Many life insurance agents feel apprehensive and uncomfortable when talking to clients about their finances and financial needs. They feel as if there is a veil between what they do as insurance agents and effectively serving their client’s finances. 

 Agents are hesitant to dig in with a client’s finances because it is outside of their expertise and they are afraid of messing something up, and rightfully so. What many agents do not know is that there is a way to serve clients beyond their insurance needs and help them win financially. The secret is to come alongside someone with experience in financial services and gain the knowledge, understanding, and confidence to provide this service for your clients. 

In this episode, Roger and Chris talk with Pat Schmidt, an expert in the insurance and financial markets, about safely expanding your client offerings to include financial services.

Engage with Our Team

As we mentioned in this episode, there are several ways to now engage with our team including our Sales and Business Accelerator with weekly coaching points, training videos, and monthly deep dives. We also have smaller commitment 4-week coaching programs that are focused on specific products, sales concepts, or business growth ideas.

Get Started in Insurance Sales Today

Through an exclusive partnership with Xcel Testing Solutions, Life Insurance Academy listeners and subscribers can now receive an amazing 50% discount from the regular pre-licensing course fee of $199 to only $99 by utilizing a special discount code of “LIA” That’s the 3 simple letters of L-I-A. This exclusive discount is available for the Life, Health, and Accident Courses or even a combination of these required courses. Just go to and enter promo code LIA at checkout.

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