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August 1, 2025 • 41 mins

In this episode, we’re joined by Chase Urich, a standout leader and innovator in the final expense insurance market. With years of experience and a passion for elevating the industry, Chase breaks down what it truly means to "set the standard" in a space often clouded by confusion and complacency.

We dive into: 

  • The key principles that drive Chase’s approach to final expense sales
  • How to build trust and long-term value with clients in a sensitive niche
  • The biggest mistakes agents make—and how to avoid them
  • Why ethical, education-first selling is the future of the business
  • Chase's vision for where the final expense space is headed next

Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!

Have questions or topics you’d like 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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Listen to Previous Episodes:
https://hipe.financial/

Connect with David and Lindsey:
davidcurry@orca.life | lindseycurry@orca.life | (502) 314-2789

Subscribe to our YouTube Page:
https://www.youtube.com/@HipeFinancial

Connect with Chase Urich:
c.urich@theequitagroup.com | 972-339-0191

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About HIPE Financial:

Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance.  Whether the senior market with life, health and wealth or young professionals seeking their next level of performance.  HIPE is focused on the solution.

HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services.

Advising | Medicare | Annuities | Life Insurance

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