As insurance sales agents, we do not get paid on what business we write, we actually get paid on what policies are issued and kept. If a policy never gets approved, paid by the client or it cancels in the first year it triggers a dreaded process called a chargeback, that impacts us financially in a negative way. If you are moving too quickly with clients or you don’t earn their complete trust it sometimes results in this undesired outcome. If an agent doesn’t know how to properly handle these things before they happen or how to respond when one of these dreaded calls comes it can knock good agents and advisors out of the business.

The good news is that it doesn’t have to be this way. In today’s episode, industry top producer, national trainer and speaker, Peter Fournier joins Roger to discuss how to write, place and retain business at a high level. You will want to take notes on this one as there are some exclusive processes and techniques that Pete teaches that will help you increase your persistency to almost 100%. You will learn how to make and keep more money.

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. Or – if you want to see us in person, join one of our 2-day Game Changer Bootcamps! Start the conversation in the chat or use the form below!

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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