How to Sell 40 Policies in Your First Month as a Life Insurance Agent

LifeGuard
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52 Video Views·May 28, 2025
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So one of our new agents who's never sold life insurance
I want to share with you how I taught this individual to sell 40 policies their first full month as a life insurance
Agent and ultimately i'm going to show you the habits the activity and ultimately the processes that helped this agent
Skyrocket and learn how to sell final expense. If you watch this video, you're gonna learn how to sell final expense
Now the reason I share this video is because i've sold over
$500,000 my first year as a life insurance agent
And i've given given the same information to the new agents that work with us here at legacy family life
I'm going to give it to you right now today for free
The three things that I talk about in this video are number one activity the reason why this agent is successful
The reason why this agent has 40 policies in a month in 20
26 days is because number one their activity now the level of activity that is required in this
Industry is higher than you'll ever expect. It's not just come in
Make some dials work nine to three take the rest of the day off
No, the activity level that is expected is 250 to 300 dials minimum per day or two policies
Now this agent in particular starts at nine o'clock and they end at five
They don't make their deals by five because they're gonna do they're gonna work till six
They don't hit their deals by six because they're gonna do they're gonna work till seven
Because the goal as a life insurance agent isn't just just to come in and you know make some dials it's to outwork everyone
So if you want to immediately right now go into next week and be better than most agents
Just work harder than them
And the reason is is that this agent didn't come in with this skill set this agent never sold life insurance before but ultimately they
Had the grit and determination
To do the hard work and if you can just do the hard work
Which is probably what you see all the time you will beat most people and this means starting earlier
Finishing late than most people and out dialing and outworking people now
I want to share with you the skill set that this person developed in their pitch in their discovery
They learned how to ask really good questions that will get the prospect to open up with the right tonality to eventually sell
So the script is pretty simple. It's broken down into three core things. Number one
Let's focus on what had you motivated to start looking around for some life insurance the goal
In the beginning when you're selling life insurance is to get the client to admit why they even started shopping around for some life insurance
So you're going to ask that question now. Here's the second most important question
I taught this agent that allowed this specific agent to build pain
To paint the picture to help them realize why they need life insurance if people just don't buy life insurance just to have life insurance
Your job as the agent is to ask good questions
To help them realize why they need the life insurance. So the question is well, who would it be?
That would be responsible for your burial expenses. Who would it be that would be stuck with this bill?
You're going to go ahead and put the target on someone's back
Then they're going to say my daughter then this agent learned how to ask good questions
emotional
probing
Deep questions such as well walk me through what does that look like if you pass away?
Would your daughter be in a position to pay for your bare expenses? No, she wouldn't. Oh my gosh
What would she have to do to really understand? Oh my gosh and walk me through
Why do you feel like life insurance would be like a better option for you?
How would that make you feel knowing at night that you had a solution in place to make sure that your daughter didn't have to
go through this
Because this agent learned how to get the clear goal
They understand how to paint the picture and third thing is that they know how to pitch and overcome objections
The red zone that I taught this agent is one of the most important areas when you are selling
How many times do you get you get the pain you get why they're looking but they're like I need to think about it
or can you call me later or
Hey call me back in a week. We'll kind of go through this again
Can you can you can you go ahead and do that for me and so many agents?
Just say absolutely let's schedule an appointment. But what makes this agent different?
Why this agent has sold 40 policies is because they don't take no for an answer. They don't just set the appointment
They don't just go ahead and say yeah, call me back. Think about it. They have conviction around the process and the product
And they push through that red zone that when I need to think about it or can you call me later or i'm not sure
You know, can you I need to speak to my spouse you need to objection handle when you say you need to speak to your spouse
What do you need to go through?
And if you learn how to handle the objections in that red zone and get those people across the finish line
You will be agents and the way that you do that is by asking questions and overcoming and making suggestions
I totally need I totally understand that you need to think about it. What do you need to think about miss betty?
Oh, I just want to make sure it fits the budget. Can you call me tomorrow? Absolutely. I can call you tomorrow
But what about tomorrow is going to be different than today?
Well, I can look at my budget. Well, miss betty. Does that 65 does that work for you? Not really?
Well, how about this miss betty?
Let's start with the 51
So you have something small in place so that you can go to bed at night knowing that no matter what?
Your daughter is taken care of does that sound fair?
And that's what the agent was trained to do
He uses and ultimately he gets the people that I need to think about it
I'm, not really sure who are right there on the fence
He moves them forward rather than most people who just go backwards and never close because with life insurance you get one shot
You get one at bat and if you don't take advantage of it, you might not never hear from them again
So you have to have that stern professional that empathy in the clothes and you have to get people across the finish line
So if you have the act if you have the activity if you have the ability to ask good questions
You have the grit to overcome those objections and number three you have the willingness to learn
Okay, what made this agent so successful is that he wanted to learn or she wanted to learn?
Do you want to learn do you want to take your mentor's advice?
Do you want to come in every single day saying I got to get better I need to improve
I'm, I suck right now
But what can I do today to get better and if you have that mindset if you have that strong, you know mindset to overcome
The hard times in the beginning when you're a new life insurance agent, it's hard
You're gonna get beat up. You're gonna get hung up on you're gonna feel like you're not doing a good job
You're gonna feel like I should probably fail on this business because it's so hard
But if you can overcome it every single day just get one percent better by changing the way
That you know respond when when when when you speak to a client and they're like I can't do it
but you learn something and you ask questions and you ask for feedback and you take the feedback and you study sales calls and
Go ahead and review your script and you review your script and you review your script and you learn more
and you go back to the script and then you
You know read the script out loud to your wife and she says you sting do it again
And you practice and practice and practice and practice every single day and in your first 90 days
You treat this as you have to go all in and this is your only way that you're going to make a living for yourself
That you have to make this work
Your behaviors will change because what this agent not only did is they worked hard from eight o'clock seven o'clock
But after that they wanted to get better
So they were listening to sales calls. They were asking questions. They were looking for feedback
They were looking to do more homework
They came in every single saturday to get better and even sunday to get better
and the question is
Do you have that level of grit and hunger to get better or are you going to kind of just stay where you're at?
And you know to say the industry wasn't meant for me. So here is how you can crush you can dominate
You can outwork and become the best agent to change your family's life
This is an opportunity life insurance can do that for you
You just got to go out there and do it yourself. This is how you can win in life insurance. Cheers
