Do you suggest new insurance agents partnering with a financial advisor to get some referrals from him?
@jeremysmithacademy12 күн бұрын
@@financialstrategist1020 for sure if you are not overlapping business. For example, if you are not planning on selling annuities and focusing on health. I have seen a lot of business created from partnerships like this.
@financialstrategist102012 күн бұрын
@@jeremysmithacademy Ok, I do plan in selling annuities and not planning on selling Medicare. In this case it wouldnt work?
@jeremysmithacademy12 күн бұрын
@@financialstrategist1020 Prob not, you will just be competing for biz. You need to be looking for Medicare agents to trade clients with. Good news is there are way way more Medicare agents than Financial Advisors
@jeremysmithacademy12 күн бұрын
Let me know if you are not all contracted with an IMO. I can get you hooked up with the best contracts
@sams623317 күн бұрын
I was just told by an IMO that this type of product was done away with years ago due to MEC rules. Any comment?
@jeremysmithacademy17 күн бұрын
@@sams6233 Yes this is true, this particular product is no longer but there are similar products like it. One America has by far the best combo product in the country now. If you IMO doesn’t have this product, let me know and I can connect you with the right people.
@financialstrategist1020Ай бұрын
Hey Jremy, what are your thoughts on IUL? do you offer them too?
@alexandermathews3601Ай бұрын
I am new life insurance agent. Watched you for the first time today. Good Class. Liked and subscribed. Blessings spoken from California
@jeremysmithacademyАй бұрын
Thanks Alexander. There is a ton of videos on the channel. Looks like you found the most important one of the bat. If you ever need guidance with choosing upline, products or really anything, feel free to reach out
@alexandermathews3601Ай бұрын
@@jeremysmithacademy yes I will
@nooneknows16333 ай бұрын
Well coming from raw "free street magic" card tricks illusions for donations... I'll be able to find health insurance prospects in an instant. We on!!
@manuelguzmanjr66223 ай бұрын
Great tips Jeremy! 🙂
@jeremysmithacademy3 ай бұрын
Thank you!
@Advantaplans3 ай бұрын
Hi Jeremy, at what point do you get the fact finder for a virtual appointment. Also, your step 8, I would guess would be a 2nd appointment where you recap 1-7 again and then go right into the product presentation? Thanks
@jeremysmithacademy3 ай бұрын
Even on a virtual my first appointment would be centered around the FF and yes steps 7-10 would be for after a presentation is made. Let me know if you have any more questions. Thanks
@susantejeda34814 ай бұрын
Hi Jeremy, I’m 50 and making a life changing career into Insurance. I am in the process of preparing to study for the exam. Are there any Prep Companies you prefer? Just started watching. Your videos.
@jeremysmithacademy4 ай бұрын
I’ve always used Exam FX
@vitomanco43804 ай бұрын
Do you ever leave a message with an Annuity Lead?
@jeremysmithacademy4 ай бұрын
Hmm remind me what we are talking about again
@joebrandau444 ай бұрын
Yoo can i get a copy of your presentation ?
@jeremysmithacademy4 ай бұрын
Yep, shoot me an email and I will send to you in a couple days when I get back from a biz trip. [email protected]
@geneheath94223 ай бұрын
Can I also get a copy of your presentation? Thanks Jeremy.
@jeremysmithacademy3 ай бұрын
@@geneheath9422 you can download it from my website at Jeremysmithacademy.com
@deanfranz4 ай бұрын
I'm in my late 30s, I've been working customer service for 7 years, been stagnating for about 2 of them. It's time to move on, and put my customer service skills to better use.
@keithfaris4 ай бұрын
Thank you for this info. It looks like Equitrust has suspended sales of this product. Is there a good alternative?
@jeremysmithacademy4 ай бұрын
One America is now by far the best option
@jeremysmithacademy4 ай бұрын
One America is now the tell all be all for LTC. It interested, let me kno and I’ll point you to the right upline for the best comp
@gasparerumeo66985 ай бұрын
HI Jeremy can you tell me what vendors have provided you with good annuity leads.
@jeremysmithacademy5 ай бұрын
Best luck w Scott Brooks, Financialize a good leads but expensive
@jstyles5105 ай бұрын
Thank you Jeremy! I am really considering becoming an agent and have wanting to for awhile now
@BOOlian6 ай бұрын
Great video, running into the issue of finding annuity leads myself. Who have you found “success” with?
@jeremysmithacademy6 ай бұрын
Shoot me an email and I will send you info on the companies I’ve been using. [email protected]
@BOOlian6 ай бұрын
@@jeremysmithacademy sent an email, look forward to hearing from you
@brandondelapena74806 ай бұрын
Do you have any videos on ways to transition Medicare leads to a annuity conversation?
@jeremysmithacademy6 ай бұрын
Oh ya! Have you watched the Fact Finder videos? All that happens at the end of the fact finder completion
@user-vd9cz8np2g6 ай бұрын
Thank you
@theboredchef65627 ай бұрын
Thanks so much for your videos! How cann i get a fact finder
@jeremysmithacademy7 ай бұрын
Hey thanks for watching. You should be able to go to my website at Jeremysmithacademy.com and grab one. Let me know if you have any problems
@Nabilmensah7 ай бұрын
I'm pretty sure this is a breach of client advisor confidentiality agreement in disclosing their health and financial information on the internet. If consent was given, It should have been stated in the video and even then it seems unethical to broadcast their health and financial situation :(
@jeremysmithacademy7 ай бұрын
Or they are actors! Way to much time on your hands Buddy
@user-yd1du5ny2i10 ай бұрын
I am scheduled for this test on Friday December 15, 2023..I am scared but hopeful that I can pass..
@jeremysmithacademy10 ай бұрын
You got this!
@user-yd1du5ny2i10 ай бұрын
@@jeremysmithacademy I hope so..I just started studying this week and have completed 12 out of 25 units on The Kaplan review website..I'm in SC hoping to pass on the 1st time to be able to change to another company because my current one is horrible with benefits.
@jeremysmithacademy10 ай бұрын
@@user-yd1du5ny2i let me know if I can help
@user-yd1du5ny2i7 ай бұрын
@@jeremysmithacademy you were right!! I passed the exam on the 1st try on January 3rd, 2024!! And I am scheduled for my fingerprint appointment today on January 4th!!
@jeremysmithacademy7 ай бұрын
@@user-yd1du5ny2i what now???
@Israel-nw4ci10 ай бұрын
P R O M O S M
@demarcuscobb91810 ай бұрын
That intro made me feel like I found THE guy - subscribed
@Abulbeesh8211 ай бұрын
You did a great job Jeremy
@jeremysmithacademy11 ай бұрын
Thank you !!!
@sarabailey-la202211 ай бұрын
I’m studying for Life Insurance #CA 😊Sara
@deniselong9749 Жыл бұрын
WAIT A MINUTE? PRINT THE EXAM?
@guillermoruiz2487 Жыл бұрын
2:50 - 3:26 isn’t that only for “graded” whole life coverage? If it’s “level” then the premium shouldn’t change right? That’s what I was told so this kind of confused me.
@jeremysmithacademy Жыл бұрын
What you said is correct until the age on which the level premium expires which all depends on how the policy was written
@guillermoruiz2487 Жыл бұрын
@@jeremysmithacademy okay thank you!
@aundreathomas3444 Жыл бұрын
To pass a life and health insurance exam, you will need to have broad knowledge of insurance concepts, policy types, taxes and federal regulations, not to mention the insurance laws in your state.
@stevemasongrey2461 Жыл бұрын
I just passed with flying colors on my health insurance exam with the help of Mr Willard who has been doing for a lot of people.
@frankkelvin9059 Жыл бұрын
After several trials working with the help of Mr Willard eased me the stress of sitting for the exam over and over again. Thank you Willard 🎉.
@greatestgerald8910 Жыл бұрын
Mine after I made my registration with him, I the applied for premium which is direct license since it’s easier and quicker no need to study and memorize anything but it also more expensive than the question and answer.
@noramei-hua9577 Жыл бұрын
Really? can’t believe everyone knows him I even thought i was the only one he has helped walk through the fears and falls of Health insurance exam .
@johnsonjohnson3005 Жыл бұрын
I want to work with Willard how can I reach him?
@emilymorales3118 Жыл бұрын
no matter how much im reading I am BORED. I keep doing these practice tests and fail every time. I wrote down literally the whole chapters, ive read them out load multiple times; i can't remember what I read. Each practice exam I get 75% them go back and do it again ill get 43% this is sooo stressful. I don't think this is for me
@aundreathomas3444 Жыл бұрын
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@aundreathomas3444 Жыл бұрын
70833
@aundreathomas3444 Жыл бұрын
64546
@aundreathomas3444 Жыл бұрын
Put digits together
@aundreathomas3444 Жыл бұрын
WHATS
@aundreathomas3444 Жыл бұрын
To pass a life and health insurance exam, you will need to have broad knowledge of insurance concepts, policy types, taxes and federal regulations, not to mention the insurance laws in your state.
@stevemasongrey2461 Жыл бұрын
I just passed with flying colors on my health insurance exam with the help of Mr Willard who has been doing for a lot of people.
@frankkelvin9059 Жыл бұрын
I passed mine after much studying, I studied some Exam Cram and other insurance PDF.
@greatestgerald8910 Жыл бұрын
I made a pass after studying hard with sleepless night, though I’m not discouraging anyone just saying.
@noramei-hua9577 Жыл бұрын
He gave me some questions and answers,! Which was exactly same thing I saw on the day of my exam.
@johnsonjohnson3005 Жыл бұрын
Mine after I made my registration with him, I the applied for premium which is direct license since it’s easier and quicker no need to study and memorize anything but it also more expensive than the question and answer.
@kellipierini8713 Жыл бұрын
Good info!! Thank you!!
@charmainemcfarlane7815 Жыл бұрын
Good morning, your videos are very informative.
@jeremysmithacademy Жыл бұрын
Thank you! Let me know if I can ever help
@gabriellemoors7926 Жыл бұрын
My test is Monday (writing this on Saturday) and I am struggling to grasp onto certain things and keep everything straight as to what goes with what mainly. I know I know the info, but recalling is an issue for me with some things. Thank you for the advice and tips though! Definitely going to utilize them!
@aundreathomas3444 Жыл бұрын
1
@aundreathomas3444 Жыл бұрын
70833
@aundreathomas3444 Жыл бұрын
64546
@aundreathomas3444 Жыл бұрын
Put digits together
@aundreathomas3444 Жыл бұрын
WHATS APP
@anthonyhershiser7528 Жыл бұрын
Yes but, who are these companies?
@egymalika85 Жыл бұрын
Very informative thank you
@Ro.Lin13 Жыл бұрын
So glad you posted these videos; I just began researching into the field of selling insurance and your experience and background speaks emphatically to your knowledge. I’ll be looking for pre-licensure courses and would like to know if you have something similar or a beginners course to take off. Thanks for your work!
@jeremysmithacademy Жыл бұрын
Let me know when you get licensed and I’ll point you in some right directions!
@OnTaRgEt16 Жыл бұрын
Awesome video! What are your thoughts on customer service when it comes to captive vs independent agents? I have heard the benefit of working with a captive agent is that you are able to help the customer a lot more with service. Where as with a independent agent it’s more or less “well here is the service number”
@jeremysmithacademy Жыл бұрын
Thank you! Naw that is not correct. Ever agent whether captive or independent has the ability to provide good or bad service. Stay in contact, do what you say you will do and do annual reviews at a min and you will be in the top 1% regardless of cap or ind. thanks for following
@smack7917 Жыл бұрын
Thank you
@danvinal5272 Жыл бұрын
In your experience Jeremy, how important is building a prospect database and "drip" marketing to those prospects every week?
@jeremysmithacademy Жыл бұрын
If an agent is serious about there craft and wants to make next week or next year easier and more profitable then it is essential
@devncross Жыл бұрын
I’m 20 and am 11% done with my Life and health insurance course. I can’t retain any information I read and I’m trying to have this done by April 11th. Do I just need a license or do I actually have to remember everything I learn in this course. There is a lot of stuff to remember if so.
@danvee3928 Жыл бұрын
7 minutes of BS. Just ignore this guy. Just a click-bait title.
@clydeb7713 Жыл бұрын
Dated format.
@will286 Жыл бұрын
*Promosm* 😜
@yomarietirado174 Жыл бұрын
Love your advice
@88mphmusic27 Жыл бұрын
Great Training/Education! Thank You Jeremy!
@gustavojauregui2424 Жыл бұрын
being a broker for health and life insurance vs. partnering with one of the companies out there such as "primerica or world financial group" can you give your opinion?
@jeremysmithacademy Жыл бұрын
With the strongest voice I could shout with, go Independent!! Those other companies you just mentioned are recruiting mills. They chew up and spit out agents faster than a blender. To many reasons for me to even mention.
@rambo490 Жыл бұрын
Looks and sounds more of a interrogation room inside a police station. Youbm sound like cop man.
@jeremysmithacademy Жыл бұрын
Good luck in your first year Rook
@mattwinslow1854 Жыл бұрын
❤ the billiard chair 😊 great content as usual
@jeremysmithacademy Жыл бұрын
👊👊👊
@cherneandawson1939 Жыл бұрын
Great Info Jeremy. I wish agencies would train new agents & current agents this way. In regards to education
@jeremysmithacademy Жыл бұрын
Hey Thank you for the comment. Let me know if you ever have any topics I haven’t covered that you need help w ok.
@AustinGordon4 Жыл бұрын
Scott, do you have an email I can reach you at? I have questions about the exam. Thank you