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 26 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Dialing for Dollars Podcast, a business show with 26 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 #27

  EP 27: Managing your Mix of Business w Jessica Wright

  Sep 22, 20261h 2mS1

  Jessica Wright (Empower Life Group) breaks down the most overlooked topic in life insurance: managing your product mix. Discover why 75% Level / 25% GI is the healthy book formula, how poor mix destroys cash flow through chargebacks and low persistency, and the niche carriers (Citizen CICA, Ethos, Royal Neighbors) that separate top producers from struggling agents. KEY TOPICS: • The 75/25 Level/GI formula for sustainable business• How chargebacks in Year 2 wipe out months of earned commissions • Why new agents default to GI (and how to stop) • Niche carriers that give day-one coverage for "edgy" cases • Mental health meds trigger false GI classifications (the Xanax trick) • Commission rate traps within the same carrier • Cash flow vs profitability: they're not the same • Building reserves in your first 9 months • Consistent $25K/month beats volatile $80K spikes • Finding hidden money in unclaimed commissions • The 2-account strategy to survive chargebacks • Why knowing your contract rates changes everything • Ethos pre-approval in 3-5 minutes • Citizen CICA for CHF & COPD day-one coverage • How to use AI tools to match clients to carriers by commission • Team building without attracting fraudsters TIMESTAMPS:00:00:34 - Intro & Jessica's Background 00:01:04 - COVID Entry Into Life Insurance 00:02:22 - Independent vs Captive Agencies 00:03:33 - Why Product Mix Matters 00:04:20 - The 75/25 Level/GI Formula 00:05:24 - Why Agents Default to GI 00:06:08 - Client Prep for Multiple Pivots 00:07:05 - Deep Underwriting Questions 00:08:26 - Hidden Health Issues (Amputation Question) 00:09:37 - Medication Nuances That Matter 00:10:15 - When to Turn Away Business 00:10:59 - Writing GI as "Earned" ($300K Story) 00:12:22 - Why Closing Rate Changes Everything 00:13:01 - The Two-Year Chargeback Landmine 00:15:02 - Cash Flow vs Profitability 00:15:52 - Live on Minimal Budget (Month 1-9) 00:16:27 - Consistent Production is better than Spikes 00:17:01 - The $80K Crash Story 00:18:21 - Corey's August Reality 00:19:17 - Using Niche Carriers 00:19:44 - Citizen CICA for CHF & COPD 00:20:18 - Guarantee Trust Life & Royal Neighbors 00:21:14 - Identifying Carriers for Your Book 00:22:32 - Chargeback Catch-22 00:23:26 - Two-Account Strategy 00:24:03 - Carrier Payment Delays 00:25:06 - Commission Tracking Issues 00:26:10 - Cash Flow Projections 00:27:34 - Fixing Your Mix to 75/25 00:28:21 - Corey's Carrier Lineup 00:29:39 - Best Niche Carriers 00:30:24 - Toolkits Limitations 00:31:09 - The Xanax Trick (Mental Health Meds) 00:31:42 - AIG RLP vs AIG GI 00:32:44 - Ameriquest: Better Billing & Commission 00:33:38 - Custom AI Underwriter Tool 00:34:39 - Ethos: Why It's Missing from Toolkits 00:35:21 - Ethos Pre-Approval Speed 00:36:08 - Ethos Commission Structure (112% age 60-80) 00:36:31 - Know Your Contract Rates 00:37:29 - The Dementia Case (Ethos Success) 00:39:31 - Try Ethos First 00:40:22 - 30-Day Policy Babysitting 00:41:01 - Physical Policy Packet Strategy 00:41:30 - Tracking Metrics Monthly 00:48:09 - Jessica's Team Building 00:48:41 - Self-Recruited Agents 00:49:37 - Why Empower is a "Last Stop" 00:50:15 - Starting Agents: Inbound vs Dialed Leads 00:51:12 - Call Control vs Underwriting Gap 00:52:48 - Jessica's Monthly Production 00:54:19 - Money-Making Activities Priority 00:55:11 - The Roll-Up Debt Scam ($300K) 00:56:27 - How Fraud Agents Disappear 00:58:29 - Building in Safe Environment 01:00:18 - Contact Jessica Follow us on Social Media! @DialingForDollarsPodcast on Facebook, Instagram, TikTok, and YouTubeEpisodes available on Apple | Spotify | Amazon Music | PodBean | CastBox | iHeartRadio | GoodPods Corey Mitchell - Victory Financial Services LLC Instagram: @VictoryLifeWithCorey Facebook: @VictoryLifeWithCorey TikTok: @VictoryLifeWithCorey YouTube: @VictoryLifeWithCorey Jessica Wright - Empower Life Group, Brightside Financial Email: JessNicoleInsurance@gmail.com Phone: 858.414.7054

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  Episode #26

  EP.26: How to Win in Life Insurance

  Sep 15, 202653 minS1

  Sydney Deshotel of Empower Life Group went from outbound cold-calling $30-40K a month to running an inbound desk that produces just as much in a fraction of the time. She joins Corey to talk through the brutal first week of switching to inbound (she cried), why chasing follow-ups is emotionally draining and rarely worth it, and how her mood on the phone changes the outcome of a call. They break down a real recorded call, why cutting the "why" out of an inbound script actually closes more business, and Sydney's exact process for presenting pricing without talking clients out of a sale. Plus: the day she closed 10 policies for over $10,000 in AP, and how she protects her book from chargebacks and cancellations. TIMESTAMPS 00:00 - Intro to Sydney Deshotel 01:19 - Execution over scripts 02:20 - Sydney's outbound numbers, switch to inbound 03:55 - Follow-up Friday 04:53 - The emotional toll of chasing ghosted clients 07:55 - The rough first week on inbound 09:55 - Detaching from the outcome 10:31 - Why inbound calls move faster 12:29 - When clients go silent after agreeing to coverage 13:35 - Cutting the "why," reading the script word for word 14:38 - Playing back a real inbound call 15:19 - How mood and energy change a call 18:53 - Why most agents quit before mastering the skill 20:34 - Daily call commitment and close ratio 21:34 - Why she stopped daily follow-ups 23:00 - Her Friday-only follow-up schedule 24:42 - Skipping the script, going into underwriting 26:12 - Cutting off a client who won't stop talking 28:16 - Retention programs and post-sale follow-up 29:26 - The couple who canceled, then un-canceled 32:47 - What Sydney did before life insurance 34:48 - How she got recruited into the industry 35:50 - Her first sale, paid the next day 38:43 - Meeting Dana Neeson, learning a real process 40:41 - Closing 10 policies for $10K+ AP in one day 43:33 - Handling "I need to think about it" 45:10 - Just write the application 47:03 - Presenting pricing options the right way 48:21 - Splitting large policies to protect against chargebacks 50:44 - How to reach Sydney 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 Sydney Deshotel Email: sydney@brightside-financial.com Instagram: @sydney_deshotel

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  Episode #25

  EP.25: Find Your Passion for Life Insurance

  Sep 8, 202638 minS1

  Jack Jameson went from $300 in the bank and selling renters insurance door-to-door in Casper, Wyoming to becoming a Million Dollar Round Table producer, agency owner, and life insurance trainer. He joins Corey to share how his own family's tragedy turned life insurance from a paycheck into a moral obligation — and how that shift changed everything about how he sells. Inside this episode: building instant trust on a cold call, why clients buy life insurance with their heart and not their head, and the funeral that turned into 12 appointments and 14 policies. Jack also shares the line he lives by: "Do not trade what you want most for what you want now." TIMESTAMPS 00:00 - Intro to Jack Jameson01:26 - Jack's upbringing in Louisiana 01:57 - Meeting his wife Kim 02:30 - Garbage man, dishwasher, waterbed sales 03:01 - $30K a year at Frito-Lay 04:05 - Landing the Farmers Insurance interview 05:45 - Starting with $300 in the bank 06:53 - Selling renters insurance door-to-door 07:55 - Discovering life insurance for the commission 08:31 - First death claims and the "moral obligation" shift 10:32 - Sister-in-law Kim's story and the accelerated death benefit rider 15:15 - Reframing "pushy" as "caring" 19:39 - Where Jack's passion comes from 20:19 - Building trust in 30 seconds 22:06 - Protecting people's most important asset 22:46 - The funeral that led to 12 appointments, 14 policies 24:22 - Buying with the heart, not the head 26:31 - Not sounding like a telemarketer 29:21 - Inside Jack's Life Academy 33:27 - How to reach Jack 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 Jack Jameson Website: JackJameson.life Email: JackJ@Jacks2lifecrew.com Cell phone: 307-247-1519 Facebook: Jacks 2 Life Crew Instagram: @jackj_4life

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  Episode #24

  EP.24: How to Add Medicare to Your Life Insurance Business

  Sep 1, 20261h 5mS1

  Episode 24: How to Add Medicare to Your Life Insurance Business What if adding Medicare could help a life insurance agent build a stickier book, create renewal income, stay in front of existing clients, and uncover new opportunities? Corey Mitchell sits down with Melissa Salinas, a life insurance agent who also sells Medicare, to discuss why she added Medicare within her first year in insurance and why she believes agents may be leaving opportunities on the table. Melissa shares her experience with recurring revenue, renewals, client retention, referrals, T65 opportunities, existing-client outreach, remote appointments, carrier contracting, AHIP and annual certifications, AEP/OEP seasonality, compliance, scopes of appointment, and needs-based plan selection. They also discuss using Medicare relationships to create life insurance opportunities, serving both spouses, working with doctors and other referral sources, and why the goal isn't to sell everything to everyone—it’s to become the person clients call when an insurance need comes up. IMPORTANT: Medicare rules, certifications, commissions, enrollment periods and carrier requirements can change. This episode reflects the conversation and is not compliance, legal or licensing advice. Verify current requirements before selling Medicare products. TIMESTAMPS 00:00 – Intro & Melissa Salinas 02:05 – Why add Medicare to a life insurance business? 03:26 – Melissa’s transition to Medicare 04:41 – Overcoming regulation concerns 05:30 – Recurring revenue and renewals 07:40 – Ongoing client contact 08:43 – Cross-selling while staying compliant 09:24 – Scope of Appointment 12:08 – Other products and opportunities 13:42 – Medicare clients becoming life clients 14:18 – Loyalty, persistency and referrals 16:19 – Melissa’s consultative approach 17:18 – Remote vs. in-person Medicare 19:09 – Doctors, medications and plan selection 21:36 – Leads and T65 opportunities 22:33 – Doctor relationships 25:26 – Carrier contracting 27:09 – AHIP and annual certifications 29:07 – AEP, T65 seasonality and servicing 32:28 – Turning Medicare clients into life opportunities 33:51 – Chargebacks and retention 34:34 – AEP vs. OEP 37:08 – Remote clients and seminars 38:21 – Life clients aging into Medicare 39:20 – Medicare vs. life commissions 43:35 – Is Medicare worth adding? 45:15 – AHIP, training and new opportunities 48:09 – Consulting instead of selling 48:49 – Serving both spouses 51:29 – Why new agents should consider Medicare 56:41 – Using your existing book 57:55 – Building renewal income 58:29 – Medicare compliance and marketing rules 59:24 – Scope of Appointment 01:00:05 – Final thoughts 01:01:03 – Needs analysis 01:02:00 – Closing 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 Melissa Salinas Instagram: @Melissa_Salinas_

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  Episode #23

  EP.23: Confidence is the Product w Ashley Mysza

  Aug 25, 20261h 7mS1

  Ashley Mysza is writing $700K+ year-to-date, but getting there meant surviving a toxic captive agency, $50,000 in personal roll-up debt, and two failed attempts at building a team. In this episode, Ashley shares her almost-seven-year journey in life insurance — starting as a captive agent in Chicago during COVID, becoming a top producer through pure door-knocking, building and losing two teams under high-pressure leadership, and eventually rebuilding herself as a broker. She explains the shift from "sales rep" to "insurance underwriter," why her persistency and placement rates transformed once she stopped pushing people into policies, and how she wrote $60,000 in her first month as a broker using referrals alone. If you're a new or struggling agent trying to figure out why activity isn't turning into results, or you're weighing a move from captive to brokerage, this one is full of specifics. Timestamps: 00:00 Intro & welcome Ashley Mysza01:09 Getting started in life insurance during COVID02:24 Moving to Chicago to open a new territory04:07 Door-knocking her way to top producer05:12 First team-building run and early lessons06:24 Second directorship and a toxic environment07:48 What caused her first team to break down10:23 How captive company compensation works12:18 Broker vs. captive: control, detachment, burnout14:14 Rebuilding systems for her second directorship16:32 Deciding to leave and become a broker17:10 Her first IMO partnership falls apart19:00 Investing $30K in Jeremy Miner's Seventh Level training20:58 Paying off $50,000 in carrier debt23:52 Why she's an underwriter, not a sales rep26:12 From sales job to running a real business26:34 Production and persistency gains ($700K YTD)28:53 What changed to fix her persistency and placement30:53 What "alignment" means in choosing partners or recruits34:06 Her vision: a small team of $100K/month producers38:22 Purpose over profit and mentoring without dependency41:01 What makes her results different from other agents44:25 Building scripts from data and activity, not guesswork46:47 The $20,000-a-month milestone50:22 Being resourceful instead of relying on paid leads52:47 Referral strategies and adding value to clients57:50 Writing $60,000 in her first month off referrals alone59:25 In-person selling vs. cold calling1:02:23 The power of persistence1:05:43 Where to find Ashley 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 Ashley Mysza Instagram: @MyszaAshley

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