Life Insurance Sales: How to Sell IULs & Annuities (Ep. 304)

A “good lead” isn’t just a name and a phone number. It’s context, intent, and a reason the client actually wants to talk to you. We kick things off with a surprise moment for Drew, then we sit down with James Catledge to talk about what separates transaction-chasers from true professionals in the life insurance and financial services world. James breaks down the shift most agents never make: going from selling a couple of products to mastering the whole license and building an agency. We get...