Épisodes

  • Alternative Investments That Actually MAKE SENSE with Brandon Rooks | Episode 26
    Feb 6 2025

    Dina Atkinson is the founder and principle partner Integrity Estate Planning, a firm that focuses on partnering with Insurance Agents and Financial Advisors to better serve their clients estate planning needs with wills, trusts, LLC's, and more. Dina hits on the big important things to know, the why's and how's, and to help your clients have the most effective outcome!!! REV Vendors - https://revagencysyndicate.com/freesources Dina Atkinson -(310)387-4111 -866-49-TRUST 🔔 Subscribe: https://www.youtube.com/channel/UC_SwYb-BB6A0bPPCOrdiPLw 📺 Watch Next: https://youtu.be/LAMcEJoDYXM 🔗 Connect with us and join the group: Facebook: https://www.facebook.com/groups/winningatinsurance For free resources: https://revagencysyndicate.com/freesources 🌟 Support Us: What are your thoughts on the show? Let us know how we can improve it! 👍 Like this video? Don't forget to give it a thumbs up and share it with your friends! #Investment #Investing #Insurance #business #trust #trustfund #estateplanning

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    51 min
  • Skating on Thin Ice with Patrick Cohlberg | Episode 25
    Jan 30 2025

    Patrick is the Director of Sales and Marketing for Lotus Life Group, a company focused on buying life insurance policies from older folks who are considering discontinuing payments and walking away from their policy anyways. Patrick lays out how agents and clients are leaving millions on the table when they don't at least obtain a settlement offer without obligation before cancelling or lapsing a life insurance policy. Tune in, learn more, and Let's Grow!!! Lotus Life Group - https://lotusgrouplifesettlements.com/ 🔔 Subscribe: https://www.youtube.com/channel/UC_SwYb-BB6A0bPPCOrdiPLw 📺 Watch Next: https://youtu.be/LAMcEJoDYXM 🔗 Connect with us and join the group: Facebook: https://www.facebook.com/groups/winningatinsurance For free resources: https://revagencysyndicate.com/freesources 🌟 Support Us: What are your thoughts on the show? Let us know how we can improve it! 👍 Like this video? Don't forget to give it a thumbs up and share it with your friends! #Investment #Investing #Insurance #business #IUL #retirementplanning #retirement

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    45 min
  • Removing Roadblocks for Insurance Agents & Financial Advisors with Steve Goldstein & Brooke Thomas
    Jan 15 2025

    Brook & Steve are the owners, chief visionaries, and primary operators of Retirement Analyzer (RA). RA is perhaps the most robust, usable, and powerful tool that insurance agents and financial advisors can use to take their case design to the next level. Steve and Brooke share how they got into their business, the challenges and successes they have had along the way, and where they see the future of life insurance, annuity, and financial services sales going. Retirement Analyzer - Retirement Analyzer

    Thomas - Thomas Gold Solutions 🔔 Subscribe: https://www.youtube.com/channel/UC_SwYb-BB6A0bPPCOrdiPLw 📺 Watch Next: https://youtu.be/LAMcEJoDYXM 🔗 Connect with us and join the group: Facebook: https://www.facebook.com/groups/winningatinsurance For free resources: https://revagencysyndicate.com/freesources 🌟 Support Us: What are your thoughts on the show? Let us know how we can improve it! 👍 Like this video? Don't forget to give it a thumbs up and share it with your friends! #Investment #Investing #Insurance #business #IUL #LifeInsurance #Retirement

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    46 min
  • Alternative Investments that actually make sense with Brandon Rooks | Episode 23
    Jan 8 2025

    Brandon is the founder of Rockstar Capital. Managing $93million, he has created one of the fastest growing real estate based private placements and still finds ways to take care of Ma and Pa and the agents and advisors that bring clients to them Rockstar Capital - https://www.rockstarcapitalfund.com/ 🔔 Subscribe: https://www.youtube.com/channel/UC_SwYb-BB6A0bPPCOrdiPLw 📺 Watch Next: https://youtu.be/LAMcEJoDYXM 🔗 Connect with us and join the group: Facebook: https://www.facebook.com/groups/winningatinsurance For free resources: https://revagencysyndicate.com/freesources 🌟 Support Us: What are your thoughts on the show? Let us know how we can improve it! 👍 Like this video? Don't forget to give it a thumbs up and share it with your friends!

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    58 min
  • Income Protection on Lockdown with Michael Sir | Episode 22
    Dec 31 2024

    Michael Sir with OneProtection (the most powerful disability income insurance sales tool) ...... covers his whys, hows, and more plus he takes the time to show us how to create more income protection conversations, sell more life insurance alongside disability income, and increase our closing ratios up to 90%

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    1 h et 19 min
  • Leaving Obscurity in the Dust with JaVaughn Spencer & Betsy Barr | Episode 21
    Dec 23 2024

    In this episode Betsy and JaVaughn (founders of LevelUp Leads and AdvisorVerified) share their inspiration for helping insurance agents come out of obscurity, the successes and failures they've had along the way, and the keys to ensuring you end up where you are trying to go.

    🔔 Subscribe: https://www.youtube.com/channel/UC_SwYb-BB6A0bPPCOrdiPLw📺


    Watch Next: https://youtu.be/2TgbCYLB_4A🔗


    Connect with us and join the group:


    Facebook: https://www.facebook.com/groups/winningatinsuranceFor

    free resources: https://revagencysyndicate.com/freesources

    🌟 Support Us:What are your thoughts on the show? Let us know how we can improve it!👍 Like this video? Don't forget to give it a thumbs up and share it with your friends!#Investment #Investing #Insurance #business #IUL #LifeInsurance

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    51 min
  • Monday Motivation: How to Guarantee Your Profitable Outcome Every Week | Episode 20
    Apr 28 2024

    In this episode Carson breaks down the process he uses to most effectively guarantee that he hits his goals for business week in and week out. 🔔 Subscribe: https://www.youtube.com/channel/UC_SwYb-BB6A0bPPCOrdiPLw 📺 Watch Next: https://youtu.be/sYJ4in3nHQk 🔗 Connect with us and join the group: Facebook: https://www.facebook.com/groups/winningatinsurance 🌟 Support Us: What are your thoughts on the show? Let us know how we can improve it! 👍 Like this video? Don't forget to give it a thumbs up and share it with your friends! #Investment #Investing #Insurance #business #IUL #LifeInsurance

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    28 min
  • An Entreprenuer That Controls Their Own Leads with Luis Aleman | Episode 19
    Apr 6 2024

    Luis breaks down how agents can take control of their own lead situation, what it takes to be a true entreprenuer, and more!

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    32 min