Taking Insurance Agents to Agency Business OWNERS!
A variety of topics discussed weekly on, and around being an Insurance Agent in the rapidly changing Insurance Industry.
We assure you this is not your TYPICAL Insurance conversation. Agency Elevated is edgy, modern and innovative on concepts and ideals to help Insurance Professionals survive and thrive in this Digital, Technology advanced society. Discussions around concepts that relate to your Business, your Personal Life and YOUR MINDSET!
Hosts John & Jeanette Lucero are well seasoned in the Insurance Industry. John being in the Insurance industry for over 20 years. Jeanette a Certified Life Coach and primary support in the 20+ years John has spent in the Insurance world.
Together as husband and wife and now business partners John and Jeanette with Agency Elevated bring conversations to the table on what is holding Agents back, including controversial, uncomfortable conversations.
The ULTIMATE direction is always headed towards “Elevating Insurance Agencies to Higher Levels of Success”
Financial Literacy From The Perspective of a Teenage Woman
In this episode we have a Special Guest who shares her valuable perspective as young woman embarking in the space of Life Insurance and Financial Services. A discussion on what brought her to this process and how she made the decisions she did in her process. We explore and embark on stigmas in the culture of the youth and the dynamics that differ from the male and female perspective as it applies to Financial Literacy. Check out this episode and empower yourself with financial literacy from the viewpoint of a confident teenage woman. Discover the secrets to achieving your dreams and creating a prosperous future. ✨💰
We believe EVERYONE needs to get a second opinion and feel empowered in their financial decisions for their future, this is why we offer ALL of our clients a no-obligation, easy quote! Just head to our website www.agencyelevated.com to get started or give us a call today at 877-413-0766
If you're looking to join a powerful and supportive mentor team, whether that be a part-time of full-time Agency Business Owner, we want to talk with you! Just give us a call today at 877-413-0766
1 Dec 2023
The Difference Between a 401K Versus Roth IRA Versus Cash Value Life Insurance
In this episode, we explore the similarities and differences between:
401K
Roth IRA
Cash Value Life Insurance
Expand your knowledge about these three different products that can be used for Retirement planning. What are the benefits of each, what are the limitations of each and which ways can you utilize these products in your retirement portfolio.
Learn the tax-deferred advantages, tax-free advantages and, tax-favored advantages that these three different products offer. We evaluate each product both strengths and weaknesses and make comparisons between them all.
Walk away from this episode with a better understanding of some of your options and how these products may all have an important part in your portfolio.
To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated (https://agencyelevated.com/) just head on over to our website Agency Elevated, (https://agencyelevated.com/) and fill out our quote form or email us directly at John@agencyelevated.com
If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com!
30 Nov 2023
An Example of The Quoting Process to Getting Life Insurance Part II
Don't miss the 2nd Part of a "Needs Analysis to Solutions" for Life Insurance.
In this episode, we take the Needs Analysis information and present solutions and products to solve for Jeanette and Joanna (our hypothetical clients). See the value of completing a thorough needs analysis and clearly explaining the solutions and products.
Every person should have or have had a needs analysis completed in this process, as each individual case is different. In this completion of a two-part episode, you see the steps from a thorough needs analysis all the way through the solution and commitment determined from the client's own budgetary needs.
To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated (https://agencyelevated.com/)just head on over to our website Agency Elevated (https://agencyelevated.com/), and fill out our quote form or email us directly at John@agencyelevated.com
If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com
10 Oct 2023
5 REAL LIFE Scenarios of People Purchasing Life Insurance
5 Real Cases of People Purchasing Life Insurance with us at Agency Elevated.
From having a variety of health issues to being an entrepreneur, age ranges from 19 to over 70...and ALL of these examples received their Life Insurance Policy in the Month of September, LIFE INSURANCE AWARENESS MONTH #LIAM
Enjoy!
To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com
If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com
26 Sept 2023
A Live Example of The Quoting Process in Getting Life Insurance Episode I
What does it look like to get a Life Insurance quote?
In today's episode, Jeanette comes on as an unscripted mock guest, while John is the Agent gathering information to get her a quote.
What we have found is most people dread or avoid this one step to having that extra layer of protection because the feel it will be hard, when in reality is a quick and easy process as you can see in today's episode.
Enjoy!
To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com
If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com
19 Sept 2023
What is Life Insurance and What You Want to Know About It.
What is life insurance anyway? Most people automatically think of a big check handed to someone after the passing of a loved one but there is so much more to Life Insurance.
In today's episode, we take a simple and easy to understand look at what Life Insurance is. In our previous episode #1 we look into the difference between Term and Permanent Life Insurance and in future episodes we'll take a deeper dive into the details of Life Insurance but for now, here is "What is Life Insurance" to help you better understand and be more informed.
Enjoy!
To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com
If you are an Insurance Agent looking to get involved with one of the fastest growing Life Insurance Agencies just contact us directly at John@agencyelevated.com
14 Sept 2023
What You Need to Know About The Difference Between Term Versus Permanent Insurance
The difference between Term Insurance and Permanent is pretty significant and also very important for people to understand when shopping and/or buying a life insurance policy.
In today's episode, we go over in a simple to understand and informative way the difference between the 2 and why it might matter to you.
As we always share we are here as Agents to help you in your shopping and buying process for questions and more…
Just head here to contact us: john@agencyelevated.com
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