my 5-step plan to build a $100m life insurance agency

Alright, what's going on guys? In this video I'm going to be showing you our exact step by step plan of how we're going to build a $100 million life insurance agency and exit it within the next 10 years. We're going to need a ton of agents to help us build this and what we basically want to do is like have a model where agents can come in, focus on being closers and then you know, if they continue to contribute to the agency and, and help us build this will actually give them equity and they can be a part of that exit. So that's basically what our plan is. I'm going to dive right into here and kind of break it down like what exactly we're doing, how we're going to do it and if you ultimately want to be a part of it, then you can hit us up. There's a link down below in the description to apply to work with us. But I kind of want to just walk through this and show you guys what we're going to do. So the type of agency that we're going to build is basically like a remote call center, right? And so this is basically where you know you can work from anywhere in the world but you are basically doing calls, right? It's not gonna be face to face. We're gonna be entirely telesales. Right? The way that'll work is each agent that works with us will have free unlimited leads. So they won't pay for any leads whatsoever. We'll be fronting all the lead cost. They're not gonna have to pay for any softwares, nothing like that. They're not gonna have to pay for a dialer for a CRM for quoters going to handle all of that stuff. I mentioned this a little bit earlier, the potential for equity where basically if they help contribute to us being able to grow the agency and ultimately get into a leadership position, we'll also give them potential for equity in the business. We're not going to be building like an MLM type of business. It's going to be very much so like.

A closer model, right? Where the agents are focused on being closers and selling policies and servicing the clients. Not where you have to recruit everyone from the grocery store. Right. And then another thing too, we're gonna be hiring people, not recruiting. So the reason I think that this is so valuable is like in the recruiting model you need so many more people to do the same production. Whereas if you do the model that we're talking about where you just invest more into each person you bring on and bring on high quality people and really train them and incentivize them. I think that builds a better company overall. Right, so let's get into the phases. So the first phase, this is actually the phase that we have just exited is Solar producer plus, right? Let me take a sip of my coffee here.

Basically the goal here we wanted to get my business partner Julian to about $40,000 a month in annual premium life insurance, annual premium. He's not doing that consistently, which is great. Basically generating Facebook leads and feeding them to Julian and he's just able to close, right. I'm Tim, he's fully on. So, so I built out the marketing system and the lead gen side, right? Getting everything dialed in and tweaked to where we're getting consistent high quality leads that we can then feed other people. So Julian selling full time, selling about one to two policies every single day. And I can report good news, we have already crossed this stage and now we're moving into stage number two. Phase number two, this is where we are right now.

And so basically what this is is we're going to start bringing on agents which we've already brought on two and basically we're going to be building like a super tight knit team of well trained insurance assassins, right? So basically people that they eat, breathe and you know, eat, sleep and breathe sales and insurance sales, right. So you know, you could be in a zoom call, just doing whatever, listening to calls and all of a sudden you know, another agent feeds you an objection and you got to know the response to that objection. Like really just like training extremely intensely to master these objections and learn the script and the objection overcomes and all these different things so that you're completely ready when you jump on the phone. So this is the model we're at now. Right now we have two people we're looking on bringing on more where we basically just invest super heavily into each individual agent to help them make six figures. So the closer model, what that basically means is we're going to be sending the leads, you'll have some pre booked appointments, maybe even some inbound calls and basically your only job is just to focus on closing, right? We're even going to have an admin default chargebacks and do a bunch of the back end paperwork and stuff that happens so that the producers at our company can just go all out fully into the actual sales. Basically right now we have two, so we're about a tenth of the way there, but we want to have is 20 agents all writing 30k a month as opposed to like if we did the other model where you just throw spaghetti at the wall and recruit a bunch of people and don't actually train them, you might have a hundred agents writing 6k a month on average. I'd rather have 20 agents all writing 30. So I'd rather have a tight knit team of people that are just holding each other to a really high standard, you know, working to improve and sell policies, than just a bunch of people that are kind of thrown by the wayside and they don't really get the support. So that's what we're going to be doing. And then the top producers will basically gain equity inside of the company. Right. So phase two is the Spartans. This is where we're at now. We have two agents we brought on, but we basically want to get to a point where we have 20 agents that are consistently writing 30k a month. And in our model if you write 30k a month, you'd be making six figures plus without any risk or any investment, which is pretty cool. So that's phase two, right. This is the phase we're in now. And then once we exit this phase, we will be in phase three. Right. So basically what our plan is is we're going to like the money that we're getting from overrides and the capital that we're getting, we're going to be investing into content for the agency. So our agency is called Zoosurance. We're trying to build like a nationally recognized brand where basically whenever someone thinks the final expense, they think of Zuzurance. So the way that we do that is producing YouTube videos, blogs for our website. We're eventually going to have a newsletter where people can subscribe. This is obviously seniors. They'll subscribe, we'll send them, you know, helpful tips, this and that, and then the newsletter will be sponsored by Zoosurance. So they'll, we'll be getting high quality leads that'll be coming into the agency. So basically the money that we get from overrides is going to be invested back into growing this and really making it a recognizable brand. So that when the agents jump on the phone with the leads it's like, oh, you, you guys are the ones from Zoosurance. It's not like you're just some random telemarketer, they've never heard of. You already kind of have that brand equity built. That's what we're going to be trying to build. So the content that we'll be producing is what's gonna allow us to stand apart from the zombie horde of agents, right? Where everyone just has the exact same offer, the same carriers, they're just saying the same thing and just calling these people a million times. The only way that you can really stand out from that is by offering value and differentiating yourself from everyone else, right? And so basically we wanna generate organic leads similar to this website called Choice Mutual where basically they get a bunch of SEO leads and people that are searching for life insurance. This is basically what we're going to create so that our agents have high intent leads. So that's phase three, really diving into the content and just like making us stand apart from all the other agencies. And then phase four is going to be very, very fun. This is rapid growth. So basically we'll just start investing a ton into developing leaders, right? So this is where like a lot of people will start getting equity, is when we start investing back into growing leaders in our company so that we can scale faster and faster and faster and basically building sub agencies, right? So instead of it being like a recruiting model where they're like just recruiting everyone and everyone just has this massive downline, like they're going to be hiring people that they would be comfortable investing their time into and they'll be responsible for training those agents. So the top producers from the beginning, those people will have the opportunity to have a team and the people under them, they'll basically be responsible for training them and helping them succeed. So it'll basically be like little, little sub agencies pretty much. And then, you know, those leaders will be responsible for overseeing the success of the people under them essentially. And then at this point we're also going to be investing more and more into the content, the YouTube, the blogs, all those stuff that really like makes the brand and the leads higher quality, right? And then phase five, this is where we'll really be a national brand and start running ads on tv. We'll have multiple divisions of the company and still having like the same structure where like we don't just have thousands and thousands of agents, but maybe have hundreds of agents that are all producing at a high level. So that's pretty much the exact five phase plan of how we're going to build a $100 million IMO. That's exactly how we're going to do it. And we want to make a lot of people rich in the process as well as getting rich ourselves, which would be pretty cool. But for anyone that's interested in learning more about this, I put together like a 20 minute video breaking down, what it would look like to be part of the agency, what you get as being part of it, and some things like that. So that's our that's our plan. That's what we're doing right now. And.

Whether you join us or not, we're still going to be posting a bunch of content on YouTube about what we're doing and how we're doing it. And you'll be able to follow along the journey either way. So thank you guys so much for watching this video. If you found value from it or if you found it interesting, leave a like, hit the subscribe button down below to see more from along this journey. And if you want to see a video where Julian breaks down one of his live sales calls, click this video right here. I'll see you guys in the next one. Peace out.