Agency Elevated's Podcast John Lucero

In this episode we have a Special Guest who shares her valuable perspective as young woman embarking in the space of Life Insurance and Financial Services. A discussion on what brought her to this process and how she made the decisions she did in her process. We explore and embark on stigmas in the culture of the youth and the dynamics that differ from the male and female perspective as it applies to Financial Literacy.  Check out this episode and empower yourself with financial literacy from the viewpoint of a confident teenage woman. Discover the secrets to achieving your dreams and creating a prosperous future. ✨💰



We believe EVERYONE needs to get a second opinion and feel empowered in their financial decisions for their future, this is why we offer ALL of our clients a no-obligation, easy quote! Just head to our website www.agencyelevated.com to get started or give us a call today at 877-413-0766



If you're looking to join a powerful and supportive mentor team, whether that be a part-time of full-time Agency Business Owner, we want to talk with you! Just give us a call today at 877-413-0766

In this episode, we explore the similarities and differences between:




401K
Roth IRA
Cash Value Life Insurance



Expand your knowledge about these three different products that can be used for Retirement planning. What are the benefits of each, what are the limitations of each and which ways can you utilize these products in your retirement portfolio.



Learn the tax-deferred advantages, tax-free advantages and, tax-favored advantages that these three different products offer. We evaluate each product both strengths and weaknesses and make comparisons between them all.



Walk away from this episode with a better understanding of some of your options and how these products may all have an important part in your portfolio.


To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com

If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com!

Don't miss the 2nd Part of a "Needs Analysis to Solutions" for Life Insurance.



In this episode, we take the Needs Analysis information and present solutions and products to solve for Jeanette and Joanna (our hypothetical clients). See the value of completing a thorough needs analysis and clearly explaining the solutions and products.



Every person should have or have had a needs analysis completed in this process, as each individual case is different. In this completion of a two-part episode, you see the steps from a thorough needs analysis all the way through the solution and commitment determined from the client's own budgetary needs.



To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com

If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com

5 Real Cases of People Purchasing Life Insurance with us at Agency Elevated.



From having a variety of health issues to being an entrepreneur, age ranges from 19 to over 70...and ALL of these examples received their Life Insurance Policy in the Month of September, LIFE INSURANCE AWARENESS MONTH #LIAM

Enjoy!

To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com

If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com

What does it look like to get a Life Insurance quote?



In today's episode, Jeanette comes on as an unscripted mock guest, while John is the Agent gathering information to get her a quote.

What we have found is most people dread or avoid this one step to having that extra layer of protection because the feel it will be hard, when in reality is a quick and easy process as you can see in today's episode.

Enjoy!

To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com

If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com

What is life insurance anyway? Most people automatically think of a big check handed to someone after the passing of a loved one but there is so much more to Life Insurance.

In today's episode, we take a simple and easy to understand look at what Life Insurance is. In our previous episode #1 we look into the difference between Term and Permanent Life Insurance and in future episodes we'll take a deeper dive into the details of Life Insurance but for now, here is "What is Life Insurance" to help you better understand and be more informed.

Enjoy!

To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com

If you are an Insurance Agent looking to get involved with one of the fastest growing Life Insurance Agencies just contact us directly at John@agencyelevated.com