6.23.2021 - Jumpstart Live
This week's topic:
"Foresters Financial Updates"
Bill is joined by a special guest, National Sales Manager with Foresters Financial, Bruce Burak!
Bruce shares updates on enhancements made to the Strong Foundation product!
6.16.2021 - Jumpstart Live
This week's topic:
"Why it Makes Sense to Strive for an Integrity Deal"
Bill is joined by a special guest, Integrity Managing Partner, National Marketing Director, and Equity Bonus Recipient, Jerrod Ewing!
Jerrod is Equis' second manager to secure a deal with Integrity Marketing Group!
6.9.2021 - Jumpstart Live
This week's topic:
"How to Write $10k a Week -
Regardless of Where You Started "
Bill is joined by a special guest, Platinum Elite Producer, Carlos Eduardo Costa! Carlos is consistently writing and tells HOW he is DOUBLING his income from last year!
6.2.2021 - Jumpstart Live
This week's topic:
Learn How Spending an Extra 15 Minutes Could Earn You an Extra $4,000 - $7,000 Per Month!
Bill is joined by Retirement Solutions Specialist,
Nick Stahl!
Bill and Nick discuss how Equis Retirement Solutions can help boost you to your next compensation level!
5.26.2021 - Jumpstart Live
This week's topic: The Steps John and Kim Kight Took To Secure An Integrity Deal!
Bill is joined by Executive Marketing Directors and Integrity Managing Partners, John and Kim Kight!
Bill asks John and Kim questions about how they secured an Integrity deal and what managers should be doing to move towards becoming Integrity Managing Partners.
5.19.2021 - Jumpstart Live
This week's topics:
The NEW Equis System and NEW Technology Features!
Bill is joined by Vice President of
Operations & Technology, Tabitha Evans!
Bill and Tabitha answer questions on the NEW Equis System and the NEW technology features!
5.5.2021 - Jumpstart Live
This week's topic:
"Making Minor Changes Will Yield Big Results!"
Bill is by a special guest, Ignite Award Winner, Vinnie Pedone!
Vinnie started with Equis in October 2020 calling B and C leads and submitting on average $9,500 APV per month. He wanted to increase his production and went to his upline Eric Valdez for advice and they constructed a plan! Since then, Vinnie has averaged $10,000 APV per week for the past 60 days!
Tune in to find out what steps Vinnie took that changed his business!
4.28.2021 - Jumpstart Live
This week's topic:
"The Equis Journey with Robert Balgac, the 'Zoo Keeper'!"
Bill is joined by special guest, Regional Manager, Silver Elite Producer, Builders' Boost Recipient and Ignite Award Winner, Robert Balgac!
Bill and Robert discuss Robert's journey here at Equis highlighting:
-How he went from a producer to a builder
-How he built a team, then had a few setbacks, and rebuilt
-Currently being the #9 baseshop year-to-date with Equis
-How he is on his way to receiving the Equis Bonus
This is a very valuable and informative call for everyone!
4.21.2021 - Jumpstart Live
This week's topic: "Scheduling and Managing Your Field Time." Including pointers on:
-How to set up your schedule for success
-Mapping out your route properly
-How much time to allow between appointments
-What happens when you get "no-showed"
-Working smarter with door knocks
Bill is joined by special guests, Regional Manager, Diamond Elite Producer, Builders' Boost Recipient and Ignite Award Winner, Dan Lambert, and Regional Manager, Gold Elite Producer, and Builders' Boost Recipient,
Claudia Mathieu!
This is a perfect training for newer agents!
4.14.2021 - Jumpstart Live
This week, Bill covers tips and pointers on how to:
-Improve your phone skills
-Overcome objections
-Build your confidence
Bill is joined by special guests, Regional Manager, Diamond Elite Producer, and Ignite Award Winner,
Matthew Gibbons, and Senior Sales Manager, Diamond Elite Producer, and Ignite Award Winner, Cedric Stinson!
This is an awesome call if you are a brand new agent or experiencing challenges with your business!
4.7.2021 - Jumpstart Live
This week's topic is "Equis' Product Portfolio Overview." Bill discusses our product line and highlights our most popular products. He is joined by special guests, Sales Manager, Diamond Elite Producer, and Ignite Award Winner, Rick Hazouri, and Sales Manager, Diamond Elite Producer, and Ignite Award Winner, Jeff Geske.
Bill, Rick, and Jeff share the best way to utilize certain products, when to use them, and how to work with the various carriers' home offices.
3.31.2021 - Jumpstart Live
Bill OG focuses on "Winning Week In and Week Out, and How to Maintain Consistent Production." Bill is joined by special guests, Regional Manager, Builders' Boost Recipient, Diamond Elite Producer, and Ignite Award Winner, Ruben Basurto, Diamond Elite Producer and Ignite Award Winner, Brandon Hall, and Diamond Elite Producer,
Bill Roman!
These top producers share what it takes to make sure you are keeping your pipeline full. They will be covering everything from lead budgets, attitude, activity, and schedule.
12.16.2020 - How to Overcome Health Challenges & Objections While in the Home
On this week's Jumpstart Live, Executive VP of Sales Development, Bill Martin OG explains how to overcome health challenges and objections while in the home.
Bill shares tips for finding solutions for clients who are unable to qualify for certain products while still providing them with a viable solution. Bill also covers how to handle some of the most common objections while in the home.
This is a great tune-up call and a must for new agents!
12.2.2020 - Discussion with John Hancock!
On this week's Jumpstart Live, Executive VP of Sales, Bill Martin OG, has a discussion with John Hancock's National Account Vice President, Stacy Greene and Vice President of Business Development, John Barlow about our newest partner, John Hancock and their new term product!
"Equis is in the simplified market, targeting middle income America, which is why John Hancock's new, Simplified Term is spot on for Equis and our agents. Not to mention, the product also checks ALL THREE of these Business Development pillars:
1. Focus on Quality of Business with an easy-to-use underwriting guide.
2..INSTANT Underwriting decision in the home.
3. Simple, safe, and secure E-app process."
- John Barlow
11.18.2020 - Finding More Business in the Home and Handling Competitive Situations
On this week's Jumpstart Live, Executive VP of Sales, Bill Martin OG, provides effective tips and methods for handling competitive situations and on finding more business while you are in the home!
This is an excellent session for those who feel that they should be writing more than they currently are!
11.11.2020 - Setting Up A Schedule And Sticking To It!
On this week's Jumpstart Live, Executive VP of Sales Development, Bill Martin OG, is helping agents create a schedule for full-time and part-time activity!
This includes coaching on how important your schedule is when your income is based on commission. Bill also shares ideas on HOW to create habits by working your schedule properly and sticking to it.
This webinar is a MUST for NEW agents.
11.4.2020 - Hiring Made Simple!
On this week's Jumpstart Live, Executive VP of Sales Development, Bill Martin OG, is joined by special guests: Executive Manager, Builders' Boost Recipient, and Gold Elite Producer,
Matthew Weiner, Senior Sales Manager, Gold Elite Producer, and Ignite Award Winner, Nicole Hansen, and Agency Builder, John Brockman! Bill and these three agents discuss SIMPLE ways to start building from both warm and cold markets.
Nicole and John are both fairly new in the hiring process and share some of the simple techniques they have found to be successful, such as what to say and do when someone signs an ICA.
Matthew shares how he has gone from not knowing what to do or say to having one of Equis' fastest growing agencies!
If you are interested or curious about building a team but are hesitant because you don't feel like you know enough, this webinar is for you!
10.28.2020 - Dialing For Dollars!
On this week's Jumpstart Live, Executive VP of Sales Development, Bill Martin OG, demonstrates how to make dial time less stressful!
Bill coaches agents on how to call every type of lead, whether it be an A Lead,
B Lead, C Lead, D Lead, Internet Lead, or Final Expense Lead, Bill has it covered! Finding the common denominator in every type of lead and how to handle objections will be primarily what Bill will focus on.
If you are a new agent, or someone that has been with us for a while and struggles when making dials, this will be the perfect training for you!
10.14.2020 - Annual Reviews and Reading Insurance Policies
Executive VP of Sales Development, Bill Martin OG, covers the importance and profitability of doing client annual reviews.
If you have been in the business for at least a year, then you should be doing annual reviews. Not only do annual reviews increase your overall persistency, build relationships with your clients, and create profitability for your business, they are essential for your clients' needs.
Bill discusses what to say and what to look for during these reviews. He also goes over the various types of insurance policies and what to look for when reviewing clients' other policies.
10.7.2020 - Success With All Lead Types
Executive VP of Sales Development, Bill Martin OG, is joined by Sales Manager and Ignite Award Winner, Joyce Gay, National Manager and Ignite Winner, Pete Beckman, and Ignite Award Winner, Christina Hornback!
Pete covers how to call and have success with Incomplete Phone Leads (IPL).
Joyce covers her approach to the "D" lead mailer program that she has been utilizing to set appointments with over the past year, without making a single phone call!
Christina shares how she took a $382 investment in internet leads, set 12 appointments and sold 10 applications for over $12,000 in annual premium - which is 10 times the return on her investment!!
This is a very important webinar for those agents who want to get the most out of their lead budget or who are looking for ways to supplement their current lead flow.
9.23.2020 - Tips and Pointers for In-Home Presentations!
Executive VP of Sales Development, Bill Martin OG, provides insights on how to make an in-home presentation more effective!
This includes tips on closing, handling objections, product selection, and simplifying the entire process overall.
This is the perfect webinar for both new and experienced agents!
9.16.2020
Bill coaches agents on different options they have to make sure their clients keep their policies. He also goes over why it is important and profitable to provide your client with an annual review.
This is a great call for new and experienced agents
9.9.2020
Bill Martin OG gives the ins and outs of simplified issue products and non-medical insurance products, including what you can and cannot do.
Bill will also cover what the insurance companies are looking for, along with potential red flags.
This is a great training for new agents!
9.2.2020
Bill Martin OG shows agents how to go from getting a paycheck to being a business owner.
During this webinar, Bill shares how to handle expenses, track mileage, travel to appointments, and navigate through the financial rollercoaster of commission income.
This is the perfect webinar for new agents!
8.26.2020
During this webinar, Bill Martin OG tries to help agents overcome the fear of the phone.
This webinar includes pointers on how to get someone's attention, how to present yourself, what to say, and how to say it. Bill also covers the best way to handle objections.
This is the perfect call for new agents and those agents that may be struggling making phone calls.
8.19.2020
Regional Marketing Director, Jerrod Ewing, is joined by two of his managers: Diamond Elite Producer, and Sales Manager, Christian Pounder and Ignite Winner, Platinum Elite Producer, and Sales Manager, Ryan Dovner.
Jerrod, Christian, and Ryan share information with anyone who is interested in building a team, but not quite sure what to do/say, or how to get started.
If you are new to Equis, or have been here a while, this is the perfect webinar to join to find out the quickest and easiest way to start building an agency for you and your family.
8.12.2020
Bill Martin OG covers the best way to get started in this business from purchasing leads, making dials, and writing the best products for the client!
Bill also shows you how to start building a $3k - $4k cash flow consistently each week!
This is a PERFECT webinar for BEGINNERS!
7.29.2020
Bill Martin OG goes over various ways of finding additional business in the home.
Bill will be discussing, finding shortages in current coverage, potential policy replacements, obtaining referrals, what questions to ask, and what to look for.
This is an excellent call for any agent who is interested in getting more out of their leads.
7.15.2020
Bill Martin OG covers time-tested tips, pointers, and procedures that have been proven to get more business placed as well as just how to keep it on the books!
7.1.2020
Join OG as he unpacks the ins and outs of a successful in-home presentation.
This webinar will include tips on building a relationship with the client, finding pain, choosing the right product, and how to overcome objections before you get them.
6.3.2020
Learn about proven methods to handle objections on the phone and in the home. OG will share how to communicate rebuttals with your prospect without becoming combative... This is for those agents who find themselves stumbling for words when someone gives them an objection.
5.27.2020
Bill Martin OG provides effective tips and methods for handling competitive situations and on finding more business while you are in the home! This is an excellent session for those who feel that they should be writing more than they currently are!
5.6.2020
OG, discusses how to properly create a schedule and how to develop the habits to help you succeed! This will not only be a great webinar for new agents learning to adapt to a straight commissions business, but a wonderful refresher for everyone in the field!
4.22.2020
Bill Martin OG walks us through the differences between permanent and temporary life insurance products.
4.1.2020
OG is joined by 3 of Equis' Top Producers: Connor Jones, Claudia Mathieu, and Russ Tessman. Each will be detailing which platform they prefer and how they have been able to continue their successes via virtual client meetings!
3.25.2020
DIGGING FOR GOLD WITH B, C, & D LEADS:
HOW TO CALL LEADS IN THESE CHALLENGING TIME..This week OG shares with you how to call and effectively set appointments using older, non-A leads!
3.18.2020
OG discusses how simply listening to your client and asking the right questions can be so much more effective than a sales pitch!
3.11.2020
Bill Martin OG discusses how writing Simplified Issue policies now can help to protect your clients in the future! Don't miss out on this fundamental webinar!
3.4.2020
Bill Martin OG reviews how to conquer objections, both on the phone to help you set your appointments, as well as how to overcome objections once you're there!
2.05.2020
Bill Martin OG discusses basic field underwriting, including proper product selection. He's got the magic recipe and shares a very simple process to help you through that initial phase of deciding which products to write and why!
6.5.19 - Finding More Business by Knowing What to Look for in Your Clients' Current Insurance
