AEP Dos & Don’ts + Cross-Selling Strategies for Your Business

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 seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!   Listen to Previous Episodes: Podcast | EFES Nation [https://www.efesnation.com/podcast] Connect with Chase: https://www.efesnation.com/jointhenation [https://www.efesnation.com/jointhenation] Connect with Collin Urich: Collinurich.ins@gmail.com [Collinurich.ins@gmail.com] | 940-205-3609 Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity [https://www.youtube.com/@efesuniversity]   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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. [https://www.dol.gov/sites/dolgov/files/VETS/files/Employer-Guide-to-Hiring-Veterans-20231101.pdf] 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, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help.   Listen to Previous Episodes: Podcast | EFES Nation [https://www.efesnation.com/podcast] Connect with Chase: https://www.efesnation.com/jointhenation [https://www.efesnation.com/jointhenation] Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity [https://www.youtube.com/@efesuniversity] About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 Nation, Chase does a deep dive with Agency Owner Jeremy Johnson about the Annual Enrollment Period (AEP), offering essential guidance on the dos and don’ts for insurance agents and advisors. Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!   Listen to Previous Episodes: Podcast | EFES Nation [https://www.efesnation.com/podcast] Connect with Chase: https://www.efesnation.com/jointhenation [https://www.efesnation.com/jointhenation] Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity [https://www.youtube.com/@efesuniversity] About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!   Listen to Previous Episodes: Podcast | EFES Nation [https://www.efesnation.com/podcast] Connect with Chase: https://www.efesnation.com/jointhenation [https://www.efesnation.com/jointhenation] Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity [https://www.youtube.com/@efesuniversity]   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 teamwork, Josh and Chase chop up the most important parts of succeeding in the final expense space. Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!   Listen to Previous Episodes: Podcast | EFES Nation [https://www.efesnation.com/podcast] Connect with Chase: https://www.efesnation.com/jointhenation [https://www.efesnation.com/jointhenation] Connect with Josh Sullivan – Owner, Your Life Agency: Email --- joshsullivanff@gmail.com [joshsullivanff@gmail.com] Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity [https://www.youtube.com/@efesuniversity]   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.