Dialing for Dollars Podcast

Dialing for Dollars Podcast
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Dialing for Dollars Podcast — we're talking life insurance, sales, and everything that happens between the first dial and the death benefit.

  1. 15h ago

    EP.15: How to Get Started in Retirement Planning w Thal Martin

    Retirement Planning for Insurance Agents: How to Cross-Sell Annuities Without Becoming an Expert | Thal Martin | Dialing for Dollars Podcast EP. 15 Most insurance agents never tap into the retirement planning market because they think annuities are too complicated. In this episode, Corey Mitchell sits down with retirement planning specialist Thal Martin to break down annuities, retirement income planning, and how final expense agents can identify retirement opportunities without becoming annuity experts overnight. Thal shares his unique journey into the insurance industry, why he started with annuities instead of life insurance, common annuity misconceptions, strategies for protecting retirement assets, and how agents can work with specialists to serve clients while creating additional revenue streams. Whether you're a final expense agent, life insurance producer, or someone planning for retirement, this episode provides practical insights into building safer retirement strategies and understanding today's annuity marketplace. 00:00 - Introduction & Meet Thal Martin01:05 - How Thal got started in annuities03:15 - Why he chose annuities over securities05:35 - Biggest misconceptions about annuities08:15 - Different types of annuities explained13:57 - MIGA vs CD: Which is better?16:34 - Income annuities vs accumulation annuities20:46 - Income riders and common mistakes29:29 - Product mistakes new annuity agents make34:14 - How much retirement money should stay liquid?35:27 - Assessing retirement risk correctly42:47 - Joint work: Learning annuities while you earn43:51 - How final expense agents can find annuity opportunities54:00 - Building trust with retirement clients01:01:56 - Lead generation and prospecting strategies01:05:08 - Personal branding and social media01:12:41 - Cross-selling retirement assessments01:15:31 - Rapid fire annuity questions01:16:16 - Most underrated annuity product01:17:01 - Most overrated retirement strategy01:18:04 - Biggest annuity myth01:20:04 - Best advice for new annuity agents01:22:05 - How to connect with Thal Martin01:23:01 - Closing thoughts If you're looking to add retirement planning conversations to your existing life insurance business, this episode provides a practical roadmap for getting started while serving clients the right way. Follow us on Social Media!@DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTubeEpisodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods Corey MitchellInstagram: @VictoryLifeWithCoreyFacebook: @VictoryLifeWithCoreyTikTok: @VictoryLifeWithCoreyYouTube: @VictoryLifeWithCorey Thal MartinInstagram:@insurancemoneymovesservices@ThalSmithMartin

    1h 24m

  2. Jun 23

    EP.14: Young Guns w Jacob Otero and Seann Joseph

    Two young life insurance agents share what it's really like building a business in your 20s. Corey Mitchell sits down with Jacob Otero (21) and Seann Joseph (25) to discuss getting started in life insurance, overcoming rejection, buying leads, developing authority on sales calls, investing in yourself, and why success in sales isn't a get-rich-quick scheme. Whether you're a new agent, considering a sales career, or looking for entrepreneurial inspiration, this episode provides practical lessons from agents actively building their businesses. 00:00 Introduction01:00 Jacob's insurance journey02:15 Seann's story03:10 Get-rich-quick myth07:15 Advantages of being young08:40 First sales and struggles10:05 Staying motivated13:25 Building credibility with clients17:35 Investing in leads and growth21:35 Lead generation strategies26:05 Handling rejection29:50 Lessons from the first 90 days32:10 Developing authority37:00 Unexpected challenges40:25 Discipline and routines44:55 What they wish they knew sooner48:05 College vs. sales54:20 Advice for young entrepreneurs01:00:15 Who succeeds in sales01:02:25 Rapid-fire questions01:07:15 How to connect Follow us on Social Media!@DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTubeEpisodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods Corey MitchellInstagram: @VictoryLifeWithCoreyFacebook: @VictoryLifeWithCoreyTikTok: @VictoryLifeWithCoreyYouTube: @VictoryLifeWithCorey Jacob OteroInstagram: @JacobSellsInsurancePhone: 505.417.2082 Seann JosephSeannJoseph.Life@gmail.com

    1h 9m

  3. Jun 16

    EP.13 Things Every New Agent Needs to Know with Richelle Jessey

    In this episode of the Dialing for Dollars Podcast, Corey Mitchell sits down with Richelle Jessey to discuss the lessons every new insurance agent should learn as early as possible. Richelle shares her journey into life insurance, how she built referral partnerships, why discovery is critical to closing sales, how to avoid shiny object syndrome, and what agents can do to stay focused when results aren't showing up as quickly as they'd like. Whether you're a brand-new agent or looking to level up your production, this episode is packed with practical sales, mindset, and business-building advice. 00:00 Introduction00:34 Meet Richelle Jessey01:33 Her path into life insurance08:10 Discovery and asking better questions09:12 Giving every policy a job10:58 The DIME method11:58 Why less pressure closes more sales26:23 Building referral partnerships31:01 Free leads through networking55:03 Avoiding shiny object syndrome56:04 Profit vs. cash flow57:35 Three Feet From Gold01:01:59 Building the life you want01:03:39 Agency building and leadership01:07:00 Producer vs. owner paths01:09:01 Work-life balance01:11:27 How to connect with Richelle Follow us on Social Media!@DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTube Episodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods Corey MitchellInstagram: @VictoryLifeWithCoreyFacebook: @VictoryLifeWithCoreyTikTok: @VictoryLifeWithCoreyYouTube: @VictoryLifeWithCorey Richelle JesseyInstagram: @insideinsurancewithrichelleFacebook: Richelle JesseyEmail: richelle@jesseylifeagency.com Keywords: life insurance sales, insurance agent training, final expense sales, life insurance business, insurance entrepreneurship, sales mindset, referral marketing, insurance recruiting, telesales insurance, Dialing for Dollars Podcast.

    1h 13m

  4. Jun 9

    EP.12 Turning the Corner w Wendy Whitson

    In this episode of the Dialing for Dollars Podcast, Corey Mitchell and Tyiwan “Tai” Sommerville sit down with Wendy Whitson from Empower Life Group’s Bright Side team to discuss the realities of life insurance telesales, overcoming anxiety, building confidence on the phones, handling rejection, and surviving the ups and downs of the business. Wendy shares her journey through multiple insurance companies before finally finding success at Empower, how mentorship and community changed her mindset, and why confidence and consistency are the true keys to production. The conversation dives deep into:• Lead flow & lead quality• Objection handling• Roleplay & scripting• Social media for agents• Managing stress & burnout• Staying mentally strong during slow periods• Investing in yourself and your business• Growing your vision & income goals ⏱️ TIMESTAMPS 00:00 Intro & welcoming Wendy01:21 Wendy’s insurance journey04:08 Finding Empower Life Group05:43 Confidence breakthroughs09:26 Social media & content creation11:00 Tracking activity & numbers13:00 Anxiety & mindset15:55 Dollar leads & objections21:32 Reviewing calls & tone25:15 Family conversations about leads28:00 Trusting the process36:10 Wendy’s future goals42:12 Simplifying scripts & training44:22 Roleplay & objection practice47:31 How to contact Wendy48:45 Outro Follow us on Social Media!@DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTubeEpisodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods | CastBox Corey MitchellInstagram: @VictoryLifeWithCoreyFacebook: @VictoryLifeWithCoreyTikTok: @VictoryLifeWithCoreyYouTube: @VictoryLifeWithCorey Tyiwan “Tai” SommervilleInstagram: @Axel3r8ion Wendy WhitsonInstagram: @wendythompson4797

    50 min

  5. Jun 2

    EP.11 Joint Work w Joe Skelley

    In this episode of Dialing for Dollars, Corey Mitchell and Tai Sommerville sit down with Joe Skelley to discuss agency leadership, recruiting, IMO contracts, retention, and what it really takes to build a sustainable insurance business. Joe shares lessons from his insurance career and explains why culture, mentorship, accountability, and long-term thinking matter more than hype and fast recruiting. Topics include:• IMO structures & contracts• Recruiting vs leadership• Mentorship & accountability• Agent retention• Production expectations• Building scalable systems Timestamps:0:00 Intro0:34 Welcome1:11 Meet Joe Skelley10:14 Agency culture13:07 Recruiting vs mentorship18:22 Insurance contracts24:37 Accountability31:16 Retention & long-term thinking39:11 Systems & scalability49:52 Final advice Follow us on Social Media!@DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTubeEpisodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods Corey MitchellInstagram: @VictoryLifeWithCoreyFacebook: @VictoryLifeWithCoreyTikTok: @VictoryLifeWithCoreyYouTube: @VictoryLifeWithCorey Tyiwan “Tai” SommervilleInstagram: @Axel3r8ion Joe Skelleyjoe.skelley@lastingmark.com

    1h 1m

  6. May 26

    EP.10 Unlocking the Script w Dana Nesen and Cayden Sanchez

    Episode 10: Unlocking the Script w/ Dana Nesen & Cayden Sanchez In this episode of Dialing for Dollars, Corey Mitchell and Tai Sommerville sit down with Dana Nesen and Cayden Sanchez to discuss what actually makes a sales script effective in life insurance. The conversation covers why agents obsess over scripts, when scripts matter most, why tonality and communication matter more than most agents think, and how preparation and community accelerate success. Topics include:• Script structure vs word tracks• Communication & tonality• Objection handling• Analysis paralysis• Preparation habits• Why community matters Timestamps:0:00 Intro0:34 Welcome1:08 Meet Dana & Cayden6:00 Why Dana created her script8:42 Scripts are communication tools11:21 Structure vs words16:07 Analysis paralysis20:29 Listening skills27:27 Handling objections31:40 Preparation & confidence42:29 Community matters Follow us on Social Media!@DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTubeEpisodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods Corey MitchellInstagram: @VictoryLifeWithCoreyFacebook: @VictoryLifeWithCoreyTikTok: @VictoryLifeWithCoreyYouTube: @VictoryLifeWithCorey Tyiwan “Tai” SommervilleInstagram: @Axel3r8ion Dana NesenInstagram: @finalexpensetelesalesYouTube: FinalExpenseTelesalesFacebook: Dana Nesen Cayden SanchezInstagram: @the_caydensanchezFacebook: Cayden SanchezSkool: https://www.skool.com/insurance-daddy

    48 min

  7. May 19

    EP.9: Ai Outreach and Appt Setting with Jeremiah Cox

    Episode 9: AI for Life Insurance Agents w/ Jeremiah Cox In this episode of Dialing for Dollars, Corey Mitchell and Tai Sommerville sit down with Jeremiah Cox, founder of Profit Hexagon, to discuss how AI is changing the insurance industry. Jeremiah shares how he transitioned from top-producing life insurance agent to building an AI automation platform for insurance agents. Topics include:• AI appointment setting• Automated follow-up systems• TCPA & compliance risks• HIPAA concerns with AI• CRM inefficiencies• Revenue leak opportunities for agencies Timestamps:0:00 Intro0:34 Welcome0:46 Meet Jeremiah3:11 Building Profit Hexagon7:14 AI objection handling16:57 AI compliance risks23:46 California restrictions29:15 Producer to founder journey36:34 Revenue Leak Audit45:00 AI demo49:29 Pricing explained55:17 HIPAA compliance Follow us on Social Media!@DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTubeEpisodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods | CastBox Corey MitchellInstagram: @VictoryLifeWithCoreyFacebook: @VictoryLifeWithCoreyTikTok: @VictoryLifeWithCoreyYouTube: @VictoryLifeWithCorey Tyiwan “Tai” SommervilleInstagram: @Axel3r8ion Jeremiah CoxInstagram: @profithexagon, @jeremiahcoxfredhttps://www.profithexagon.com/insurance-pricing

    59 min

  8. May 12

    EP.8: Employee Mindset vs Business Owner Mindset with w Pryor Hovis

    EPISODE 8: Employee Mindset vs Business Owner Mindset with w Pryor Hovis What separates top producers from agents who never make it? In Episode 8 of Dialing for Dollars, Corey Mitchell, Tai Sommerville, and special guest Pryor Hovis break down the real difference between employee thinking and business owner thinking in life insurance sales. Pryor shares his wild journey from building a successful e-commerce business to losing everything overnight after Amazon shut down his accounts—forcing him into life insurance sales. The guys dive into: ✅ Entrepreneurship vs employee mentality ✅ Why most agents quit too early ✅ The harsh realities of final expense sales ✅ Discipline, dials, leads, scripts & consistency ✅ Why social media sells the dream but not the grind ✅ Building long-term wealth through renewals and backend commissions ✅ Why entrepreneurship is basically a mental disorder 😂If you're new to life insurance sales, final expense, telesales, or entrepreneurship, this episode is for you. TIMESTAMPS 0:00 Intro 0:34 Welcome to Episode 8 1:00 Pryor’s background & how he got into insurance 2:10 Building e-commerce businesses & Amazon success 3:16 Losing everything overnight after Amazon shutdown 8:42 Transition into life insurance sales 11:03 Employee mindset vs business owner mindset 13:45 Entrepreneurship = passion + sacrifice 15:18 Shiny object syndrome in insurance sales 17:11 Why insurance mirrors real life 18:48 When more effort gets less results 19:27 Lessons from a wealthy real estate attorney 23:26 Follow-up, discipline & consistency 26:02 Insurance sales history & why modern agents have it easier 29:15 Backend commissions & long-term wealth 33:15 Treating insurance like a business 38:57 Why nobody loves insurance at first 43:13 Confidence comes through repetition 45:21 Fastest way to adopt entrepreneur mindset 46:58 Nobody is coming to save you 53:26 Retirement, money & family financial responsibility 56:54 Why quitting isn’t an option 59:21 Protecting your work schedule as a 1099 agent Follow us on Social Media! @DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTube Episodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods| CastBox   Corey Mitchell Instagram: @VictoryLifeWithCorey Facebook: @VictoryLifeWithCorey TikTok: @VictoryLifeWithCorey YouTube: @VictoryLifeWithCorey   Tyiwan “Tai” Sommerville Instagram: @Axel3r8ion   Pryor Hovis Instagram: @pryor_hovis

    1h 10m
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About

Dialing for Dollars Podcast — we're talking life insurance, sales, and everything that happens between the first dial and the death benefit.

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  • Creator
    Dialing for Dollars Podcast
  • Years Active
    2K
  • Episodes
    15
  • Rating
    Explicit
  • Copyright
    © Dialing for Dollars Podcast
  • Show Website
    Dialing for Dollars Podcast