Welcome to the Life Insurance Prospecting Hub
Here, you’ll find real-world insights and proven strategies from top life insurance professionals who’ve mastered the art of meaningful conversations and long-term relationships. From referral-based selling and social media outreach to needs-based presentations and follow-up systems, these videos will help you build trust faster, connect with more families, and grow your book of business in today’s competitive life insurance market.
In this video, Daniel Alonzo and Carlos Leon walk life-insurance professionals through a step-by-step system for accelerating growth in their business. They focus on how to quickly elevate your rank and performance (RVP = Regional Vice President) by mastering high-leverage activities: building a leadership mindset, intentionally recruiting and mentoring, and running effective prospecting calls that convert. The video emphasizes structuring your day around meaningful conversations—whether with potential clients or team members—and using simple, repeatable actions that drive both sales and agency growth.
In this training, industry veterans Marlin Faulkner and Roger Short compare two powerful sales-systems tailored for life insurance agents: the “6 Questions” framework and the “5 Fundamentals” presentation model.
-
The 6 Questions approach guides you through core client-mindset investigations:
-
Who are you trying to protect?
-
Why is that important to you?
-
Where would your family live if you were gone?
-
What if you lost your job or employer coverage?
-
When is the best time to get protection?
-
How would it make you feel knowing you arranged something that outlives you?
-
They discuss how both systems overlap, how one may fit better for your style or market, and how you can “steal” the best elements from each to create your own high-performance system.
In this video, Cody Askins outlines effective methods for locating and engaging prospects for life insurance. The focus is on identifying individuals who are likely in need of coverage — for example, people experiencing major life events like getting married, buying a home, having children, or changing jobs. The presenter emphasizes the importance of being proactive: tapping into networks, leveraging referrals, and using strategic conversations rather than generic outreach. By recognizing the “trigger moment” in someone’s life, you can position yourself as the timely and relevant advisor rather than just another salesperson.
In the video, Cody Askins interviews Letisha Jackson. Letisha shares how she built a six-figure income in insurance without purchasing any traditional leads — instead, she leveraged door-knocking as the entire prospecting funnel. The strategy walks through how she identify ideal neighborhoods, use a consistent knock pattern, engage homeowners with meaningful questions, and move quickly to set appointments right on the spot. The core message: when you eliminate the lead-buying cost and rely on direct human connection, you can generate volume, closings and income through focused face-to-face outreach, even from scratch.
Prince walks through a modern and scalable lead-generation blueprint tailored for life insurance agents in today’s market. He starts by emphasizing the shift from buying generic leads to building your own sources—particularly through platforms like Facebook and other targeted digital channels.
Key themes include:
-
Leveraging warm market contacts (friends, family, existing clients) as a primary lead source.
-
Deploying digital marketing—especially Facebook ads and content—aligned with your ideal client persona and life-event triggers (marriage, home purchase, children, career change).
-
Building a referral ecosystem and strong “centers of influence” (real-estate agents, financial advisors, business owners) who send you consistent, high-intent prospects.
-
Tracking metrics and optimizing your pipeline: cost per lead, conversion rate, average case size—all to refine and scale the system.
-
Emphasizing consistency: daily habits, frequent touch-points, and systems that ensure follow-up so no prospect falls through the cracks.
In this interview, Eric Howard shares his journey from modest beginnings to building a seven-figure life insurance business. He breaks down the mindset, habits, and systems that helped him scale:
-
Mindset Shift: Emphasizes moving from “selling policies” to “serving families” — focusing on legacy, future protection, and meaningful conversations rather than just transactions.
-
Activity & Volume: He explains how generating consistent activity (appointments, applications) is key — his first million wasn’t based on a viral campaign, but on discipline and repetition.
-
Systemization: He walks through how he built predictable workflows: lead intake, rapid follow-up, and repeated touch points to turn prospects into clients.
-
Leveraging Higher Value: Once he started focusing on larger case sizes or bundling multiple products, the revenue growth accelerated. He highlights the importance of growing your average client value, not just your number of clients.
-
Team & Leverage: As his business matured, he talks about bringing in support (team members, ISAs, assistants) so he could focus on what only he could do — connecting with top prospects and closing.
In this video Tristan Thomas reframes life insurance from a commoditized product into a high-impact conversation about income replacement, legacy and freedom. The focus is on helping clients see life insurance not as a policy they “buy,” but as a safeguard that ensures the lifestyle and relationships they value continue—even if something unexpected happens. The video walks through how to shift your language, your questions and your value proposition so you’re leading with protection, not selling premiums.
