PODCAST · business
EFES Nation
by EFES
Welcome to the EFES Nation Podcast - Powered by Equita Final Expense Services EFESEFES Nation was born from the love of ELITE LEVEL insurance specialists wanting to share their knowledge with other agents to help them achieve levels of success they never knew were possible. No hidden fees, monthly dues or anything like that to be apart of the Nation. Just a love for our business and a drive to do the best for your clients everyday.Equita Final Expense Services (EFES) is an Independent Marketing Organization specializing in the senior market. EFES is part of a larger insurance operation that has been offering life insurance, annuities and services since 1986. The home office is located in Richardson, TX and serves markets throughout the US.
Episodes
-
Like Father, Like Son – Why Collin Urich Followed in His Father’s Footsteps
In Episode 34 of EFES Nation, Chase is joined by a special guest – his son, Collin Urich. Chase and Collin discuss Collin’s journey into the business, how Collin developed his skills, and why age is just a number in entering and finding success in the Final Expense space. Whether you're a…
more -
Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and society, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter,...
-
The Future of the Insurance Industry - With Amber Allen
In Episode 33 of EFES Nation, Chase is joined by Amerilife Senior Marketing Director Amber Allen to discuss the future of the insurance industry, and common areas where Amber helps agents succeed! AEP is a critical time to help clients navigate their Medicare options. In episode 32 of EFES…
more -
AEP Dos & Don’ts + Cross-Selling Strategies for Your Business
AEP is an important time to help clients navigate their Medicare options. In this episode of EFES Nation, Chase chats with Agency Owner Jeremy Johnson about the Annual Enrollment Period (AEP), offering essential guidance on the dos and don’ts for agents this season. Whether you're a seasoned...
-
Teaming-Up in the Final Expense Space with Josh Sullivan
On episode 31 of EFES Nation, Chase is joined again by Agency Owner Josh Sullivan to dive into why navigating the final expense insurance market is not something you should do solo. From surrounding yourself with the right people, serving with a purpose, and understanding the true meaning of...
-
Understanding the Agent’s Appeals Process – With Michelle Hilliker
On episode 30 of EFES Nation, Chase is joined by Michelle Hilliker - Assistant Vice President-Marketing at American-Amicable Group of Companies for an in-depth discussion about the agents appeals process. Whether you're a seasoned professional or just starting out, this episode offers valuable...
-
Good Leadership is a Collaborative Effort – With Joe Basso
Developing the right culture is key for any CEO and Entrepreneur when building a reliable team. On episode 29 of EFES Nation, Chase is joined by CEO Joe Basso of Pinnacle Life Group. The guys discuss training, culture, accountability, and building relationships as the true building blocks when...
-
Using Authenticity as a Tool For Success
Social Media branding has exploded in recent years, and has helped entrepreneurs, sales people, and financial advisors take their business to the next level. In episode 28 of EFES Nation, Chase is joined by Matthew Murray – Owner of Murray Marketing to discuss how to properly brand your business…
more -
The Power of Work Ethic and Perseverance in the Final Expense Industry
Work-ethic and perseverance go together in everything in life. The final expense sales space is no different. In episode 27 of EFES Nation, Chase is joined by Life-Insurance specialist Jeremy Gordee to discuss the critical traits of work ethic and perseverance that are essential for success in…
more -
Building a Successful Agency from the Ground Up - With Justin Brock
This week, Chase is joined by Holden Hassell and special guest Justin Brock. The three discuss important pillars when building a successful business and how to properly invest the money to make sure your agency continues to grow. Listen to Previous Episodes: Podcast | EFES Nation Connect with...
-
Unpacking the New CMS Rules: Strategies to Maximize AEP Performance
This week, Chase is joined by Holden Hassell, Owner of HHH Insurance Group. With CMS changes affecting Medicare sales, the guys discuss strategies for agents to help them have a successful AEP this year. Whether you're a seasoned professional or just starting out, this episode offers valuable...
-
Products, Strategy and Efficiency in Your Business - With John Peterson
On episode 24 on EFES Nation, Chase is joined by guest John Peterson. John is the Owner of Alden Agency with years of success as an insurance broker. In this episode, the guys discuss how John got started in the business, suffering from paralysis by analysis as a business owner, and how to create…
more -
The Good, The Bad & The Ugly - Interview with Josh Sullivan
This week, Chase is joined by Agency Owner Josh Sullivan. Josh provides a glimpse into his background and discusses the importance of going “all-in” as agency owners to reach peak success. Whether you're a seasoned professional or just starting out, this episode offers valuable insights and...
-
Learning to Build a Better Book of Business - With Jeremy Johnson
This week, Chase is joined by Agency Owner Jeremy Johnson to discuss how agents can build a great book of business. Plus, a conversation on how utilizing the right technology can make everyday sales easier for agents. Whether you're a seasoned professional or just starting out, this episode…
more -
The Importance of Finding the Right Lead Source - Interview with Ryan Casas
Chase is joined again by Ryan Casas – Vice President of Sales for Equita Group. Chase and Ryan discuss their philosophies on selling to clients, the importance of having the right lead source and share some tips to always hitting your monthly sales number. Whether you're a seasoned professional…
more -
How EFES Culture Assists Agents to Succeed
On this episode of EFES Nation, Chase outlines the different ways that EFES University helps agents evolve in their careers. He discusses in depth these proven systems and outlines how an established organizational culture can help agents succeed. Whether you're a seasoned professional or just...
-
How to Build Solid Chemistry with a Client - Interview with Jim Damato
This week, Chase is joined by Jim Damato – Owner of JD Insurance. In this episode, Jim shares highlights from his career, and the guys discuss keys to success in this industry. Tune in to learn how you can implement these core elements into your own sales gameplan. Whether you're a seasoned...
-
Consistent Habits are the Foundation of Success - With Wesley Shepard
Chase welcomes Wesley Shepard, the President of Haven Financial, to the show. Wesley and Chase both believe in the power of consistency and the common habits that accompany success. Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration…
more -
Recapping AEP 2023 & Discussing Strategies for 2024 - Interview with Jeremy Gordee
AEP for 2023 has come and gone, so on this episode of EFES Nation, Chase is joined by returning guest Jeremy Gordee – Life Insurance Specialist & Owner of Pelican Financial. They recap the positives and negatives of the Annual Enrollment Period and offer some possible strategies for 2024. Whether...
-
Keys to Success for New Agents – How to Win in This Industry
On this week’s episode of EFES Nation, Chase explains the keys to becoming a successful agent in the final expense space. Listen-in and learn what to do, as well as what NOT to do as a newer agent looking to thrive in the industry. Whether you're a seasoned professional or just starting out, this...
-
Partnering with the Right Agency
On episode 14 of EFES Nation, Chase is flying solo on the microphone as he outlines the proper ways to successfully work with an agency. He points out some red flags to look for and certain questions you should be asking agencies about career growth and development. Whether you're a seasoned...
-
Proper Mindset is Key to Success - With Tony Bowen
On episode 13 of EFES Nation, Chase is joined by Tony Bowen - Owner of Bowen Retirement Group. Tony has over 20+ years of experience as a personal producer and agency owner. Each year Tony consistently produces over $300,000 in personal sales with his team doing much more collectively as an…
more -
Two Key Factors To Remember When Navigating Final Expense Sales - With Ryan Caras
On episode 12 of EFES Nation, Chase welcomes back Vice President of Sales for Equita, Ryan Caras to the show. Ryan and Chase break down the importance of finding the right partner, and explain the two keys to follow to be successful in the final expense industry. Whether you're a seasoned...
-
How to Cross-Sell and Build Renewal-Based Income - With Holden Hassell
Chase welcomes back Holden Hassell, Owner & CEO of HHH Insurance Group. Holden explains how you can become a six-figure, renewal-based income earner by implementing Medicare into your FE business model. In this episode, Chase and Holden discuss the key factors to Holden’s success and talk about…
more -
Keys to Increasing Revenue - With Ron Reid
On this episode of EFES Nation, Chase is joined by Ron Reid – Agency Owner at Select Senior Advisors. Chase and Ron have an in-depth conversation about why some agents fail out of the business and don’t use their time wisely. They also share tips to help focus-in on the major keys of revenue...
-
How to Make Yourself Irreplaceable to Your Clients - With Holden Hassell
On episode eight of EFES Nation, Chase is joined again by Holden Hassell. Holden started with final expense sales and joined Equita in 2017. He has helped hundreds of agents implement Medicare into their FE business model and build renewal-based income, and enjoys sharing his knowledge to help...
-
Keys to Success in the Final Expense Industry - With Joe Ciaccio
On episode Seven of EFES Nation, Chase is joined by Joe Ciaccio – Owner/President of Ciaccio Crew. Joe has experience, resources and ability to help you succeed on your journey in the insurance industry. For Joe, it’s all about the level of commitment you are willing and able to make to the...
-
Steps Toward a Higher Insurance Sales Ceiling - With John Stagner
On episode six of EFES Nation, Chase is joined by John Stagner – owner of Missouri Benefit Services, operating with a focus in final expense and Medicare. Chase and John discuss keys to success within the insurance industry, and maxing out your potential future earnings as an agent. John also...
-
How to Reach a New Level of Production - With Jason Horn
On episode five of EFES Nation, Chase is joined by Jason Horn - Owner of Coastal SS – who personally produced over $600k in life sales during his first two years in the business. We discuss Jason’s journey including making the jump to a completely different industry and staring down the…
more -
Unlocking the Power of Annuities - With Jeremy Gordee
Annuities can often be misunderstood, but when used correctly, they can provide your clients with peace of mind, stable income, and financial security that lasts a lifetime. On episode four of EFES Nation, Chase is joined by Life Insurance Specialist Jeremy Gordee to discuss the benefits of…
more -
Building the Right Culture for Your Agency - With Ryan Caras
Chase is joined by Ryan Caras, Vice President of Business Development for The Equita Group. Chase and Ryan stress the importance of people, culture and finding the right fit for these elements of your business. Plus, the guys explain the importance of understanding the LOA Captive Model. Whether...
-
"The Most Common Obstacles to Overcome" - Interview with Cole McCoy
On episode two of EFES Nation, Chase is joined by President of DCM Financial – Cole McCoy. Cole mentors agents around the country in Final Expense, Medicare, Annuities and Agency Building. They discuss how agents can develop a roadmap for handling rejection without getting discouraged, and why...
-
"Education and Determination" - Interview with Holden Hassell
On this debut episode of the EFES Nation Podcast, Chase Urich is joined by Holden Hassell – Owner of HHH Insurance Group. Chase and Holden discuss the process of holistic life insurance and Medicare sales. Plus, the guys talk about the struggles insurance agents face as they begin their careers…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Welcome to the EFES Nation Podcast - Powered by Equita Final Expense Services EFESEFES Nation was born from the love of ELITE LEVEL insurance specialists wanting to share their knowledge with other agents to help them achieve levels of success they never knew were possible. No hidden fees, monthly dues or anything like that to be apart of the Nation. Just a love for our business and a drive to do the best for your clients everyday.Equita Final Expense Services (EFES) is an Independent Marketing Organization specializing in the senior market. EFES is part of a larger insurance operation that has been offering life insurance, annuities and services since 1986. The home office is located in Richardson, TX and serves markets throughout the US.
HOSTED BY
EFES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does EFES Nation have?
EFES Nation currently has 33 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is EFES Nation about?
Welcome to the EFES Nation Podcast - Powered by Equita Final Expense Services EFESEFES Nation was born from the love of ELITE LEVEL insurance specialists wanting to share their knowledge with other agents to help them achieve levels of success they never knew were possible. No hidden fees, monthly...
How often does EFES Nation release new episodes?
EFES Nation has 33 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to EFES Nation?
You can listen to EFES Nation on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts EFES Nation?
EFES Nation is created and hosted by EFES.
URL copied to clipboard!