Libsyn Directory

How to Launch a Life Insurance Business with Monty Flack - Episode 6

Release Date: 10/12/2023

Unlocking Success in Life Insurance with Wade Borth - Episode 20

Guest hosting today's episode is CIO of Factum, Wade Borth. He talks about the importance of understanding your niche, building a solid foundation, and sticking to a proven system. Join him as he shares insights on the knowledge, administration, and mastery needed to grow your business successfully. And remember, it all begins with understanding who you are and where you want to go! Highlights 01:09 The benefits of the systems Factum has built to aid business growth 03:43 Key tasks to do to succeed in business touched on: Identifying your niche 05:25 Points to consider while embarking on a...

The Hive Mind with David Zapata - Episode 19

In this episode of Powered by Factum, Kyle and David explore 'The Hive Mind' at Factum Financial. They don't consider themselves just life insurance salesmen; they are a leadership development company that believes in abundance in all areas of life. Discover how their culture of collaboration and creative thinking drives innovation and leads to a better customer experience. Tune in as Kyle and David discuss the power of bringing diverse minds together and how it shapes our path towards excellence and abundance. Highlights 01:48 The impact of their company culture on improving customer...

Abundance Unlocked: Navigating the Five Areas of Life with Factum with Wade Borth - Episode 18

Hosting today's episode is Wade Borth, agent mentor at Factum. He explores the concept of abundance in five key areas of life: Spiritual, personal, family, financial, and occupational. Wade discusses the importance of relationships, vision, and taking action to achieve true abundance. Discover how the community at Factum helps individuals align their values and goals to lead more fulfilling lives. Tune in for insightful conversation that goes beyond dollars and cents, focusing on the journey to becoming the best version of yourself. Explore more at factinfinancial.com and see if our values...

Creating Abundance in All Areas of Life with Wade Borth - Episode 17

In today's episode of Powered By Factum, Kyle and Wade share their vision to serve a million clients. They discuss how their leadership team focuses on success, authentic leadership, and a compelling vision while providing valuable training and coaching to life insurance agents. Discover what sets Factum apart in the industry and why we believe in a transformational approach over a transactional one. If you're an agent looking to be part of a community that helps you grow, scale, and achieve your compelling vision, Factum might be the right fit for you. Join us in this journey of building a...

Focus on Success - Industry Masterminds with David Zapata - Episode 16

Today, hosts Kyle Fuller and David Zapata explore their views on personal finance, life insurance, and the pursuit of excellence. They discuss attending industry masterminds, including the annual Infinite Banking Concept Think Tank and Truth Concepts training, emphasizing the importance of clarity, math, and community in the financial world. Tune in for insightful discussions and valuable insights on building a culture of excellence in finance. Highlights 01:09 - David Zapata shares his experience attending the infinite banking concept event for the first time as a guest, the value of...

Focus On Success with Steve Chader - Episode 15

In this episode of Powered by Factum, Kyle is joined again by friend and mentor Steve Chader. Today, they dive into the core principle at Factum - creating the ideal life. They discuss the importance of focusing on success and how this concept applies to all areas of life, including spirituality, personal development, family, finances, and community. Take a listen as they explore the power of intentional growth, clarity of vision, and the significance of relationships in achieving an abundant and successful life. Highlights 01:12 Steve’s insights on financial independence and the point that...

The Value of a Mentor with Wade Borth - Episode 14

Guest host Wade Borth steps in again today to discuss the importance of mentorship and the personal and professional benefits that come with it. He shares that in his personal journey as an IBC mentor to fellow agents, he's learning from his mentees as well. The value a good mentorship can bring to not only the agent, but also the client is invaluable. Tune in to hear more about what a good mentor can do for you! Highlights 00:19 The value of having a mentor 02:17 Dynamics between a mentor and mentee and why it must be a two-way, mutually beneficial relationship 03:43 How working with mentors...

What Does Powered by Factum Mean For You? with David Zapata - Episode 13

Following last week's episode, today Wade and David do the What behind Powered by Factum. They discuss what each letter of Factum represents and what it means to be a part of the Factum brand, and the importance of mentorship to help you be the best version you can be - not only to yourself but also to your clients. Take a listen to see if being Powered by Factum is just the fuel you need! Highlights 02:03 The meaning and relevance of 'factum,' a term they define as the statement of facts and its relation to their business approach 07:36 Authentic Leadership and the need for constant...

Why Powered by Factum with David Zapata - Episode 12

Today, Wade and David guest host to discuss Powered by Factum and the why behind it. They discuss how Factum is trying to empower people to become their own banker, to go on a journey of self-discovery, education, and unfoldment. Joining a community where you can leverage resources, other people, knowledge, and experience can be a very powerful thing. Tune in to hear more about this community and the story behind it. Highlights 01:12 The value of framing conversations around why and discussing the value of being powered by Factum 05:09 Vision on where he wants to take his business 07:16 The...

Innovation Pt. 1: Monthly Policy Tracking with David Zapata - Episode 11

Joining Kyle today is fellow agent David Zapata where they discuss innovation in the life insurance industry. Kyle and David share how their FACTUM High Performing Organization model, focusing on success, leadership, vision, training, coaching, innovation, and ownership, is reshaping the industry. Tune in to learn how they're building solutions that empower agents and enhance the life insurance experience. Highlights 01:48 David Zapata’s background, including working in corporate America in the jet engine business and how it shaped his understanding of innovation 06:15 Things that pose as...

More Episodes

In today's episode, Kyle and Monty discuss what they feel like it takes to launch a successful Life Insurance business. They talk about the importance of having the right agents and the right training in place to ensure not only their success, but the business success. Kyle and Monty talk more about the processes they have in place to help to make someone an above average agent. Tune in today to hear if you are on the fence about getting into Life Insurance!

Highlights
00:44 Why most agents fail in their first two years in the life insurance business, attributing it to lack of focus
04:51 Importance of having a mentor and developing a clear identity in your business
07:35 The necessity of having solid, uninterrupted focus hours for your business
11:05 The role of leadership principles in agent training
13:55 The power of community and collaboration
22:16 Top three to focus on during the day
30:08 The three books that helped them integrate their philosophy into
38:00 How during their virtual training, they allow new agents to practice their scripts and how positive "peer pressure" can lead to increased productivity
39:54 Importance of personal development alongside business development
42:37 Why agents need to focus on servitude first before thinking about creating their unique approach
44:57 The benefits of the life insurance industry and the need for more leaders in the field

Episode Resources

https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Monty Flack
monty@factumfinancial.com
https://www.factumfinancial.com/

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