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Simplified Life

Simplified-issue life carriers, products, underwriting. Scripts and processes for serving in families in a diverse marketplace.  Tools & resources for efficiency and profitability.

Final Expense Resources
FE Telesales Curriculum
LM Life Guide Book
LM Agent Financial Calculator
Captains Call Replays
LIA Podcast Episodes
Agent Ready Inbound Calls
Carrier Intros

Lasting Mark Training

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Underwriting Mastery Course*

LIA Series: The Momentum Blueprint

Episode 1

Note-Taking Outline

Episode 2

Note-Taking Outline

Episode 3

Episode 4

LIA Series: 5 Pillars of Predictable Production

Pillar 1 : Opportunity

Pillar 2 : coming soon

Pillar 3 : Sales

Pillar 4 : Consistency

Quality of Business Series

#1: Opportunity

Note-Taking Outline

# 2: Activity

Note-Taking Outline

#3: The Stakes

Captains Call Replays

Feb 27 Elvir

Feb 13 Sydney Deshotel

Jan 23 Patrick France

LIA Podcast

Carriers

Foresters