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Agent Spotlight – May 2017

Sam - The legacy Life Agent SPotlight for May 2017
Meet Sam – The Legacy Life Spotlight Agent for May 2017Before Legacy Life Insurance Solutions, Sam saw success while working in the mortgage industry … up until it crashed.

Sam was looking for work and was recruited by a well-known Independent Marketing Organization (IMO). He liked the transition from the mortgage industry to selling mortgage protection.

“I didn’t grow up wanting to do this, but I’ve discovered that it’s been a perfect fit for me.”

Even though Sam made a remarkable transition into this new field, he found the IMO’s structure challenging for new agents. The lead program had gaps, the training of new agents was nonexistent in some areas, and the overall structure was lacking. Sam was honest about his rough start in the insurance industry:

“I only made 1 sale in my first 8 months.”

Sam really liked insurance but decided it was time to switch companies. Over the years he found himself bouncing from agency to agency. Each company appeared okay at first, but over time just seemed to be missing the “complete package” he was looking for.

Sam continued to feel something was missing from the companies he had worked for. He couldn’t put his finger on it till one day while on the phone with a carrier. He asked if they could give him a recommendation to someone they enjoyed working with. They told him to reach out to an “Eric Salazar.” This was his impression of the exchange with Eric:

“Right away I noticed a lot of confidence in his voice. I could tell that he was genuine and trustworthy. He wasn’t like others, in the past, who was faking it – just trying to recruit me. Plus, all of his answers were spot on. I was really drawn to all that.”

Sometime later, Sam had a fantastic conversation with Mike Passaglia (President/CEO) when he decided to officially join the Legacy Life family.

Sam expounded on the culture and the differences he’s enjoyed since coming on board with Legacy Life; and how impactful it has been for him.

“Previously, I was going outside those other companies for coaching and paying $250 a month for it. It was good; but now, I get that top-notch coaching for free! I like everything that sets Legacy Life apart. It was a no brainer for me.”

“… insurance can feel very isolating … like you’re alone on an island. I mean, I’m here in New Jersey and I don’t see anyone on a weekly basis, except for my clients. But here, it feels like a community. I am constantly being inspired by the other agents and the stories they’re sharing. It feels so good to have that camaraderie.”

He went on to tell where he gained this sense of community:

“I never felt comfortable going to a conference in the past. But, I’ve been to every conference since I joined Legacy Life. For me, it’s become a business and something social. You get to meet the people you hear on the phone calls, you connect with other agents who are doing what you do in the field, and the training are just different when you’re there. It’s been incredible for me. The value I get from a conference is in meeting all the people and getting a crucial “nugget” that helps my business … I can’t get all of that over the phone.”

Sam has been working with Legacy Life for several years now. He is an extremely hard worker and has a huge heart for helping people. You can also find him as a regular on our National Leader Board.

Sam recalled a specific appointment that really stood out to him. It was a telemarketing lead that took a while to get ahold of. “It was really hard to get an appointment because she was so busy. The client kept pushing it off, but also kept telling me to call back … so I did what she asked me to do. I kept calling. I tried for over a month before we set up a time to meet.”

Sam was excited to get an opportunity to sit down with the client, but it wasn’t looking hopeful. His client was in her early 50’s, super healthy, and already had a lot of different policies. He found that she was being charged too much on her current policies and was able to get her better coverage – for a much better price. Three months later she surprisingly passed away. “I was completely shocked. She was young and healthy. You think they’re going to be okay, but the next day they could be gone.”

His client was a single mom who had a 16-year-old daughter. Sam was thankful that he was persistent and found her the coverage he had … especially since the policy provided for the daughter. “I love what I do. I know I’m doing something that really helps people. I see myself in insurance for a long time.”

1. Invest in yourself.

“It’s so important that we take the time to get the training we need so that we can really
learn our craft.”

2. Don’t give up!

“I’ve been doing this for 8 years and could have quit … especially in that first year. I mean, I bought 60 leads in a 30 day period and only made 1 sale! But, I didn’t quit. I stayed persistent. You have to keep going. It’s vital.”

Sam has been married for 7 years and has 2 sons (15 and 7 years old).

He and his family like spending time outdoors – especially going to the lake when the weather is warm.

He also enjoys attending his local church.
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Spotlight

Agent Spotlight – Apr 2017

Meet Kris - The UW Spotlight Agent for April 2017
Before Unique Writers, Kris worked for the college he was attending. It didn’t take long to realize that building maintenance for the school and cleaning bathrooms and dorms wasn’t what he wanted to do for the rest of his life. Kris began learning more about insurance, different ways to invest money, and the importance of protecting families’ legacies when his dad changed careers and started in the insurance industry.

In 2012, Kris received his insurance license and through an Independent Marketing Organization (IMO) he went into business with his dad. They saw great success in the few years they were there. As time passed, and even though things were thriving for them, they began to feel that there was something more out there for the legacy of their business.

Kris and his dad moved to another IMO in 2015 and did quite well for themselves and their team. Again, they found themselves in a place where they were fortunate for the opportunities presented to them; but there was a stirring to find a place that fits the legacy they desired to build for their business.

Then in 2016, Kris saw one of the UW agents (Andrew) on Facebook and reached out to him. Kris met up with Andrew to talk about his experience and had this to say about the meeting, “It was his intensity to help as many people as possible that stuck out to me; as well as how successful he was his first year – especially without having any previous insurance experience. But what really struck a chord, was that this was the kind of company we had been looking for! Our agents would have a great system to follow and the opportunity to make a great income!”

Kris and his team made the official transition to the UW family in early 2017 and have been enjoying every bit of the experience. He expanded on his appreciation of the culture with UW and how helpful it is in providing new agents incredible opportunities.

“I like how the newest agent can learn as fast as possible and make money as fast as possible. We can ALL become successful. I also like how UW says, ‘This isn’t a ‘get rich’ thing.’ It’s not all hype. It takes grit and hard work. But if you really become a student of the business, put in the hard work, and stick to the UW scripts and system … then you will make really good money and help people protect their biggest assets.”

Kris also really enjoys going on appointments and helping people find coverage and the security their family needs in case tough times come down the road.

“In the past, we met more with clients in our office. Now, I love to meet with them in their house – they are more comfortable in their own space. I love seeing their excitement to open up their home … it really creates a better experience.

It’s also the small things that we’re encouraged to do that stick out to me … like bringing a small gift, maybe some chocolates, or stopping by just to say, ‘Hi.’ Clients will give me a hug or say things like, ‘You’re so nice’ … ‘No one has ever treated me like this!’ I know I’m building trust and lasting relationships when that happens.”

Kris has only been with UW for a handful of months, but with his strong work ethic and passion for helping people, start looking for him on the Leader Board!

Kris had tried calling a specific client several times and even stopped by the house on multiple occasions when he was in the neighborhood.
He was persistent and finally, SUCCESS! He set an appointment to meet with her on a Saturday morning. When he showed up for the appointment, she was cooking breakfast for 4-5 kids and had totally forgotten about it.

She invited Kris in and began to share about how her fiancé had passed away months ago from cancer. “I turned to her and asked if he had any coverage.

She said, ‘No’ and began sobbing. She went on to tell me how hard it had been.” She also shared that she saw how important it was to have coverage and filled out an application with Kris right there.

“Helping her find coverage and feel secure in their family’s toughest time, made me feel so rewarded that I could help them out.”

“At Conference, Ted DiBiase Jr. and I were talking about one of the session speakers who said, ‘If you’re faithful with little, you’ll be faithful with more’ and how that applied to us. Even if you’re just getting started this will help you be successful in work and in life.
What we do now, will help us when we become successful. We have to put in the effort, time, and work now if we want to see success and grow our businesses.”

Kris is a BIG family guy and loves hanging with them as much as possible – especially his 2 little sisters and 2 little brothers. He likes baseball (used to play when he was in school), being outdoors, on a lake, hiking and taking photos along the way. He also loves to travel. He said he has a goal … by age 30 he wants to travel to all 7 continents.
“It’s great that the insurance industry allows me the freedom, the income, and the time to do that (travel) … while getting to be my own boss.”
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Agent Spotlight – Feb 2017

Agent Spotlight February 2017
Maebell grew up in Cuba and was studying engineering before she moved to the United States at the age of 22. She landed her first job in the States with a bakery and began working really hard to learn English.

The bakery was okay, but the hours and the pay were not. After 6 months she said to herself, “I cannot stay here” and began looking for a new job. She came across a flyer that seemed exciting – it was a role in sales that offered commissions, training, and a career opportunity.
Maebell accepted the sales position she discovered on that flyer for a cemetery and funeral services company in 2004. She liked helping families through these hard times find the best way to honor and celebrate their loved ones. And, it didn’t take long for others to notice that she had a strong work ethic.

A year passed and she was promoted to assistant manager and managing 15 people … then promoted again the very next year to the manager and managing 90 people. She did this up until 2015. A little fun fact, Maebell met her husband, Jose, while working there (a fellow co-worker).

Years later her husband made a career change to the insurance industry and eventually joined the Unique Writers team. He quickly realized Maebell would be great selling insurance. Over the years Jose would repeatedly tell her, “You would be so good at this” and she politely turned him down every time.

She enjoyed the work she was currently performing, however, the hours proved to be extremely taxing. “I made good money, but I didn’t have a life. I was very busy.”

That all changed in 2015 when she attended the Unique Writers “Gold Rush” conference with her husband. “I immediately fell in love. I said, ‘I want to be a part of this!’”
What stood out to her the most from the conference were the personal stories of Joe and Spencer. “Joe’s story was really moving and touched me where I was at. I didn’t like how I could be fired at any time.” Then, after hearing Spencer speak Maebell said to herself, “I love that you can make good money and have a good life too. If he can do it, I can do it too.”

Immediately following the conference, she began going through the courses to get her insurance license. She was still working at her other job and doing the courses part-time; but 2-3 months later she had her license!

When asked what her experience has been like with Unique Writers, she had this to say, “The team has been awesome. They have helped me a lot. The online University has been so great since I live in Florida – it doesn’t matter if I live in California or not, I have access to these resources wherever I’m at – no matter the time of day.”

Maebell recently passed her 1-year anniversary selling life insurance and definitely made impressive strides. You’ll see her on a regular basis on the National Leader Board – finishing #15 in the country in 2016.

Maebell ended with this, “I absolutely love that they have great leaders and a great system to follow – it’s the packaged deal! I love that you can own your own business, have freedom, time with your family, and go on some really nice [incentive] trips.”

Maebell said that she was a little rusty getting reacquainted with the sales field. But once she jumped back in she said it was really fun. “It’s what I like to do. We don’t just make money … we get to help people too! With insurance, I can help a lot of people with all the products we have available that they need to protect them.”

Doors Will Open
“It doesn’t matter how many doors don’t open for you. What matters is the one that does. If you focus on that you can make $1,000, $2,000 to $3,000 in a week. Do that every week for a year and you can make the money you want to.”

Be Positive
“When you’re positive people are more willing to invite you into their home and buy from you. If you visit 6 people in a day and they don’t open the door for you, you know the next one that does, you can make $2,000 or more. That’s the one that matters. You have to stay positive. It makes all the difference.”

Follow The System
“You don’t need to reinvent the wheel. They (Unique Writers) have a system that works. If you follow it every week and with positivity, you’re going to get paid really well for your hard work.”

She has been married for 8 years and has 2 kids – Camila (4) and Sebastian (5). She credits a lot of her success to “my two amazing parents who helped me a lot.” Maebell is a pro scuba diver and tries to go every vacation. She also added that she has “the best husband a woman can have!”
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Agent Spotlight – Jan 2017

Agent Spotlight January 2017
Imre’s journey into insurance began long before Unique Writers when he moved to the United States from Hungary in 1980.

His first jobs entailed things he already had a good amount of experience and success with. He was a professional horseback riding competition trainer. Imre was the Hungarian Champion in 1976. From there he moved onto working as a seismic drill helper in the oil fields of northern Canada – with temperatures dropping as low as 40-60 degrees below zero. He started a remodeling business in L.A. Business was looking promising when he received his electrical contractor license … that is, until a recession hit in the late 1980s.

In 1992 he tried his hand in insurance. Imre became an agent for a large well known carrier selling disability insurance. He said it took him about 6 months to start driving business because he was trying to reinvent the wheel as opposed to learning and listening from others. “They would say, ‘This is what you say. Here is why you do it this way.’ … I didn’t listen.” Even though people began to write him off, Imre didn’t give up. He is a very committed person and had a thought that would change things around, “If everyone else is doing it then so can I. I’m not going to quit. I’m going to make this work.” After that, sales made a turn from bad to great. Imre was seeing incredible results.

He noted that when the internet was starting to gain a lot of momentum in the 1990s everyone was going online to shop around. “It made things more difficult. I had to work even longer hours … going back several times (to meet with clients). And still nothing. So I got out.”

Imre switched fields in 1999 and started day trading. He was seeing a lot of success as a day trader … until the market collapsed. Imre found himself in a tough spot because of the economy. He had to find something and something fast.

He decided to return to construction. He went back to school to get the OSHA certification. He did so well that he was certified to teach. Imre became a safety manager building casinos inLas Vegas. He even worked on the City Center project – which was the largest construction project in U.S. history. He was doing great … until the construction industry took a hit.

Imre realized, “The best and most stable years of my life were in insurance. My biggest mistake was getting out.” He jumped back into insurance with a successful IMO. In the beginning things were going great, but it became what they said it wouldn’t. The atmosphere and practices became toxic.

That’s when he joined Unique Writers. Imre has been with UW for a little over 3 years now. “I like the whole organization! I like that they’re straight shooters. They don’t push a lot of administrative things on you. The support staff in the home office is great … they work really hard for you. I also like that I have access to so many great carriers versus some IMO’s that deal with a small handful.”

You will see Imre constantly on the National Leader Board. The UW system has helped him become one of the Top 10 Agents; and he will be wrapping up 2016 with close to a quarter of a million dollars in annual premium. He contributes his success to the UW program and team. “Eric [National Sales Director] and Mike [President/CEO] go out of their way to help me reach the level of success I want. I know if they say something to me, it’s going to help me! They are there for us.”

Imre closed with this, “We can let ourselves think that working for a big company gives us job-security. But that’s not true. Ever since I became my own boss I don’t have to worry about getting laid off due to a downsizing. The greatest thing about this industry, is that you can make $30,000+ every month. And, I don’t care how slow things become, you can at least make $1,000 a week. How great is that!”

Imre really believes in the work he’s doing. “When you write a policy for a client you’re giving the survivors the resources to keep going if a tragedy were to happen. I’ve been through the recession in the 80’s, again in the early 90’s, and in 2008. It’s nice to know when you help someone with their retirement, and if the economy collapses, you know they’re going to be okay! To provide this kind of safety … it gives you great satisfaction.”

“LEARN THE EASY WAY: You don’t have to reinvent the wheel. When you come in, ‘trust’ and ‘believe’ in your managers. Even if you’re wired to learn the hard way … do what they say. There is a reason why the scripts are written the way they are. Learn them, respect them, and trust them. Things will go much easier – especially if you’re just getting started.”

“DON’T GIVE UP: Don’t look at the negatives. You’re going to get a couple of no-shows and cancellations. They happen to everybody. Don’t come home and complain about it, it happens. This is a numbers game. Make the calls. Make the appointments. Develop the right attitude. Look at the positives. This will make the difference for your family in a positive way. At the end of the day, a no-show doesn’t have to make a negative impact. Your monthly income can still be $5,000.”

“TURN OVER EVERY STONE: Work the leads. If you have some no-shows, door knock them. And, when you’ve done everything you can, then just let it go. Work them to the maximum extent until you get that final conclusion. Don’t just call once. “

He is married and has 4 kids. When he was in competitive horse jumping he won a lot of international competitions. He has his pilot license and really likes riding his motorcycles. Imre said when he was a little younger that he liked going a little faster than he does now. “There’s nothing like putting your knee down at 160 mph.” He’s also excited that one of his kids is now in the insurance business.
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Agent Spotlight – Dec 2016

Agent Spotlight December 2016
Before Unique Writers Brian worked for a couple of insurance companies selling annuities, final expense, and life insurance.

While working for those previous companies Brian did not have a pleasant experience. “I felt like I was someone’s pawn on their board. I didn’t feel like I was working for myself. I was making money for someone else, but not for me.”

Brian began to look for other opportunities and saw an application on Monster. He submitted his resume and received a callback.

“After speaking with Andrew Winnett, the opportunity sounded good to me. He answered all my questions about contracting, the system, and what I needed to do to get started and be successful. I said to myself, ‘This is something I can do!’”

It was a relief for Brian to hear that this wasn’t a get-rich-quick-thing you hear all the time. “This company will make you rich, but get rich slowly” was something that Brian had heard Mike Passaglia (CEO/President) say.

He appreciated that UW was honest about getting started – that it would take some time, not a lot, but some. But, once he got going he was confident he was going to do really well.

Brian hit the ground running but was authentic about not having the UW system down right away. He said there were some growing pains in the beginning. He felt it took him a couple of months to start seeing the results he really wanted.

When asked “why do you feel it took a couple of months?” Brian said, “This was something different. It was a different system than I was used to. I was new to this. I was also taught that things like terms were ‘bad’ … but now it was good. There were little things like that I had to unlearn.”

Brian went on, “The only thing blocking me, was myself.” Once he realized that, he felt like he began to turn a corner. “

“The support I received from the UW coaches was also huge for me.” Brian likes that if he’s struggling, he knows he can call Mike, or Andrew, and any of the other coaches for pointers. “And when I do that, it helps me to be more successful.”

Brian has only been with UW for a handful of months but has been selling insurance for about eight years now. “I can’t see myself doing anything else. I can’t see clocking in and working for a boss telling me to go pick up some boxes.” He’s already been on the National Leader Board several times and is definitely going to be a National contender in 2017!

Brian remembers his first appointment … “I butchered the script! I didn’t think I did that great of a job but they still bought.” He said his experience became better and better the more he learned and committed himself to the UW system. “Once I really learned the script I felt more confident to go into a home. I mean I’m still learning, but now I feel I can sell to anyone I sit in front of. Most of the experiences now look like … I show up and boom it happens.”

Brian has also been venturing to Reno, Nevada; and has seen some good results. He said, “I’m able to be engulfed in work for two to three days and away from my daily distractions. When I do this, I’m able to get fully focused. I’m writing a lot more policies because I’m getting in front of more people!” Brian said he’s gone to Reno two times (about once a month) and is excited to go again next month.

“This job is not always glam and glory. When you’re selling it’s the greatest job in the world and when it’s down you might feel like quitting. You just have to know … The ups don’t last forever and the downs don’t last forever. If you prepare for the downs you will be mentally prepared and be able to press through them.” When asked what might influence some of those downs Brian said with a bit of laughter, “I get bit by that lazy bug once and awhile. If I can stay away from that I have a much better week.”

Brian has been married for 8 years, has 3 kids (3, 8, and 10 years old), loves to play basketball (favorite NBA team: LAKERS!), and his favorite thing to do with his family is to go to Disneyland – they used to go 2-3 times a month!
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Agent Spotlight – Nov 2016

Agent Spotlight November 2016
Bianca began working for a credit union around the age of 17 to pay her way through college. Upon graduating she was recruited by a large corporate bank that began promoting quickly because of her hard work and excellence.

During her time at the bank, she worked closely with high profile clients starting small businesses and working an average of 50-60 hours per week.

The problem she kept running into was the better she performed the more she was promoted and the more hours she had to work.

As long as she can remember, Bianca has always wanted to be a business owner but was afraid of not being able to count on a steady paycheck. She also
wanted a career that was flexible enough that whenever she started a family, it would allow her to be at home more.

Looking for her desired schedule, Bianca left her position at the bank and accepted a Commercial Marketing Manager position for a well-known insurance company. But, her time with the company proved to be frustrating and a strain on her family.

One day, Bianca bumped into Sharon who was working with Unique Writers. Sharon told Bianca of the opportunity and how perfect it would be for her.

Bianca was skeptical after hearing what Sharon had shared due to her experience. She told Sharon that she “wasn’t buying it.” Well, after further conversations with Sharon, it wasn’t long before Bianca became an agent with Unique Writers!

Bianca started as an agent about a year and a half ago and has been enjoying her experience. She loves visiting clients and helping them find the protection that is truly best for them.

“Unique Writers has done a great job providing this opportunity for us (the agents). It was ‘the answer’ for my dreams, skills, experiences, and so much more!”
“It’s like family to me” Bianca said about working with her mentor. She likes the support she receives from her coaches and that this position challenges her to be the best she can be.

Bianca is one of Unique Writers agents who works part-time. She works 2-3 days a week and is one of the National Leader Board’s Top 20 Agents. In order to see success, she said “Every week, I need to be seeing clients – constantly … and working really hard on those days I’ve set aside.”

She said if she does that, she gets to enjoy the family time she’s always wanted, doing the things she loves and gets paid really well for it!

Bianca loves being an agent and helping her clients on appointments. She was also honest about having those tough days once and a while, “Sometimes I have rough days with the kids and start feeling, ‘I don’t think I can do this today.’”

Bianca says what helps her is she stops and thinks “What if this is someone’s aunt, grandma, or sister? What if something tragic happens today?” That’s enough to get her motivated, pick herself up, and keep moving forward.

“I’m here to help these families … I’m going to trust, stick to my game plan, show up, and write the policy.” And on one of these particular days, she pressed through and wrote a great policy for an older woman and was so glad she did!

Bianca learned that there are hard days and mistakes will be made. She reminds herself “Learning comes with disappointment. It doesn’t make me a bad agent. I just have to press through.”

She also encourages other agents to “listen deeper” and “get to the heart” of what your client really needs. You might go in for Mortgage Protection and walk out with a whole lot more – and the best coverage for the family.

Bianca has been married for almost 6 years, has two boys (3 and 5 years old), loves the outdoors, and is a singer-songwriter. She comes from a family of musicians and can play guitar, piano, and violin.
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Agent Spotlight – Oct 2016

Agent Spotlight October 2016
Before Unique Writers Joe was a National Sales Director for a hose manufacturer in Oregon.

The company promised Joe the world and a 12% commission.

The opportunity sounded so great that he decided to pack everything up and relocate his family. He also agreed to a small base salary because he knew what he was capable of accomplishing. In the first six months, he was living off of his savings, but he knew the potential was worth it. As the savings were depleting a breakthrough happened … Joe landed six very large corporate accounts – a commission of $12,000,000! In case you missed it … that was twelve MILLION dollars!

Then the bottom fell out. The hose manufacturer was sued for acquiring more business than they were able to support. They closed their doors and Joe never saw a dime. He was devastated. Joe knew the layoff was imminent before it happened; and one day while driving home from Arizona (after setting up one of those large accounts) he got a call from his cousin. His cousin had been working for UW and started telling Joe about the opportunity. It sounded great but he was skeptical. He stopped by UW’s home office anyway and met with Mike Passaglia (CEO/President).

Joe returned home, after that initial meeting with Mike, to talk with his wife about the opportunity with UW. She told Joe “Honey, you’ve never let me down.” He was nervous because they were broke, borrowing money from family, and about to be homeless. He decided to go for it!

Five days later he finished the pre-licensing material, took the licensing test, and had his license.

Joe’s early beginnings with UW began with a list of 100 pre-approach leads. He wrote his first deal after knocking on the first door. It was a Final Expense client and he was paid four days later.

That’s when he knew he could do this!

Joe now enjoys being the Annuity Trainer and New Agent Support for UW. In this role he loves being able to come alongside new and veteran agents. Joe went all in with UW a few years ago and has never looked back. He had this to say, “It changed my life. I have time with family, I’m financially secure, and I know I can always make at least $250,000 a year producing.”

Filled with gratitude, Joe went on, “I owe Unique Writers everything. It’s the system and the belief in me that allowed me to get to where I’m at today.”

Joe described a favorite sale that also happened to be the largest commission he’s earned (from one client). He set up a Mortgage Protection appointment
and the meeting went great.

He wrote the Mortgage Protection coverage … and since he filled out the Financial eValuator in the initial meeting he was able to roll over both of their 401(k)’s. The final commission came to a total of $40,000! Joe gave credit to “sticking with the system that UW has in place.”

He that he focused on, “being a Mortgage Protection Specialist first” and then he was able to come back and see how else he could help his clients. He was able to get his clients the coverage they needed and was paid well for it.

Joe encourages agents to engulf themselves in the UWU Campuses. He recommended, “Don’t stray from what Unique Writers put in place and keep yourself accountable for your actions.” He also shared, “There are ups and downs. Ups are phenomenal! But we’re down you need to remember that it doesn’t last forever. That’s when you get with your coach so you don’t suffocate yourself.”

Joe’s been married for thirteen years has two kids (5 and 9), and likes to HUNT and fish. This year he also bought his dream house, dream dog, and dream car.
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Agent Spotlight – Sep 2016

Sharon - UW September 2016 Agent Spotlight
Before Unique Writers Sharon owned a successful Flooring and Design Center company for 20 years.

Business was going well and Sharon was ready to expand. Then the housing crunch hit. That, along with a number of other unforeseen circumstances led Sharon to close up shop and sell her business.

From there she began a carpet and tile business with her husband, while also starting a preservation company with a group of realtors in the foreclosure market. Things looked promising once again… right up to the point where the government put a freeze on the foreclosure market. That was that.

Then her fortunes turned. Two years ago her son (Joe Tiller) went to work with Unique Writers and saw immediate success. He was only with UW for 3 months when he invited Sharon to join him. The conversation went a little like this:

Joe: “Mom, you would be great at this.”
Sharon: “NO.”
Joe: “I promise you will be good at this!”
Sharon: “NO … I’M TOO OLD … I REFUSE TO TAKE ANYTHING THAT REQUIRES A TEST.”
But Joe persisted, and a month later Sharon began her training with UW.

Sharon’s experience was in service and relational-sales when she owned and ran her businesses for over 30 years. This was huge for her, and meant so much that she would be able to use that extensive experience to help realize success with UW. She said two things really excited her about joining UW:

1) “I wasn’t trying to run a business all by myself.” Sharon especially loves that she can still build a business. “It’s in my blood. I love that; It’s really fun for me. I can grow as big as I want … and not have to lay someone off. Neither do I have the responsibility of payroll.” This means less stress in her life.

2) “I got paid for the work I performed. I never had to beg someone to pay me for the work I did anymore. I get paid on how I perform.”

What she enjoys the most about working with UW? The opportunity to train and encourage other agents; and meeting with her clients! The UW system also allows her to be more involved with her 7 grandchildren. She said “It’s my season to be grandma and Unique Writers affords me lots of flexibility to be there with them… and buy them things! I can go on school field trips, schedule holidays out, and go to things like a Thanksgiving Day feast with a 1st grader.”

In the beginning Sharon typically worked in Final Expense; but on this particular day she was on a Mortgage Protection appointment. She met with a retired correctional officer in his 50’s. While writing the application she found out that he had a heart condition. A risk assessment was done and she was told how to classify him. The application was submitted and little did she know that it would require a LOT more work to get him covered. Sharon worked on this specific case for over 2 months – with the help from the UW team. The first application was denied; but she didn’t give up. Sharon submitted a second one – which was approved. The client wanted coverage because his first wife died years ago; and he was recently re-married. He wanted to make sure that his new wife was covered and would be taken care of, if the worse were to happen. Nine months after the application went through, Sharon received a call from the client’s wife and found out that her husband had passed away from pneumonia. Things got a little worse… when the client’s family tried to take everything away from this lady. All she had was that policy. The underwriter told Sharon that the client was so fortunate to have her because they have never seen someone work that hard to get an application through for a client!”

Sharon knows firsthand that ALL agents get discouraged at times … “I had a day when I went out to 6 appointments and I didn’t close 1 of them. That was on a Monday. I went out on Thursday with 4 appointments and ended the day at $10,000! If I would have quit on Monday, I would not have had an opportunity for a Thursday.”
She would also encourage other agents to “do it the way it’s written. It’s tried and true. And goes so much better.”

Sharon has been married to her husband for 26 years. They have 6 kids and 7 grandkids!
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Spotlight

Agent Spotlight – Aug 2016

Spencer - UW August 2016 Agent Spotlight
Before Unique Writers Spencer was working for a cable company selling subscriptions door to door.

He was performing exceptionally well and working really hard in this role, but it demanded brutal hours, low wages and an unpredictable schedule. It all took a turn for the worse when the owner of the firm began to go bankrupt and wasn’t able to pay Spencer sufficiently. Spencer was ready for a change.

So when one the UW recruiters reached out to him he set up a time to meet with Mike Passaglia, CEO/President of UW. In that conversation he was impressed by the UW system, the reality of getting to be his own boss, and the income potential that was right there waiting for him. In his words, “I jumped in head first!”

You would think by looking at the Leader Board that he was an instant success, but there was an obstacle preventing that from happening, himself.

Spencer was honest about his first months. He commented that it was really hard; because the entire time he was also looking for other jobs. “Life insurance agent” wasn’t the title he thought he wanted. He said, “I was really doubting it all.” Then something happened after those early months. He realized that if he invested the drive, the energy, and the time he spent complaining and looking for other jobs and put that into UW, how much more successful could he be?

He made a decision to go all in with the UW system and has been making at least $5,000+ per week ever since. Spencer had this to say about his experience, “It has changed my life. I’m a better person for it. I went from having very little to being able to purchase new cars and building a new home. I’m also more outgoing than I was before.”

On one of Spencer’s appointments he met with a couple to discuss a $40,000 final expense policy. The policy was approved within 2 weeks. Upon returning to the home he met with the husband one on one. Spencer inquired of where his wife was to which the husband replied “she’s on vacation … but I don’t think she wants the policy anymore.” Spencer continued to listen and question this sudden change. The husband began to break down and cry. The husband went on to explain that his 50-year old wife was not on vacation but in a coma! She was hit by a car! The husband thought that because his wife couldn’t sign the policy that she wouldn’t be covered. But she was covered and received the full $40,000 that helped him and his daughter through this horrific time. He didn’t pay a dime. Spencer said, “It showed me how important what we’re doing is! It makes a difference. We’re not some ‘car salesmen’. We are helping people plan for their future and helping their loved ones!”

Spencer has talked to a lot of new agents and he would encourage anyone coming on board that consistency and prospecting are 2 very crucial things when you’re in this business. He said, “It’s a numbers game. You could feel like the best or the worst agent out there … you could be having a great week or a horrible one; but if you have more appointments, you will have a much better opportunity. If you’re consistent and prospecting, you’ll win every time!”

He enjoys helping other agents getting started with Unique Writers. He is getting married this September!
Categories
Spotlight

Agent Spotlight – Jul 2016

Sara - UW July 2016 Agent Spotlight
Sara has been in life insurance for 21 years now. She began her career gaining experience in case management, underwriting, and managing a staff.

After 18 years in insurance, her entrepreneurial spirit led her to open a yogurt shop. She realized while running the yogurt shop that she missed insurance and wanted to return.
Upon her return to insurance, and just before joining Unique Writers, she spent a couple of years working inside the school districts helping the teachers and other staff with their insurance and prepare for retirement.

When asked what her experience has been like with Unique Writers she said, “They’re 100% committed … Always available … I’m impressed by how they want really good things for me,” especially when referring to the coaches at Unique Writers.
Currently, Sara is pressing into the Unique Writers system  with the support from our coaches. Sara noted that her income has doubled since joining the UW family, and she now works 30-40 hours a week. She is also currently ranked #2 on the leader board for annuity production with sales thus far this year of almost $500,000.00.


Sara started in insurance initially to pay her way through college. She was actually on track to be an interpreter after college; but never left insurance upon graduation. She witnessed firsthand the difference proper planning can make in someone’s life when her best friend’s father died. She enjoys the work and “It feels good when you’re helping people.”

Sara said it was scary going from managing a staff in the office to becoming an agent in the field; because of the uncertainty of the paycheck.
Because of this she resisted becoming an agent for a number of years, and it wasn’t until after she jumped into field production full time that she realized how much she liked it and would one day look back and say, “I wish I would have done it a little sooner … it’s a great career.”
She would encourage new agents to “stick with it … don’t give up” and “remember, when you’re meeting with a new client, you have so much to offer them and the help they really need.”

She has a 15 year old son, has been engaged most of this past year and was married on June 18th. Oh, and loves loves loves the San Francisco Giants. Go Giants!!!!