EFES Nation

Hosted by EFES

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Nov 2024

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About the show

Welcome to the EFES Nation Podcast - Powered by Equita Final Expense Services EFES EFES Nation was born from the love of ELITE LEVEL insurance specialists wanting to share their knowledge with other agents to help them achieve levels of success they never knew were possible. No hidden fees, monthly dues or anything like that to be apart of the Nation. Just a love for our business and a drive to do the best for your clients everyday. Equita Final Expense Services (EFES) is an Independent Marketing Organization specializing in the senior market. EFES is part of a larger insurance operation that has been offering life insurance, annuities and services since 1986. The home office is located in Richardson, TX and serves markets throughout the US.

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33 recent

November 16, 202421 min

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 Connect with Chase: https://www.efesnation.com/jointhenation Connect with Collin Urich: Collinurich.ins@gmail.com | 940-205-3609 Subscribe to our YouTube Page: 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.

November 11, 20246 min

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. 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 Connect with Chase: https://www.efesnation.com/jointhenation Subscribe to our YouTube Page: 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.

October 18, 202426 min

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 Connect with Chase: https://www.efesnation.com/jointhenation Subscribe to our YouTube Page: 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.

September 27, 2024Episode 3221 min

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 Connect with Chase: https://www.efesnation.com/jointhenation Subscribe to our YouTube Page: 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.

September 13, 202436 min

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 Connect with Chase: https://www.efesnation.com/jointhenation Connect with Josh Sullivan – Owner, Your Life Agency: Email --- joshsullivanff@gmail.com Subscribe to our YouTube Page: 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.

August 30, 202435 min

Understanding the Agent’s Appeals Process – With Michelle Hilliker

On episode 30 of EFES Nation, Chase is joined by Michelle Hilliker - Assistant Vice President-Marketing at American-Amicable Group of Companies for an in-depth discussion about the agents appeals process. 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 Connect with Chase: https://www.efesnation.com/jointhenation Connect with Michelle Hilliker: Email --- mhilliker@aatx.com Website --- https://www.americanamicable.com/v3/ Linkedin --- https://www.linkedin.com/in/michelle-hilliker-9b615032/ Instagram --- https://www.instagram.com/michelle.hilliker/ Subscribe to our YouTube Page: 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.

August 16, 202441 min

Good Leadership is a Collaborative Effort – With Joe Basso

Developing the right culture is key for any CEO and Entrepreneur when building a reliable team. On episode 29 of EFES Nation, Chase is joined by CEO Joe Basso of Pinnacle Life Group. The guys discuss training, culture, accountability, and building relationships as the true building blocks when heading up companies in the role of CEO and entrepreneurs, and how those foundational principals can be applied to molding agents in the final expense space. Social Media branding has exploded in recent years, and has helped entrepreneurs, sales people, and financial advisors take their business to the next level. 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 Connect with Chase: https://www.efesnation.com/jointhenation Connect with Joe Basso: Email --- Joe@thepinnaclelifegroup.com Website --- https://www.thepinnaclelifegroup.com/ Linkedin --- https://www.linkedin.com/in/joseph-basso-715b25206 Instagram --- https://www.instagram.com/thejosephbasso/reel/C6aYP14g8lz/ Subscribe to our YouTube Page: 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.

August 9, 202445 min

Using Authenticity as a Tool For Success

Social Media branding has exploded in recent years, and has helped entrepreneurs, sales people, and financial advisors take their business to the next level. In episode 28 of EFES Nation, Chase is joined by Matthew Murray – Owner of Murray Marketing to discuss how to properly brand your business on social media and to shift ones perspective of viewing social media content through the eyes of the consumers and clients. 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 Connect with Chase: https://www.efesnation.com/jointhenation Connect with Matthew:Website --- Matthew@murraymarketing.netLinkedin --- https://www.linkedin.com/in/murraythemarketer/ Subscribe to our YouTube Page: 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.

August 2, 202440 min

The Power of Work Ethic and Perseverance in the Final Expense Industry

Work-ethic and perseverance go together in everything in life. The final expense sales space is no different. In episode 27 of EFES Nation, Chase is joined by Life-Insurance specialist Jeremy Gordee to discuss the critical traits of work ethic and perseverance that are essential for success in the final expense insurance space. The guys discuss practical strategies for staying motivated, maintaining a strong work ethic, and persevering through the highs and lows of this demanding yet rewarding field. 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 Connect with Chase: https://www.efesnation.com/jointhenation Connect with Jeremy Gordee: Linkedin --- https://www.linkedin.com/in/jeremy-gordee-2aa14a216/ Subscribe to our YouTube Page: 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.

May 24, 202457 min

Building a Successful Agency from the Ground Up - With Justin Brock

This week, Chase is joined by Holden Hassell and special guest Justin Brock. The three discuss important pillars when building a successful business and how to properly invest the money to make sure your agency continues to grow. Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation Connect with Justin Brock: Phone --- 704-724-3648 Website --- https://justinbrock.com/ Linkedin --- https://www.linkedin.com/in/thejustinbrock/ Connect with Holden Hassell: Phone --- 704-724-3648 Website --- https://www.hhhinsurancegroup.com/ Linkedin --- https://www.linkedin.com/in/holden-h-hassell/ Instagram --- https://www.instagram.com/holdenhhassell/?hl=en Subscribe to our YouTube Page: 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.