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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.
Episoade
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- Like Father, Like Son – Why Collin Urich Followed in His Father’s Footsteps · 22 minIn 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…
- Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America · 7 minAn 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…
- The Future of the Insurance Industry - With Amber Allen · 27 minIn 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…
- AEP Dos & Don’ts + Cross-Selling Strategies for Your Business · 21 min · Episodul 32AEP 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…
- Teaming-Up in the Final Expense Space with Josh Sullivan · 37 min · Episodul 31On 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…
- Understanding the Agent’s Appeals Process – With Michelle Hilliker · 35 min · Episodul 30On 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…
- Good Leadership is a Collaborative Effort – With Joe Basso · 41 min · Episodul 29Developing 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…
- Using Authenticity as a Tool For Success · 46 min · Episodul 28Social 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…
- The Power of Work Ethic and Perseverance in the Final Expense Industry · 40 min · Episodul 27Work-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…
- Building a Successful Agency from the Ground Up - With Justin Brock · 57 min · Episodul 26This 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…
- Unpacking the New CMS Rules: Strategies to Maximize AEP Performance · 37 min · Episodul 25This week, Chase is joined by Holden Hassell, Owner of HHH Insurance Group. With CMS changes affecting Medicare sales, the guys discuss strategies for agents to help them have a…
- Products, Strategy and Efficiency in Your Business - With John Peterson · 32 min · Episodul 24On episode 24 on EFES Nation, Chase is joined by guest John Peterson. John is the Owner of Alden Agency with years of success as an insurance broker. In this episode, the guys…
- The Good, The Bad & The Ugly - Interview with Josh Sullivan · 28 min · Episodul 23This week, Chase is joined by Agency Owner Josh Sullivan. Josh provides a glimpse into his background and discusses the importance of going “all-in” as agency owners to reach…
- Learning to Build a Better Book of Business - With Jeremy Johnson · 27 min · Episodul 22This week, Chase is joined by Agency Owner Jeremy Johnson to discuss how agents can build a great book of business. Plus, a conversation on how utilizing the right technology can…
- The Importance of Finding the Right Lead Source - Interview with Ryan Casas · 24 min · Episodul 21Chase is joined again by Ryan Casas – Vice President of Sales for Equita Group. Chase and Ryan discuss their philosophies on selling to clients, the importance of having the…
- How EFES Culture Assists Agents to Succeed · 26 min · Episodul 20On this episode of EFES Nation, Chase outlines the different ways that EFES University helps agents evolve in their careers. He discusses in depth these proven systems and…
- How to Build Solid Chemistry with a Client - Interview with Jim Damato · 27 min · Episodul 19This week, Chase is joined by Jim Damato – Owner of JD Insurance. In this episode, Jim shares highlights from his career, and the guys discuss keys to success in this industry…
- Consistent Habits are the Foundation of Success - With Wesley Shepard · 29 min · Episodul 17Chase welcomes Wesley Shepard, the President of Haven Financial, to the show. Wesley and Chase both believe in the power of consistency and the common habits that accompany…
- Recapping AEP 2023 & Discussing Strategies for 2024 - Interview with Jeremy Gordee · 23 min · Episodul 16AEP for 2023 has come and gone, so on this episode of EFES Nation, Chase is joined by returning guest Jeremy Gordee – Life Insurance Specialist & Owner of Pelican Financial. They…
- Keys to Success for New Agents – How to Win in This Industry · 27 min · Episodul 15On this week’s episode of EFES Nation, Chase explains the keys to becoming a successful agent in the final expense space. Listen-in and learn what to do, as well as what NOT to…
