EFES Nation
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.
Episodes
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 t...
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 tra...
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 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...
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 spac...
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!
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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 principal...
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 ey...
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,...
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 --- 704-72...
This 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 successful AEP this year.
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!
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On 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 discuss how John got started in the business, suffering from paralysis by analysis as a business owner, and how to create a solid strategy for continued growth.
Whether you're a seasoned professional or just starti...
This 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 peak success.
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!
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This 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 make everyday sales easier for agents.
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!
Liste...
Chase 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 right lead source and share some tips to always hitting your monthly sales number.
Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive...
On 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 outlines how an established organizational culture can help agents succeed.
Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the f...
This 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. Tune in to learn how you can implement these core elements into your own sales gameplan.
Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help ...
Chase 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 success.
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 | EF...
AEP 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 recap the positives and negatives of the Annual Enrollment Period and offer some possible strategies for 2024.
Whether you're a seasoned professional or just starting out, this episode offers valuable insigh...
On 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 do as a newer agent looking to thrive in the industry.
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 ind...
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