Hello! Steve Bontell here. You all asked me if I would offer up my thoughts on selling life insurance, especially final expense, and what it takes to be a successful salesperson and Settlers Life agent partner in today's marketplace. So, I made some notes, fired up the video camera, and created a set of 30 short videos.
We'll be releasing two videos every week, so I invite you to click the links below to watch them, and check back every Tuesday for more helpful tips and techniques! Hopefully you will hear some interesting ideas or gain a little motivation, and in doing so become a better salesperson.
Please keep in mind that these videos are my personal thoughts, and that I crafted these "For Agent Use Only". They are not to be redistributed or published, and certainly are not for viewing by the general public. They are copyrighted as of July 2015 by Settlers Life Insurance Company. Because of this "insider restriction", I sometimes use terms or phrases like "end of life specialist". or "financial services representative", because life insurance is part of the "financial services" sector of business. Neither "end of life specialist" nor "financial services representative" is a title or certification that you or any agent should use in public, unless you actually have attained such a title or certification from a source the various state insurance departments will recognize. Please consider them to be "aspirational" in nature, and descriptive of a level of expertise and knowledge that my comments suggest that you should strive for.
Let me know what you think of my thoughts and comments. Your feedback is important to me, to my team, and to all of us at Settlers Life. Thank you!
Chief Marketing Officer
Settlers Life Insurance Company