Agents for Life!

Hosted by Matthew Wilson, Agent for Life

Business Careers

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Episodes

360

Latest episode

Oct 2026

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About the show

A podcast for independent life insurance agents, produced by independent life insurance agents. Tools for your mind, training for your business, insurance for your life. To protect your family, contact us: http://lifemattersagency.com/contact To change your life, join our team: https://lifemattersagency.com/opportunity/

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60 recent

October 23, 2026Episode 36036 min

#360: The Art of the Pivot: How to Save a Sale When Plan A Falls Apart

What happens when a client gets declined, rejects your recommendation, or simply can't afford the coverage you've presented? Great agents don't panic. They pivot. In this episode of Agents for Life , we explore four ways to rescue an opportunity when Plan A falls apart: the underwriting pivot, product pivot, strategy pivot, and price pivot. Learn how to navigate setbacks, recognize better alternatives, and keep your client's confidence while finding a solution that actually fits. The goal isn't to save the original sale. It's to save the opportunity to do what's right for the client. YouTube link: https://youtu.be/H-X_nd9YCF8 If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

October 16, 2026Episode 35915 min

#359: The Man Who Saved 669 Children

What would you do if you had the opportunity to save hundreds of lives—but absolutely no idea how to do it? In 1938, 29-year-old British stockbroker Nicholas Winton canceled a skiing vacation and traveled to Prague, where he helped organize the rescue of 669 children from Nazi persecution. Then he quietly went on with his life. Nearly 50 years later, he discovered the extraordinary impact of his actions during an unforgettable television reunion. In this episode of Agents for Life, we explore three powerful lessons from his story: do the right thing, don't wait for permission, and make overwhelming problems small enough to solve. Sometimes ordinary people accomplish extraordinary things simply because they're willing to act. YouTube link: https://youtu.be/POShSeHT1Ck If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

October 8, 2026Episode 35751 min

#358: The Life Insurance Appointment: Start to Finish

What should actually happen during a life insurance appointment—from the moment you meet the client to the moment you begin the application? In this special extended training episode, I walk through my appointment process from start to finish: establishing trust, asking the right questions, identifying the real need, understanding existing coverage, pre-qualifying the decision, presenting options without overwhelming the client, and smoothly moving into the application. The exact words aren't the secret. Learn the principles, make them your own, and keep getting a little better with every appointment. YouTube link: https://youtu.be/J8JxdWfzreE If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

October 2, 2026Episode 35711 min

#357: The 5 Personalities of a Bad Life Insurance Salesperson

Meet Bulldozer Bob, Professor Pete, Golden Retriever Gary, Scripted Steve and Commission-Breath Carl—the five personalities of a bad life insurance salesperson. The funny thing? Each one actually has a trait that could make them great. In this episode, we'll look at what each personality gets right, where they take it too far, and how to find the balance between confidence, knowledge, empathy, process and hunger. YouTube link: https://youtu.be/gst09Ngx1iY If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

September 25, 2026Episode 35616 min

#356: Stop Playing the Game. Build the Board.

Most people spend their careers trying to become a more valuable piece on somebody else's chessboard. ut there's another level: building the board. In this episode, we explore the progression from execution to leverage to ownership—and why the ultimate goal isn't simply doing more, but building people, processes and systems that can produce results without everything depending on you. YouTube link: https://youtu.be/mcEaC3_BQ0E If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

September 18, 2026Episode 35512 min

#355: The Man Who Walked Toward the Fire

In 1940, Polish resistance fighter Witold Pilecki did something almost unimaginable: he deliberately allowed himself to be captured and sent to Auschwitz. His mission was to uncover what was happening inside and organize resistance from within. His extraordinary story gives us three powerful lessons about courage, purpose, and doing important work even when nobody is watching. YouTube link: https://youtu.be/zF4daeO9C68 If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

September 11, 2026Episode 35414 min

#354: Don’t Confuse a Bad Day With a Bad Decision

One bad dial session. A few no-shows. A chargeback. A rough week—and suddenly you're questioning everything. But a bad result doesn't necessarily mean you made a bad decision. In this episode, we talk about how to separate temporary setbacks from real warning signs, why one data point isn't a trend, and a simple Pause → Zoom Out → Decide framework for making better decisions when things aren't going your way. YouTube link: https://youtu.be/1gTOjk-YWtk If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

September 5, 2026Episode 35317 min

#353: The Sale Before the Sale

Most agents think the sale happens when they present the product and ask for the business. But by then, most of the real selling should already be done. In this episode, we break down the three sales that happen before the sale—building trust, creating conviction around the problem, and agreeing on the solution—so the final recommendation becomes the logical conclusion rather than a sales pitch. Don't wait until the close to start selling. Build the case, then ask for the verdict. YouTube link: https://youtu.be/XaCOky45kAA If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

August 28, 2026Episode 35211 min

#352: Your Brain Is a Terrible CRM

How much of your business are you trying to keep in your head? Leads to call, pending cases to check, clients to follow up with, appointments to remember—the mental load adds up quickly. In this episode, we look at why your brain makes a terrible CRM and introduce a simple three-part system for making sure opportunities don't disappear: Place. Status. Action. The goal isn't just better organization. It's freeing your brain to do the work only you can do. YouTube link: https://youtu.be/FW_Lf1_XDa0 If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

August 21, 2026Episode 35117 min

#351: Somebody's Gotta Get Uncomfortable

The most important questions in a life insurance appointment are often the most uncomfortable ones to ask—and answer. But avoiding them doesn't make the problem go away. In this episode, we talk about why great agents are willing to go where others won't, how to use uncomfortable questions without becoming pushy or manipulative, and why sometimes the best thing you can do after asking a tough question is simply shut up and listen. Ask it. Sit in it. Clarify it. YouTube link: https://youtu.be/_cwj5fPy6xU If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have an idea or topic suggestion? Talk to me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking