Lindsey & David at HIPE Financial are here to provide trust and security in your portfolio. Life insurance, senior health and retirement solutions can be confusing, but customer relationships are our focus when navigating complexity so we can provide simple answers. As mentors and coaches to professionals and performance seekers, Lindsey and David are ready to help. HIPE can take you where you want to go.
Too many agents are focused on closing the sale instead of having a real conversation. But true success in this business doesn’t come from pushing policies — it comes from understanding people.
In this episode, Lindsey and David are joined by Corey Price, Affiliate Principal of Legacy Financial, to explore one of the most powerful tools in any advisor’s arsenal: isolating the objection. ...
In episode 42 of the HIPE Leadership Podcast, Lindsey and David dive into a topic that too often gets overlooked until it's too late—life insurance. They explain how life insurance isn't just a financial product, but a powerful tool for protecting your loved ones and building a lasting legacy.
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In episode 41 of the HIPE Leadership Podcast, Lindsey and David are joined by Scotty Elliot. Scotty is Amerilife’s Chief Distribution Officer, Health. In this position, Elliott oversees a distribution organization of more than 50 independent health and life marketing organizations that has more than doubled in size since 2020.
Scotty, Lindsey, and David discuss various topics regarding ...
Lindsey and David break down myths surrounding the annuity space!
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
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Lindsey is joined by Agency Leader Kevin Glasscock to break down the key intangibles for success within the sales and final expense industry!
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't ...
In episode 38, David and Lindsey break down a powerful mindset shift from selling to serving — and why it’s the key to long-term success in business, leadership, and life!
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featu...
Lindsey and David are joined by Rayna Reyes. Reyes leads a team of highly skilled financial specialists with expertise in retirement planning, insurance management, and investments. Reyes is one of our top professionals and specializes in helping people retire early and achieve financial independence.
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In this episode, David and Lindsey dive deep into the art of building trust and closing sales in one of the most sensitive areas of insurance—final expense. Whether you're a seasoned agent or just starting out, understanding how to connect with your clients on a human level is the key to long-term success.
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In this bonus episode, we dive into the importance of tackling credit card debt before it spirals out of control. You'll hear insights from Robin Growley of Bank of America, who shares practical tips and a message of hope for anyone feeling overwhelmed by debt. Whether you're just starting to manage your finances or already feeling buried, this interview reminds us it’s never too late to...
In this episode, David and Lindsey are joined by Crystal Poe – Principal – Southern Life Insurance Group to break down exactly what it takes to elevate your game and dominate in the final expense industry.
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and you...
In this episode, David dives deep into one of the most powerful truths in entrepreneurship: real transformation in your business begins with personal transformation. Whether you're scaling a startup, pivoting a product, or just trying to stay sane in the chaos, one thing is clear—external change only sticks when it's rooted in internal growth.
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Leadership doesn’t pause when you’re tired—and in the fast-paced world of final expense, fatigue is almost guaranteed. Whether you're managing a team, pushing through solo sales days, or juggling personal challenges, this episode dives into how to lead with clarity, resilience, and purpose even when your energy is low.
In this episode, Lindsey and David discuss simple mindset shifts to s...
In this episode, Lindsey is joined by Kevin Glasscock to discuss the world of final expense insurance, exploring how to ensure your business is on the right path for long-term success. The analogy of “hooking your ladder to the right roof” comes to life as they discuss the importance of choosing the right markets, carriers, and sales strategies to elevate your business to new heights.
Su...
Episode 31 – Lindsey and David explain and examine the critical importance of building the right team and clientele. Whether you're a seasoned agent or just starting out, understanding how to chase and find the right people can make all the difference in your success. They discuss strategies for identifying high-quality prospects, building lasting relationships with clients, and developi...
"If you aim at nothing, you will hit it every time." This powerful quote speaks volumes about the importance of setting clear goals—and it's especially true when it comes to final expense planning. In episode 30 of HIPE Leadership Podcast, Lindsey and David explore the amount of people who avoid or delay planning for their final expenses, often resulting in unnecessary stress, financial ...
The final expense space is one where many people are hesitant to step in due to misconceptions or self-doubt. But what if the key to success is not about having the most experience or credentials, but rather believing in yourself and taking that first step? In episode 29 of HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader Nick Davis to explore how confidence, action...
Episode 28 – Lindsey and David are joined by Agency Leader Zach Randolph of Republic Financial. Zach discusses how he went from college into the final expense space, the lessons he’s learned along the way that have made his successful, and why seizing the opportunity has no perfect timing!
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...Episode 27 – Lindsey and David talk about various factors into living the type of life and experiencing the type of career in the final expense space you always dreamed about!
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be f...
Lindsey and David are joined by Glenn Crabtree – the Founder of ORCA Life. Glenn breaks down dreams, goals, and the deciding factors in determining if Final Expense sales is right for you!
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Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or to...
This week, Lindsey and David are joined by Agency Leader Ashley Williams. A former college basketball player - Williams has taken her career journey into the final expense space, and shares some of the lessons she has learned along the way for continued success in the insurance industry.
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