Dialing for Dollars Podcast

Dialing for Dollars Podcast — we're talking life insurance, sales, and everything that happens between the first dial and the death benefit.

Dialing for Dollars Podcast is a business podcast hosted by Unknown Host, with 21 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Dialing for Dollars Podcast, a business show with 21 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #22

  EP.22: New, Not Finished: The Reality of Becoming a Great Agent

  Aug 18, 20261h 9mS1

  What does it really take to become a great life insurance agent? In Episode 22 of the Dialing for Dollars Podcast, Corey Mitchell sits down with Eric Andersen, a newer life insurance agent navigating the reality of building a career from the ground up. Eric shares the challenges of starting over, managing lead costs, getting enough reps, dealing with call reluctance, building confidence, staying consistent, and figuring out how to stay in the game long enough to get good. This conversation covers the messy middle of becoming an agent: low-quality leads, financial pressure, burnout, training overload, script execution, tonality, inbound calls, tracking numbers, personal development, accountability, warm-market conversations, and the importance of finding people who are further ahead and learning from them. The biggest message is simple: being new doesn't mean you're failing. You're learning, building reps, and developing the skills that eventually make you great. You're not finished. TIMESTAMPS 00:00 – Welcome & meeting Eric 01:17 – Eric’s journey into life insurance 02:38 – Adapting to working from home 04:31 – The reality of low-quality leads 05:38 – Finding the right environment 07:47 – Why new agents need community 09:00 – Training vs. getting on the phone 11:21 – Success in community, not isolation 12:13 – Eric’s lead strategy 14:06 – Commissions, cash flow & chargebacks 16:19 – Consistency & call reluctance 18:22 – Inbound calls vs. traditional leads 21:20 – Tracking your numbers 23:34 – Getting reps and learning the script 26:16 – Corey’s early struggles 28:12 – Anxiety and the nervous system 30:54 – Using the script naturally 34:38 – Avoiding training overload 37:19 – Trusting the script 38:52 – Discovery and difficult questions 41:05 – Personal development 42:47 – Protecting your mindset 44:52 – Advice for brand-new agents 46:41 – Find someone better and copy what works 48:19 – Staying in the game 49:27 – Creating financial stability 51:19 – Pressure and providing for family 52:25 – Why trying too hard can backfire 54:13 – Referrals and warm-market conversations 57:48 – Why selling to friends feels uncomfortable 01:01:05 – Practice, confidence & belief 01:02:29 – Mindset and helping people 01:03:23 – It’s simple, but it’s not easy 01:05:41 – Social media and building awareness 01:07:33 – Final thoughts Follow us on Social Media! @DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTube Episodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods Corey Mitchell Instagram: @VictoryLifeWithCorey Facebook: @VictoryLifeWithCorey TikTok: @VictoryLifeWithCorey YouTube: @VictoryLifeWithCorey Eric Andersen Email: IamAndersen@gmail.com

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  Episode #19

  EP 21 Underwriting Mastery with Trevor Tipton

  Aug 11, 202646 minS1

  Corey Mitchell sits down with underwriting expert Trevor Tipton, who built an AI-powered underwriting tool used across his agency, to break down what separates agents who lose deals in underwriting from those who don't. Trevor shares his path from exiting a $10M business into insurance, the systems he's built, and the exact talk tracks he uses to get clients to disclose their full health history before it costs a sale.In this episode:Trevor's path from exiting a $10M business to becoming a top-writing life insurance agentHow his AI-powered underwriting tool works, and why building your own isn't realistic for new agentsThe difference between entering conditions vs. medications when evaluating a caseComorbidity stacking: how conditions like diabetes, COPD, and heart issues interact by carrierTalk tracks for getting clients to disclose their full health history, including the contestability periodWhy the cheapest carrier isn't always the best value (concierge riders, claims service, brand trust)Vetting a client's comfort with EFT and digital signing before choosing a carrierHow to handle sensitive topics like felony records, parole, and past declinesWhy "the why" has to come before the underwriting questionsAvoiding guaranteed issue placements when a client could qualify for moreCommon application mistakes new agents make and how to avoid themTimestamps: 00:00 Welcome Trevor Tipton 01:10 Trevor's background: exiting a $10M business and finding insurance 03:01 First year in insurance: from $5K to $300K written 04:41 Rebuilding after a business partner's bankruptcy 07:01 Why Trevor is systems and automation driven 07:55 Building an AI underwriting tool for the team 10:14 How the tool works: conditions vs. medications 11:34 Walkthrough: a 72-year-old diabetic client example 12:37 Bipolar disorder across different carriers 13:43 Diabetes types and carrier-specific rules 14:49 Dementia and guaranteed issue policies 16:26 Getting clients to disclose their full health history 19:06 The talk track: explaining the contestability period 20:10 Role-play: the "pinky promise" for honesty 23:43 Toolkits vs. the proprietary underwriting tool for pricing 24:00 Choosing a carrier: value and benefits over the cheapest price 25:19 Vetting a client's comfort with EFT and digital applications 27:05 Avoiding false positives and calculating comorbidity 28:08 Stacking separate conditions for a standard rate 29:03 Asking about parole, DUIs, and past declines upfront 30:51 Carrier waiting periods after a decline 31:13 Case study: a client labeled a "bad character" 32:15 Choosing a carrier based on company reputation 33:58 Shortening the learning curve: run more appointments 34:24 Real example: an A1C that crept over the limit 35:38 Why the "why" comes before underwriting 37:05 Avoiding guaranteed issue when a client could qualify for more 37:45 Application pitfalls and carrier-specific quirks 39:40 Building rapport before asking invasive questions 40:29 Phone vs. Zoom for client meetings 41:41 Where to find Trevor Tipton 43:06 The RV lifestyle and why Trevor chose insurance 44:25 Building out health, life, and retirement verticalsFollow us on Social Media! @DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTube Episodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPodsCorey Mitchell Instagram: @VictoryLifeWithCorey Facebook: @VictoryLifeWithCorey TikTok: @VictoryLifeWithCorey YouTube: @VictoryLifeWithCoreyTrevor Tipton Built Different Financial Group Instagram: @Trevor__Tipton Tik Tok: Trevor_Tipton Facebook & LinkedIn: Trevor Tipton

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  Episode #20

  EP.20 Getting Technical with Annuities with Thal Martin

  Aug 4, 20261h 10mS1

  Corey Mitchell sits down for a second time with annuity expert Thal Martin to go deep into the technical side of annuities. They walk through real client scenarios covering participation rates, cap rates, taxation, underwriting, and long-term care riders, showing why annuities demand a level of expertise most agents haven't developed yet.In this episode:Why annuities aren't regulated as securities, and the risk the insurance company takes onHow participation rates, cap rates, and floors work togetherSuitability vs. best interest: uncovering a client's real needs before recommending a MYGATax mistakes agents make when a MYGA maturesHow life insurance, wills, and trusts fit into the annuity conversationUnderwriting on annuities, including long-term care facility questionsCase study: a 70-year-old with $300K in inherited non-qualified moneyQualified vs. non-qualified money and the IRS's 10-year inherited IRA ruleRMDs and how insurance companies calculate required withdrawalsChoosing between carriers when premium bonuses and cap rates differLong-term care riders vs. income doublers, and the licensing difference between themCase study: a 52-year-old with $400K in a rollover IRA weighing accumulation vs. income annuitiesWhen staying in the market might still make senseTimestamps: 00:00 Welcome back Thal Martin 01:08 Recap: earning while you learn through joint annuity work 02:15 Why annuities aren't regulated as securities 04:01 Participation rates and cap rates explained 06:14 Suitability vs. best interest 06:57 Client case: MYGA vs. a longer-horizon annuity 12:42 Why new agents default to 5-year MYGAs 15:24 Tax mistakes when a MYGA matures 17:25 Wills, trusts, and life insurance in the annuity conversation 20:09 Do annuities bypass probate? 20:36 Underwriting questions on annuity applications 22:16 Case study: $300K inherited, non-qualified, 70-year-old client 26:03 Cash comfort and liquidity for older clients 30:07 Inherited qualified money and the IRS's 10-year rule 32:18 RMDs and required distributions 33:21 Choosing which carrier and product to recommend 35:31 Comparing premium bonuses vs. cap rates 38:52 Long-term care riders vs. income doublers 42:40 Building urgency around long-term care needs 43:27 Real client story: the cost of skipping final expense coverage 48:14 Case study: $400K rollover IRA, 52-year-old, 12-15 years to retirement 53:23 Accumulation vs. income annuities: which to choose and when 58:02 When staying in the market might still make sense 1:03:00 Final thoughts on knowing your client 1:06:09 Where to find Thal MartinFollow us on Social Media! @DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTube Episodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPodsCorey Mitchell Instagram: @VictoryLifeWithCorey Facebook: @VictoryLifeWithCorey TikTok: @VictoryLifeWithCorey YouTube: @VictoryLifeWithCoreyThal Martin Instagram: @insurancemoneymovesservices @ThalSmithMartin

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  Episode #19

  EP.19 Step Into the Person You Need to Become to Win in Sales

  Jul 28, 202651 minS1

  Corey sits down with mindset coach Jerry Emeka to unpack why activity alone doesn't create sales results, and why who you're being matters more than any script or call volume. Jerry explains why most affirmations fail, how your identity gets set between ages 0-7, why the top performer in your office seems to cut through resistance like a hot knife through butter while everyone else is sawing bread, and the process he uses to help agents and business owners rewire their default state. Corey opens up about his own struggle staying consistent with affirmations, doubting his plan when a few days pass without a sale, and how phone sales expose exactly who you're being the moment there's resistance on the line. If you've ever done everything right and still felt stuck at the same result, this conversation on identity, the reticular activating system, and imagination as a business tool is for you. Timestamps: 00:00 Intro 00:25 Welcome Jerry Emeka to the show 01:08 Only 8% of life insurance agents last a year 01:32 The apple tree metaphor: identity vs. desired outcome 02:22 You don't get what you want, you get who you are 03:00 Why top performers cut through resistance like a hot knife through butter 04:09 How ages 0-7 wire your identity and your ego's job 05:28 Internal actions create external results 06:00 Is belief alone enough to hit the top 8%? 06:57 Stop waiting for proof, start being it now 08:24 Does your identity in one area leak into every area? 10:19 Two millionaire friends, two totally different lifestyles 11:56 Success is defined by who you're being, not a number 12:26 Corey's own struggle redefining his hours and his version of success 14:02 Why change can feel "elusive" 14:53 Slowing down to locate a feeling in your body 17:10 The reticular activating system, explained 18:29 Shifting attention from doubt to the feeling you want 20:29 Why gratitude and stress can't coexist 21:16 How stacked frustrations spiral into "screw this" 23:00 Corey's dialing story: more activity, same flat results 23:58 Noticing your "autopilot" default state 25:37 Choosing your ideal state 3-4 times a day 28:17 Journaling, visualization, and inner dialogue techniques 29:59 Why replaying an old argument feels so real 31:13 Using vivid memories to anchor a winning state 33:04 Imagination shapes reality more than logic does 35:35 Why people fall back into old patterns by day four 36:18 How long it actually takes to build a new "autopilot" 37:51 Corey asks: why do I keep ending up back at square one? 39:21 Corey's old morning affirmation routine 41:54 Reframing affirmations as reminders, not requests 43:28 A simple exercise: just be, then choose the feeling 45:33 Why vain affirmations burn people out 46:30 Being in your ideal state 51% of the day 47:34 Corey's realization: he has more control than he thought 48:35 How phone sales expose exactly who you're being 49:12 How to work with Jerry Emeka 50:33 Wrap-up Follow us on Social Media! @DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTube Episodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods Corey Mitchell Instagram: @VictoryLifeWithCorey Facebook: @VictoryLifeWithCorey TikTok: @VictoryLifeWithCorey YouTube: @VictoryLifeWithCorey Jerry Emeka Web: https://www.jerryemeka.com/ Instagram: @human.imagination Email: jerry@jerryemeka.com Click below to get on Jerry's calendar for a free 30 min consultation. https://calendly.com/jerryemeka/tea-time-with-jerry

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  Episode #18

  EP.18 Why Most New Agents Quit (and How Not To)

  Jul 21, 20261h 2mS1

  Most new insurance agents quit in their first year — not because they can't sell, but because nobody warned them how the mental side of this business actually works. Corey sits down with fellow snipers Joe Vigil and Brett Shepard to talk imposter syndrome, comparison, rejection, and what actually keeps agents in the game. TIMESTAMPS00:00 Intro – welcome Joe Vigil & Brett Shepard01:05 Brett's path: healthcare, home health agency owner, to life insurance05:44 Joe's path: warehouse work to insurance since 201708:59 Do you ever question if you're in the right industry?12:05 "Get rich for sure," not "get rich quick"12:42 What keeps you going when failure is staring you down15:01 Learning not to take rejection personally16:35 Joe's door-knocking story and a hard lesson in empathy18:00 Overcoming the first objection ("call me back")18:36 Failing forward vs. actually failing19:43 Why agents assume everyone else has it figured out20:38 Social media, comparison, and the highlight reel22:31 Celebrating other agents' wins23:34 Imposter syndrome and "acting like an advisor"26:15 The character-switch: why top producers seem like different people on calls30:32 Comparison is the thief of joy30:59 Boring, repetitive reps and building subconscious confidence32:21 Confidence, paid leads, and practicing on the clock33:50 The $50K agent who quit anyway35:08 Finding your "why"36:03 Burning the boats — no plan B37:21 Tracking activity and getting paid fast39:23 Knowing when to switch lead sources or strategies41:39 Age leads, AI dialers, and inbound — Corey's own pivots43:59 Stacking skills: life insurance to LTC to Medicare to annuities48:09 Rejection vs. a bad outcome — what's the real difference49:10 Describe your worst week50:25 The post-good-week slump52:15 Advice if you haven't sold anything in 30 days53:20 One habit to build immediately54:02 Memorizing the script vs. understanding the framework54:29 Listen for who they are, not just what they say55:51 Lightning round58:20 One habit to quit58:34 60 seconds to talk a new agent out of quitting59:08 Where to find Joe and Brett Follow us on Social Media!@DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTube Episodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods Corey Mitchell Instagram: @VictoryLifeWithCoreyFacebook: @VictoryLifeWithCoreyTikTok: @VictoryLifeWithCoreyYouTube: @VictoryLifeWithCorey Joe Vigil https://planenroll.com/?purl=Joseph-Vigil Joe's favorite quote comes from the Bible: Proverbs 24:30-24 Brett Shepard 815-296-0029

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