EFES Nation

EFES

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. read less
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The Good, The Bad & The Ugly - Interview with Josh Sullivan
Apr 5 2024
The Good, The Bad & The Ugly - Interview with Josh Sullivan
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel

Episodes

The Good, The Bad & The Ugly - Interview with Josh Sullivan
Apr 5 2024
The Good, The Bad & The Ugly - Interview with Josh Sullivan
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
Learning to Build a Better Book of Business - Interview with Jeremy Johnson
Mar 22 2024
Learning to Build a Better Book of Business - Interview with Jeremy Johnson
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
The Importance of Finding the Right Lead Source - Interview with Ryan Casas
Feb 23 2024
The Importance of Finding the Right Lead Source - Interview with Ryan Casas
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
How EFES Culture Assists Agents to Succeed
Feb 9 2024
How EFES Culture Assists Agents 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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
How to Build Solid Chemistry with a Client - Interview with Jim Damato
Jan 26 2024
How to Build Solid Chemistry with a Client - Interview with Jim Damato
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.  Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
Consistent Habits are the Foundation of Success - Interview with Wesley Shepard
Jan 12 2024
Consistent Habits are the Foundation of Success - Interview with Wesley Shepard
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
Recapping AEP 2023 & Discussing Strategies for 2024 - Interview with Jeremy Gordee
Dec 15 2023
Recapping AEP 2023 & Discussing Strategies for 2024 - Interview with Jeremy Gordee
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
Keys to Success for New Agents – How to Win in This Industry
Dec 1 2023
Keys to Success for New Agents – How to Win in This Industry
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
Finding the Right Agency to Partner With
Nov 3 2023
Finding the Right Agency to Partner With
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"Proper Mindset is Key to Success" - Interview with Tony Bowen
Oct 27 2023
"Proper Mindset is Key to Success" - Interview with Tony Bowen
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"Two Key Factors To Remember When Navigating Final Expense Sales" - Interview with Ryan Caras
Sep 29 2023
"Two Key Factors To Remember When Navigating Final Expense Sales" - Interview with Ryan Caras
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. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 To Contact Ryan Cases Click Here Check Out Our YouTube Channel
"How to Cross-Sell and Build Renewal-Based Income" - Interview with Holden Hassell
Sep 15 2023
"How to Cross-Sell and Build Renewal-Based Income" - Interview with Holden Hassell
Chase welcomes back Holden Hassell, Owner & CEO of HHH Insurance Group. Holden explains how you can become a six-figure, renewal-based income earner by implementing Medicare into your FE business model. In this episode, Chase and Holden discuss the key factors to Holden’s success and talk about how agents can identify the best opportunities for cross-selling! Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"Keys to Increasing Revenue" - Interview with Ron Reid
Sep 8 2023
"Keys to Increasing Revenue" - Interview with Ron Reid
On this episode of EFES Nation, Chase is joined by Ron Reid – Agency Owner at Select Senior Advisors. Chase and Ron have an in-depth conversation about why some agents fail out of the business and don’t use their time wisely. They also share tips to help focus-in on the major keys of revenue generation. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"How to Make Yourself Irreplaceable to Your Clients" - Interview with Holden Hassell
Jul 21 2023
"How to Make Yourself Irreplaceable to Your Clients" - Interview with Holden Hassell
On episode eight of EFES Nation, Chase is joined again by Holden Hassell. Holden started with final expense sales and joined Equita in 2017. He has helped hundreds of agents implement Medicare into their FE business model and build renewal-based income, and enjoys sharing his knowledge to help other agents succeed. In today’s episode, Chase and Holden discuss why agents should diversify themselves, and outlines ways to make yourself an irreplaceable agent. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"Keys to Success in the Final Expense Industry" - Interview with Joe Ciaccio
Jun 30 2023
"Keys to Success in the Final Expense Industry" - Interview with Joe Ciaccio
On episode Seven of EFES Nation, Chase is joined by Joe Ciaccio – Owner/President of Ciaccio Crew. Joe has experience, resources and ability to help you succeed on your journey in the insurance industry. For Joe, it’s all about the level of commitment you are willing and able to make to the industry. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"Steps Toward a Higher Insurance Sales Ceiling" - Interview with John Stagner
Jun 23 2023
"Steps Toward a Higher Insurance Sales Ceiling" - Interview with John Stagner
On this episode of EFES Nation, Chase is joined by John Stagner – owner of Missouri Benefit Services, operating with a focus in final expense and Medicare. Chase and John discuss keys to success within the insurance industry, and maxing out your potential future earnings as an agent. John also shares a story and lesson about how to broadcast your message to a skeptical client. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"How to Reach a New Level of Production" - Interview with Jason Horn
May 26 2023
"How to Reach a New Level of Production" - Interview with Jason Horn
This week, Chase is joined by Jason Horn - Owner of Coastal SS – who personally produced over $600k in life sales during his first two years in the business. We discuss Jason’s journey including making the jump to a completely different industry and staring down the challenges that accompany such a move. You will hear about Jason’s story, his knack for sales, and how to be comfortable in uncomfortable positions. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"Unlocking the Power of Annuities" - Interview with Jeremy Gordee
May 19 2023
"Unlocking the Power of Annuities" - Interview with Jeremy Gordee
On this episode, Chase is joined by Life Insurance Specialist Jeremy Gordee to discuss the benefits of selling annuities to clients. They also discuss the misconceptions about cross-selling annuities, and share some wisdom for agents about how to get started selling annuities successfully. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"Building the Right Culture for Your Agency" - Interview with Ryan Caras
May 12 2023
"Building the Right Culture for Your Agency" - Interview with Ryan Caras
Chase is joined by Ryan Caras, Vice President of Business Development for The Equita Group. Chase and Ryan stress the importance of people, culture and finding the right fit for these elements of your business.  Plus, the guys explain the importance of understanding the LOA Captive Model. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel
"The Most Common Obstacles to Overcome" - Interview with Cole McCoy
Apr 21 2023
"The Most Common Obstacles to Overcome" - Interview with Cole McCoy
On this episode of the EFES Nation podcast, Chase is joined by President of DCM Financial – Cole McCoy. Cole mentors agents around the country in Final Expense, Medicare, Annuities and Agency Building. They discuss how agents can develop a roadmap for handling rejection without getting discouraged, and why agents who go out without a plan will face consequences. Learn more at EFESnation.com Follow on Facebook  Call Chase Urich and EFES at (866) 490-9255 Check Out Our YouTube Channel