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 you thrive in the final expense industry!  Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 space. 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 | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation Connect with Josh Sullivan – Owner, Your Life Agency: Email --- joshsullivanff@gmail.com Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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!   Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation Connect with Michelle Hilliker: Email --- mhilliker@aatx.com  Website --- https://www.americanamicable.com/v3/ Linkedin --- https://www.linkedin.com/in/michelle-hilliker-9b615032/ Instagram --- https://www.instagram.com/michelle.hilliker/ Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 principals can be applied to molding agents in the final expense space. Social Media branding has exploded in recent years, and has helped entrepreneurs, sales people, and financial advisors take their business to the next level. 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 | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Connect with Joe Basso: Email --- Joe@thepinnaclelifegroup.com Website --- https://www.thepinnaclelifegroup.com/ Linkedin --- https://www.linkedin.com/in/joseph-basso-715b25206 Instagram --- https://www.instagram.com/thejosephbasso/reel/C6aYP14g8lz/   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity    About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 eyes of the consumers and clients.  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 | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Connect with Matthew:Website --- Matthew@murraymarketing.netLinkedin --- https://www.linkedin.com/in/murraythemarketer/ Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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, maintaining a strong work ethic, and persevering through the highs and lows of this demanding yet rewarding field. 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 | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Connect with Jeremy Gordee: Linkedin --- https://www.linkedin.com/in/jeremy-gordee-2aa14a216/     Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 --- 704-724-3648 Website --- https://justinbrock.com/ Linkedin --- https://www.linkedin.com/in/thejustinbrock/   Connect with Holden Hassell: Phone --- 704-724-3648 Website --- https://www.hhhinsurancegroup.com/ Linkedin --- https://www.linkedin.com/in/holden-h-hassell/ Instagram --- https://www.instagram.com/holdenhhassell/?hl=en   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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.    Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Connect with Holden Hassell: Phone --- 704-724-3648 Website --- https://www.hhhinsurancegroup.com/ Linkedin --- https://www.linkedin.com/in/holden-h-hassell/ Instagram --- https://www.instagram.com/holdenhhassell/?hl=en   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!   Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Connect with John Peterson: Phone --- 704-724-3648 Website --- https://www.linkedin.com/company/aldeninsagency/ Linkedin --- https://www.linkedin.com/in/johnpeterson/ Instagram --- https://www.instagram.com/johnpetersontx/?hl=en   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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!   Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation     Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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!   Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation     Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 in the final expense industry!   Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity     About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 final expense industry!   Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation     Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 you thrive in the final expense industry!   Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Connect with Jim Damato:   Linkedin --- https://www.linkedin.com/in/james-damato-678895216/   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Connect with Wesley Shepard: Book an Appointment --- https://calendly.com/wshepard Linkedin --- https://www.linkedin.com/in/wesleyshepard/ Instagram --- https://www.instagram.com/wesleytheshepard/   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 insights and inspiration to help you thrive in the final expense industry!   Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Linkedin --- https://www.linkedin.com/in/jeremy-gordee-2aa14a216/ Facebook --- https://www.facebook.com/jeremy.gordee/   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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 industry!   Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity     About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

On episode 14 of EFES Nation, Chase is flying solo on the microphone as he outlines the proper ways to successfully work with an agency. He points out some red flags to look for and certain questions you should be asking agencies about career growth and development. 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 | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation     Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

On episode 13 of EFES Nation, Chase is joined by Tony Bowen - Owner of Bowen Retirement Group. Tony has over 20+ years of experience as a personal producer and agency owner. Each year Tony consistently produces over $300,000 in personal sales with his team doing much more collectively as an agency. In this episode, Chase and Tony discuss the keys to being a successful producer, and the proper mindset to have as an agent for 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 | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Connect with Tony Bowen:   Linkedin --- https://www.linkedin.com/in/tony-bowen-43b501166/   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

On episode 12 of EFES Nation, Chase welcomes back Vice President of Sales for Equita, Ryan Caras to the show. Ryan and Chase break down the importance of finding the right partner, and explain the two keys to follow to be successful in the final expense 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 industry! Listen to Previous Episodes: Podcast | EFES Nation Connect with Chase: https://www.efesnation.com/jointhenation   Connect with Ryan Caras: Linkedin --- https://www.linkedin.com/in/ryan-caras-974331206/   Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity   About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently. Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.