Securus America | Securus Final Expense Marketing Company

advisor Success Stories

Roger S.
Advance Team

Congratulations to David T. & Jason W. for leading from the FRONT on our Referral Sales Contest and winning the iPads!!!! Almost 50 families protected just by asking "Who do you know that I can also serve"!!... and over 30K written in referral Business!!

David G.
High Voltage/Shless is More

To the team,

Lisa and I had 15 appointments tue- wed -thurs- the first day we had 6 appts 1 no show and 4 strike outs -and sold 1 for $1000.00 premium. The next day we had 4 appts - wrote a 120,000 annuity on the spot for someone. Day three we had 5 appointments and we wrote 7 apps - 5 regular life for 1820.00, 1 single premium for 26,000 dollars and 1 annuity for 93,000. its crazy- net deposits from all that-- $13747.00 another stellar leaderboard on Mondays call! So what I am getting at is its a sheer numbers game- if we only made 5 appointments which 5 would they have been? if we made 10 appointments which 10 would they have been . It is only because we set 15 appointments that we increased the odds in our favor exponentially-- the numbers prove that. what if we gave up on day one? or were happy with day two and stopped?

You have to see as many people as possible to gain the odds- remember that is only three days in field- A part time person is limited to the days they can run but if they get a couple of thousand only, its a great run! so really part time work is 1-2 days in field and full time work is 3-4 days but usually 3 for us. we could run 5 days but we have other work for the team we are doing. In the last thirty days we wrote 13 annuities for a total of $1,054,000. Not a bad month, not to mention the life apps we wrote.

Keep pushing forward and See the people! See the people! See the people! - David and Lisa

Glenn C.
Securus Select

Hi, My name is Glenn C and I have been in the Final Expense business for 13 years. The majority of my time was spent as an independent agent doing everything I could to procure leads. It wasn't until a joined a partnership with Senior Select of Georgia did I truly start making real money!

I was introduced to the Securus family January 2013 and after much thought and consideration, I decided to join the team. I came to this decision for a number of reasons, revenue being one of them. I'm a firm believer of systems and processes due to the 16 years I worked for United Parcel Service! UPS was nothing but methods, systems, and duplicatable processes. The system that Securus brings to the insurance and financial services industry is a process that is light years ahead of any other agency in America.

I'm writing this testimony again to show that an " old dog " can learn new tricks! I was blessed to be in Lagrange, Georgia for an Opportunity Meeting and the training that followed that next day. It was during that training session that I realized I was dealing with a company that truly understands the science behind selling! Matthew Goldberg went through his Final Expense flip chart presentation and it was then I had what John Kight calls a " moment of epiphany " ! Matt got down on his hands and knees and begged the whole group to use his flip chart presentation. Well folks, I took him up on his challenge. In just three weeks of using Securus methods I have written 27 applications for insurance and my closure rate increased to a staggering 90%, all due to the securus system.

Folks, if you are having trouble making sales in this business, ask yourself a question. Have I followed the steps laid out by Matt Goldberg and his team? If not do you and your family a favor and get on the train. The science of selling all lies within the Securus system.

Robert H.
High Voltage

Hey Matt,

I wanted to take this opportunity to write you a letter you may not often get to read. We often write our “success stories” to be placed on the Securus Website, but in addition to the success stories you should hear about the success stories behind the scenes. I wanted to personally express my sincere gratitude to your Securus Staff: Tommy Graziano, Mark Szafman, Matt Bauer, Graig Sadek, Scott Sadek, Larry “My Wrestling Man” Dickstein, Russ Ippoliti, John Kight, and of course You and your wife Bonnie!

You know where many of us came from but maybe you don’t know why we as individual agents appreciate you and your staff the way we do, more importantly WHY I DO!

My background is simple; I worked for the NY Giants in public relations under Pat Hanlon. I have a Super Bowl ring which I am proud of from 2007. I worked for the WWE where I wrote the stories many appreciate on TV. I also was broke, at a time in my life when I couldn’t afford to be broke. I received my insurance license and was robbed by not one but TWO insurance companies. I bought into a system and managers who later only showed their true colors.

I am grateful, TRULY GRATEFUL to have finally found a company who appreciates my hard work, who appreciates my dedication to be the best and who appreciates individual agents no matter how much they may or may not produce. I’m grateful to have found a HOME!

I will never be able to express to you how lucky Securus is to have found people like Tommy, who will take the time to help me no matter what the issue big or small. A man like Matt Bauer who will send me resume after resume hoping I find the next “Rob Hochman”. Graig, who is always open to listening to what’s working and what’s not and changing things to make my life in the field successful. Russ, who took the time to train one of my agents one on one when I’m sure he had a ton of other work of his own to accomplish. Scott is on top of my contracting like nobody’s business.

Larry who is not only a great business partner, but a man I call my friend! John Kight, who to this day, I owe my FULLY PAID CARS to, because it was his guidance telling managers who wanted to beat me down for not “attending all meetings” that I needed to be PROFITABLE FIRST! And Matt, who from the moment I met you, I knew this partnership was for the BEST! Your wisdom, your guidance, and your ability to LISTEN to your agents, TRULY LISTEN, mean the world to me as I’m sure it does so many!

I just want to say THANK YOU to everyone of you at SECURUS. Without you, I, like many others would be broke and unable to help so many families who desperately need us now more than ever!

I look forward to continued growth and success together!

Sincerely, Robert H.

David G.
Shless is More

Two weeks ago the 21st a Thursday we wrote 9 total apps in one day:5 annuities written and signed $491,000. Two of them were at the first appointment of the day and written on the spot (very unusual) she understood the concept and wanted me just to tell her how much money she had- started telling us about 21,000 but it turned out to be 410,000. One Annuity was a second meeting for 11,000.

Two were from a couple for 70,000 total who were referred to us by their mom who we wrote a 15,000 annuity for. We also wrote an IUL for 9000.00 and one for 1400.000 at this same house. We wrote two other regular life apps that day too. We started at 10 am and ended at 1030 pm. All of these have already gone through the approval process and await funding. Our bank deposit for that single days’ work will be $27,796.

We used our life sales and AD&D form to find the initial dollars and the rest of the closing of the annuities comes from knowledge of the product and the concept of annuities which everyone must study if you are going to do this. People are not going to turn over 100s of thousands if they don’t trust you or you don’t have confidence in what you are doing. Study Study. Just to prove this day was not an anomaly, last week we took another $100,000 annuity, an IUL for $17,135 and another IUL for $8,300. This translates to about $12000 in bankable dollars in the next couple of weeks. Total bank deposits from just the last two weeks work will be just about $40,000. A very nice way to make sure we can invest in our business and teach our agents how to do this.

We also went to home and gave the ad&d out, found out she had retirement funds and a life policy- we audited the life policy and found it to be a good solid policy for her. We started a discussion about her retirement funds and low and behold out comes the statements for $850,000. She understood the concept and called her son immediately and rebooked a meeting for April 9th to do the paperwork – she just wanted her family involved and she wants to write 9 IULS for her 9 grandchildren. We also have at least 3 other annuities in the next meeting phase for approximately 410,000. We may not get them all but our chances are very good based on our activity. This is all about helping families- that is our only mind set .

You must use the tools given to us by Matt and Securus- take the training and learn all you can- our product knowledge by plugging into every securus training offered it is amazing how free training can and does pay very well!

David & Lisa G

Ray E.
Team Black Velvet

Today I had a preset FX appointment from a door knock I did last Monday---with a guy who weighed 410lbs. Didn't think I had a sale until his daughter walked in. I knew from the ad&d he had a 401k so I ended up talking to him about using his daughter as a vehicle to divert some of his monies. His daughter, who is 21, had just started putting money into her 401k. She liked the IUL better because of its flexibility and agreed to put $175/month....I was SHOCKED. A one sit close from an FX appointment. And $50k found money (Only a seed for another day for now)

Sometimes, this business amazes me. Thanks to the FX leads and the Securus system. $2100 ap

- Ray

Robert H.
Team NFS

I thought I would give you an update on the beginning to my career with Securus. First off, the whole process of starting and getting appointed with your company was very smooth and quick. I didn't have to waste time back and forth on little things that the company needed. Second, you have been fantastic to work with!! You have always been available to me which is very important in the beginning!! If I can't reach you on the phone, you have always been quick to get back to me. Any time I have had questions or concerns you have been quick to get me a response or get me to the person I need which is very appreciative. When I first order my leads, I didn't know what to expect! I have worked with other companies before with leads that have not produced very good results as the leads were old or not qualified.

When I got my very first 15 premium leads I was able to immediately produced 5 applications for $2,520 in annual premiums. I want to point out that I set ALL of my appointments on Monday, and set up my appointments on Tuesday Wednesday and Thursday. So, I was only in the field running appointments for 3 days. The next week, I had another 15 premium leads which produced 7 applications for $3,395 in annual premiums!!!

So in my first 2 weeks I have been able to sign up 12 applications for $5,915 of annual premium!! I also would like to point out that I still have 7 people that would like me to call them back after the holiday. I plan on dropping by their homes today. So of the 30 leads I have received I have closed 12 and still have possibilities with another 14. My closing ratio is 12 apps out of 14 sit downs.

Thank you for this opportunity! I am having so much success that I want to look into putting my own team together after the first of the year so I can really start growing my business. Thanks for all your help and I look forward to our continued partnership!

Russell M.
Team Sales Machine

I enjoy serving our clients. I visited a senior two months ago and because of her occasional use of a CPAP machine, I quoted her an immediate coverage policy at the standard rate. I went to bat for her though and the Underwriter agreed with my argument that the client should actually qualify for the preferred rate. I was able to call the client later that week and offer her choices regarding her policy. She was so appreciative that she called me a month later and had me re-visit her and her family. I wrote a policy for her daughter and her granddaughter that afternoon. Three policies from one lead by simply earning the trust and confidence of a client! The SECURUS system is the best! I’m proud to be part of a team that is making a difference in the lives of others.

Robert B.
Team Sales Machine

Recently I met with a couple that was in their late 70’s. When I initially knocked on the door the wife, Dorothy, informed me that her and her husband J.T. already had sufficient coverage. I asked her if I could simply view her current policies and that I would be happy to give her any helpful information about her current insurance. When she brought her policies to me I noticed immediately that her husband who was 78 years old had a $25,000 term policy that expired at age 80. Dorothy who was 76 had a policy with a rising premium that by the time she was 80 would rise from $18.95 per month to well over $130.00 per month.

Dorothy and J.T. were not aware of the details of their policies. When I informed them that I could offer them a Whole Life policy that was good for their“whole life”and that thepremiums would never increaseand that theirdeath benefit would never decreasethey became very interested. After 20 minutes I was able to help both of them apply for a policy that would meet their needs and their budgets. On my way out the door they both thanked me for my time and assistance. Dorothy told me that she felt blessed that I stopped by and knocked on her door. Being able to help this fantastic couple and make sure that they have the peace of mind that when they pass their final expenses will be handled without leaving a burden to their families makes so proud and gives me the highest level of career satisfaction.

Tonya B.
Team Fire & Reign

Brian - I closed 2 policies at the beginning of the week and told them about the AD&D program and they wanted to come up with 4 names each so today I got a call from one of their relatives and she said that she wanted to buy insurance on her parents so I met with her and her parents tonight and closed 2 policies for $1,352 AP and we are setting a time to meet with her and her husband too because she has nothing outside of work insurance. So this could lead to 6 policies on 1 20.95 lead. Love it!

Thank you for all you do !!
Tonya B

Tom F.
"A" Team

Hi Matt - I wanted to take a minute and thank you from the bottom of my heart for the generous offering of your time and knowledge yesterday. Your teaching, demonstration and patient answering of our questions made the time some of the most valuable training I think I have ever been involved in, and your sincere spirit of genuine care for each of us is a character that I hope to grow into.

The day was filled with "aha! moments" for me - I particularly will be working on improving my tone and delivery during my presentation, and exhibiting my personality as I build connections with my clients. I am immediately committing to full use of the AD&D tool going forward, you provided wonderful insight and methods that make it so simple.

Thanks again! I look forward to greater things as a result of your great help.

Sincerely - Tom F.

Joseph M.
"A" Team

Matt - My first day I got leads, I went and door knocked. I had 3 leads come in that first batch and didn't want to waste anytime getting out there. I immediately got in my first door and picked up 2 referrals using the Securus Referral program. After finding nobody home at the other two leads, I called my manager Matt Weinstein and he suggested that I door knock the referrals that I had just received. I went to the nearest one; I got in, and sold my first policy with about $440 annual premium. I also got more referrals.

It was amazing - I didn't even know this person existed before I received the referral and the best part was the lead cost was zero. My first 4 days in the field, with 10 leads received so far during my ramp up, I have written $3,300 in premium - that's in my first 4 days on a half a week's worth of leads! I've sold 4 out of my first 5 appointments - the only one I didn't was my very first. But that first appointment ultimately led me to my first sale through a referral. I put faith in the Securus system and my upline's leadership and it has proven to be faith well placed. I really studied the system and scripts and rebuttals over and over while waiting for those first leads, because I knew it would work if I followed it. I've also enjoyed the appointments very much, and am excited to have such a great way to earn a living and build a terrific future doing something I enjoy!. - Joseph

Winston M.
Fire-N- Reign

Ed - I wanted to send you this in hopes that it will help others realize what we have our hands on. I went out last Thursday to a referral but the people weren't home. I went back today (Tuesday), knocked on the front door and a lady came out from the back. She asked what I wanted and I told her I was there to see her husband. She broke down in tears and told me he had just died. He was in a car accident on Friday and passed away Sunday from the injuries of the accident. She went on to tell me they had no insurance at all and she didn't know how she was going to pay for the funeral as they had no money. To make things worse, that was their only car so now she has no car to drive. She was having to wait for someone to come pick her up to take her to the funeral home to see her husband.

I was heartbroken knowing had I seen them on Friday and given them the free AD&D plan and received referrals she would have had a minimum of $1-5000 in insurance, plus since they didn't have any final expense insurance at all, I might have been able to sell them a small policy which would have also helped this woman. I am just now realizing what a powerful thing we have and I am going to make sure I do my best to never let anyone get away from me without giving them the free insurance. I am sold 110% on this AD&D program and feel like I have found what I am meant to do for the rest of my life. When I started doing the life program I didn't have any "funeral or death" stories to share with people, but I can promise you I will use this story to let everyone know how important insurance. By the way, I got 9 more referrals today. - Winston

Brandon P.
Fire N Reign

My name is Brandon P and I am the nephew of the President/CEO Matt Goldberg. Today (8/31) was my first day out in the field. I received some CPO 40's and I went and door knocked. Eventually I found someone that was home and this man was the only person I sat in front of during the day. I went into the house and filled out the AD&D form. The gentlemen gave me 4 referrals. Also by filling out the AD&D form i was able to realize he had no life insurance in place, which then made me realize I had to get something done for him. I was able to sell him a 5,000 dollar policy for 576 AP.

Currently I attend the University of Tampa in Tampa, Florida and I am a 19 year old sophomore. I just received my insurance license this past summer. My message to everyone out there is that if a 19 year old with barely any experience in the field can do it, anyone can do it. Work hard and have a positive attitude and you will be successful. Thanks - Brandon P.

Richard C.
Seal Team

I wanted to give you an update from the recruiting leads I have been getting from the home office:

I have 4 agents that have passed their state test within the last 2 weeks and just waiting for their license to come through, 6 other agents that are already licensed and I am working with them to move forward to get contracted.

I have a total of 26 agents either in the field, school or just waiting for their license and contracting.

I didn't this many people in 3 1/2 years with the other company and now I have a nice growing agency in a short 5 months with Securus.

I want to thank everyone again for all the support and help I have received since I joined the Securus family.

Edward L.
Fire & Reign

Greg G. got his 1st referral yesterday !!! Tracy M. (a new agent) went out door knocking, wasn't able to generate a sale but did generate 5 referrals!!! I was able to generate 8 referrals from the 1 appointment I had.

About Tracy, he called me and told me he was so glad he had spoken with me on Tuesday. He had been having trouble with people not letting him in when he was door knocking saying they weren't interested, and asked what he could say or do. I told him to say "so you’re not interested in the free life insurance we have for you?" He went to this ladies home yesterday, she said "I told those other agents I wasn't interested" and was shutting the door on him and he said the phrase. She stopped, opened the door and said come on in. He went in, spoke with her and found out she was living on very little income, and at the present time couldn't afford any life insurance, but was excited to get the free life insurance he was offering. She gave him 5 referrals and told him "now these people aren't like me, they have money and can afford to buy it". She also promised to make a list of others for him to offer the "gift" to and have it ready when he returned with her certificate. Needless to say Tracy is pumped !!! All of this off of a CPO99 lead form a lady who didn't buy.

Brian, thank you so much for putting on the webinar for my team, it is going to pay huge dividends for us all. I received calls and emails from other agents who heard about Greg, Tracy and my success with referrals, wanting to know what we were doing and promising they weren't going out and "blanking" any more when it comes to referrals !! I am very excited about this referral program and can't wait until Tuesday for the National call and hear what Matt has in store for us.

Sincerely, - Ed

Ron L.
Synergy

Wonderful Colleagues,

I am a firm believer in following a plan of action and replicating a proven system of success. Master what is already successful and start earning incredible income. Case in point:

I met with a nice lady about a month ago regarding the Final Expense product. She was in her early 50's and was uncomfortable discussing her demise. We chatted about CORE and I learned a lot about her and her family. I told her I understand that now may not be a good time to discuss the Final Expense with her. I shared that, however, as a state licensed advisor, it was my duty and obligation to discuss her retirement plan because she had a very volatile product. I gathered some information and spoke with her husband, an Army reserve officer, and over the next few weeks they did a superb job of supplying me with a full picture's worth of financial information.

The first thing I did was gain their trust! This is the most important thing that we, as licensed advisors MUST do.

End result -I brought my guru with me, Travis Norberg and with the timely outstanding guidance - I wrote a $259,000 for the wife and a $143,000 for the husband - that's a total of $402,000 - now if all you did was take one minute to have the asset gatherer form completed, you'd have earned over $4K! If you learned how to be an annuity specialist, you would have earned $16K!!!! For TWO hours work!!!! and they couldn't stop hugging and thanking us. I am looking forward to referrals from their friends and families, now too!

Learn the system - put in the time and effort to leverage the tremendous resources provided by Securus - if you are not - then you and your clients are losing out, big time!!! It's funny, cause now I look at the final expense protocol as the old metal beach geiger counters - I just keep panning my clients with the final expense until i hear the rapid nuclear clicking set off the machine - then it's SHERPA time!!!

Have a great week and good selling!!! - Ron

Tonya B.
Team Fire & Reign

Brian - I am so excited I was training a newly licensed agent Andrea D today and by dropping (doorknocking) all day we were able to set 4 appointments for Friday, write 5 applications for 1452 AP and got 4 referrals. One of the appointments we set for Friday is from our last appointment that we wrote 3 applications on and we will be writing his 2 daughters and his brother on Friday and they are getting all their referrals ready to take advantage of 5,000 AD&D Benefit on each of them Friday as well. Can't wait to see what this looks like in 6 months!!!!
Thank you so much for believing in me and for all you do! I am not gonna let you down! Tonya B

Matt W.
NFS GROUP

Matt - Just wanted to share how my week went. This past week was my first week back in the field after the Baltimore Leadership Conference. As you know, I am in the field on a regular basis and I really developed a consistent approach to meeting with prospects successfully using the Securus presentation. Even though the Securus Referral Program was implemented and available for use, I admit that I did not embrace this new program.

To be blunt, I really didn't want to change what I though was already working. After attending the conference and seeing you present this program from beginning to end...I suddenly realized what I was missing. I revised my approach and used the tools that are available on the website and went out in the field with a new found energy excited to see what this week would bring. The end result is a week that produced 7 applications and 46 referrals... YES...that's right! 46 referrals in one week. It's hard to believe that I am able to get this many referrals from people even if I don't make a sale. I can't wait for what the future will bring using your referral program. The Baltimore Leadership Conference changed everything!!!!
Matthew W.

Robert W.
Fire N Reign

I worked the leads over a year ago that no one had closed. I keep these in a file. When I have down time I will pull out area's that I know I haven't covered and start my phone presentation. I make each lead I receive work one way or another. When I visited with the client went over benefits that they currently had in place. Because of their age they wanted their son to be involved with the conversation. I found a need for the mother and the son expressed that he wanted to add some insurance for his dad. We wrote both. I started talking about the son and his wife's needs. He deals in real estate and we talked about covering a big debt he has with Term. I told him the inside of Term that one day in will end and suggested that he combine a whole life policy with the Term to meet the problem.

After a long period of of questions and answers we found numbers that would work and after writing the son and wife with Whole Life we arranged an appointment to go over what he needs are for term which he suggested that $100,000 might be enough but he may need more. The conclusion is that he will at least purchase two $100,000 term policy's at minimum to combine with the two $20,000 with AD already taken, and will meet Tuesday the 8/21 to sign those applications. For the day I wrote 4 applications for $4,559 AP all from Referrals !! Robert W.

Joelle K.
"A" Team

Hi Matt! - Had to let you know how much sharing the "Dinner?" question that Bonnie would ask you when you were in the field has propelled me further. Every time I think about stopping for the day, I hear you telling that story. Wednesday and Thursday evenings I am on my own, no kids to cook for or anyone to be concerned about so I can be out as late as needed. Knocking on doors after 6 has been a barrier for me. One I have been trying to overcome, especially since daylight after 6 has a seasonal limit which is fast fading.

Production has been pretty awesome since Convention. Had six apps last week with 8570/AP-- yeah!! Wanted at least 5 apps this week. Not sure if I am going to be in the field tomorrow and needed one more app to make five. Kept hearing.. "dinner?"..."dinner?"... in your voice in my head and the words pushed me forward. Got 2 more apps!!! Roughly 4683/AP for the week.
Thank you Matt!! - Joelle K

Ron L.
Team Synergy

Hey Tommy - not sure if this qualifies for a success story for the web - feel free to use or not use:
The Baltimore Conference was a life-changing experience for me and my organization. In addition to motivation permeation - the pure skillset innundation WORKS!!! The "little" things - the professional nuances - the technical aspects of the job, once mastered, make all the difference. By simply following the invaluable advice of Matt, Brian, Tim, Fred, Avi and so many others - there is a proven method of success.

After arriving back home from the conference 1:00 a.m. Monday morning, I wrote 5 apps, have an appointment Friday for another app - have a pending annuity, three personal referrals from a client, as well as an entire Ladies' Church Group strongly considering me as a guest speaker - having already made this a strong week. Now it's all about my having an adequate number leads on a weekly basis to maximize my efforts - I increased my weekly order by 50% today and will continue to increase my AD&D efforts, which should also consistently bolster my weekly leads.

Lastly, this job is all about replication - it's my responsibility to train, support and motivate my group for our results to become exponential. I am so proud of my team and know that they will take full advantage of the Securus System! See all ya all in Orlando!!! - Ronnie

David S.
Team Fire 'N Reign

Hi Matt , Larry , Tommy , John , Brian,
I wanted to take a moment to thank you all for all the great knowledge I received in Baltimore. Since returning home I have registered my wife and I for Orlando and plan on bringing my kids. I am so excited I recruited my brother in-law and have him enrolled in the school, wow that was easy!!!! Thanks Securus web site.

I am currently at $ 2,500 ap and its Wednesday and I have 3 appointments and many fresh preferred leads to see tomorrow , I am thank-full for the opportunity that is before me and I will not let you down. We all say put it writing so here it is.
I WONT LET YOU DOWN !!!!
Thanks again , David S and family

Michael H.
"A" Team

After returning from the convention this past weekend I wanted to put something that I learned into action immediately.
I was very impressed with the training conducted by Tim Winders and Fred Everett on the sales process. When I saw that Tim starts at $200 and walks his clients down to an affordable number I was very impressed.

I have been writing 10-15 apps per week but my premiums are always very low. In the first 2 1/2 days in the field this week using Tim's system I was able to write 14 applications totaling in $10,400 AP, 3 of the applications were over $100 per month and one was $225.24 per month, this is something I would not have done without attending that training session in Baltimore.

I also wanted to put Matt Goldberg's training to use with asking for the retirement money and acquiring referrals. I collected over 20 referrals and completed one Family needs Analysis form and will be writing a $35,000 annuity also because of the training we received at the convention.

Matt thank you for putting together such a sharp group of professionals to help us grow our business.

Roger S.
Advance Team

I just returned home from our Summer Leadership Conference in Baltimore. I had an incredible learning experience and my eyes were opened wide by the Presentation to Maximize Referrals given by our CEO, Matt Goldberg. Upon returning and while field training with 2 of our new agents, I implemented Matt’s system immediately and was astounded at the results!

Check out these Numbers:
-16 Referrals of which I have yet only worked 5
- $7205.00 in AP in just 2 1/2 Days working this System with 2 more Referral Appointments already booked over next 2 days
- 4 Pre-Set Appointments from the Homes of Lead Visits and I've only retired 7 Platinum Leads in this process

The system worked flawlessly. My clients actually called their friends and family and assisted me in scheduling my time to see them! What could be better than that?!! Preset appointments from a current client! Baltimore was a life changing event for me and my family. I can’t wait to get my family and as many of our Team members to Orlando and change even more lives!

David O.

Mike,
I just wanted to recap this week - I am so fired up about my first week with Securus! On Monday when you told me you had my first leads for me I knew this was going to be a great week. So here are the numbers:
Monday - Received 20 platinum leads . Dialed for just over an hour and booked 5 appointments for Tuesday.
Tuesday - Sat with 3 of the 5 appointments and closed all 3! 3 apps for $2,120 in AP. I also got 17 referrals using the AD&D program. Went back home about 6:30pm dialed for 45 minutes and booked another 6 appointments.

Wednesday- Sat with 3 of the appointments and closed 2- door knocked in between on leads leaving stickies. 3 sits / 2 closed $2,952 ap on 5 apps additional 8 referrals! Both closed were off of referrals from leads from the first day!
Total production over two days: $5,072 ap helped 5 families (2 of which were referrals) 8 applications. I faxed 6 of the applications on Tuesday and 2 more on Wednesday, they were all showing up at American Amicable by Thursday with policy numbers!

Thursday - Sat in training with company CEO Matt Goldberg, COO Larry Dickstein and VP John Kight. I learned more about selling insurance in 8 hours of training than I had in 2 years at the practice company. I realize now that I can double my production that I did on Tuesday and Wednesday by implementing some simple changes in my presentation and utilizing Securus systems to there fullest. Now knowing what I don't know I see my massive potential as an advisor with Securus.

Friday - Leisurely breakfast back in Greenville, played with kids spent time with wife. 6 of the 8 applications have issue paid and I got a commission statement for $2,923.67 !! I have a small pending requirement on one app that did not pay. I wanted to highlight what happened on app number 8. American Amicable sent me a correspondence saying they had an MIB hit on the client and they could not issue the policy as applied for. I personally emailed the head underwriter and asked her to clarify as typically after the phone interviewer at point of sale gives approval underwriting is complete. The underwriter got back to me in a couple hours told me she reviewed it and that she would approve as applied for!!! The measure of a great company is not when everything is perfect - but how they handle issues when they arise!! I am impressed with American Amicable on how quickly they resolved this issue.

To sum it up: The experience this week has been like a breath of fresh air. I have always respected and trusted you and Colleen. I am so grateful, humbled and blessed that we found a business partner like Securus and there carrier partners like American Amicable. The opportunity to be mentored by an individual with a track record and as well respected as a Matt Goldberg has me so excited I am ready to run through a wall!

This new partnership is a breath of fresh air and dose my 2 kids , wife and baby on the way immeasurable service! Three weeks ago I was seriously worried about my ability to provide for my families future. This week has proven to Sara and I that this system works for us and will work for our team and there families futures! THANK YOU!

Sincerely, David & Sara O.

Suzanne S.
Team Fire & Reign

As of Noon Tuesday: Suzanne S wrote 4 applications for $6,376 of AP

Greg B.
Team Fire & Reign

Congratulations Enrichment Manager Greg B !! Greg wrote 4 applications yesterday for $2,518 of AP while field training new agent AL T .. Great job Greg .. You are leading by example !

Rabecca G.
Team Fire & Reign

Rebecca wrote 5 applications today for $2,883 of AP !! This is only Rebecca's 2nd week with Securus.

Including this production her week's totals are 12 applications for $5,843 of AP !!! Rebecca's first week she produced 7 applications for 3,726 of AP..

So in less the 2 full weeks with Securus Rebecca has submitted 19 applications for $9,569 of AP !!

Tonya B.
Team Fire & Reign

Congratulations Enrichment Manager Tonya B !!!! Tonya wrote 3 applications today for $3,603 of AP while field training new agent Shawn D .. Great job Tonya .. You are leading by example !

Matt S.
Team Fire & Reign

I have to admit I was some what skeptical when I first spoke to you about Securus and Final Expense opportunity. You assured me from the start to place my trust in you and everything you told me would come to fruition. I completed the License Coach, passed the state exam, went on the road with David S for one day of training, (Great trainer) and ordered my Platinum Leads as advised.

This Tuesday on my first "door knocking" day, after my fourth stop, I wrote my first AP $2148.00! I have a follow up with the same client later this week for two additional policies in that household.

This "door knock" was off a CPO lead,,, I am looking forward to receiving my first Platinum lead and continued "door knocking"!

Thanks Securus for the opportunity and the local training and advice from David S and Brian McCann!

George J.
Team Fire & Reign

Just wanted to share the story of my day yesterday. I'm working a bunch of $3 leads, 60 miles south in Palm Beach county, that I bought several months ago. I never worked them because I had platinum leads in Saint Lucie county where I live. All morning and most of the afternoon I was leaving door tags, not finding anyone home. So I went to a home I had been to last Friday and the guy was not there, but I spoke to his daughter. She told me he is hard to catch during the day. He was there this time and invited me in.

During the warm-up, he begins asking me questions about my family and what type of work I did in the past before insurance. I told him I was a behavior specialist for the Palm Beach County School District, and my last assignment was at the Palm Beach County jail, where we worked with 70+ boys ranging in age from 13 to 17. He is 75 and a grandfather. He tells me about his 18 year old grandson who is hanging out with the wrong friends and getting into trouble. I shared with him from my experience and gave him hope and some practical ideas to help his grandson get back on the right track. He bought $7000 of coverage for $75.53/month.

The next home I went to I had met with the wife about 3 week ago, but she wanted to hold off until the husband was available. We made several appointments and every time I went back, he was not home and she made some sort of excuse. I knock on the door and she invites me in this time. She goes to the bedroom and does not come out. After a couple of minutes the husband comes out and says she is no longer interested. So I asked if I could share with him. After the presentation he wants $4000 of coverage for $52.14/month. He is 78. We completed the app and were sitting there talking, when he excuses himself to the bedroom.

After a few minutes he comes out and decides he wants instead $9000 for $112.94/month. He said after thinking it over, that is the best value for he and his family. I'm on a roll here, so I call my wife and ask her if I can work late. (She's the boss...LOL....) I knock on a few more doors, no one home. So I go back to a lady I went to last week and she had told me that day it was not a good time, she did not feel good. She invites me in this time and I write her a small one, $2000 for $12.40/month. I'm trying to get everything I can from the $3 leads.

IT WAS A GOOD DAY!!!!!!!!!!!!!

IT SAYS IN THE BOOK OF PROVERBS, ALL HARD WORK BRINGS A PROFIT. I'M BLESSED TO HAVE THIS OPPORTUNITY. NOT ONLY THAT, I'M BLESSED TO WORK WITH GREAT PEOPLE WHO REALLY CARE ABOUT ME AND MY SUCCESS.

THANK YOU!!!!!!!!!!!

Michael H.

I would like to take a minute and tell you a short story about a Platinum Lead. A few weeks ago, when I was door knocking, I sat with a couple from a Platinum lead. After building a good rapport with the couple, I was unable to help the husband. He was already well covered and I was unable to build the value for him. However, I was able to cover his wife, Dianne. After the typical interview, the interviewer suggested I submit the application for the Graded Death Benefit. I strongly believed that she should be approved for the Immediate Death Benefit. I told Mrs. C. I could not promise anything, but, I would do my best to fight to get her approved at the higher level.

As I do in all of my appointments now, I asked Mr. C. if they had any other assets that would offset his insurance upon his death. That's when he told me about his IRA. I asked him how that was performing for him and he said, "Not very well". He informed me that he originally invested over $800,000.00 and five years later it had dropped to well under $600,000.00. I told him that I was not the expert, but that we had a Specialist in my office that could look it over and advise him if there was a better product to protect his hard earned money. I asked for a copy of his latest statement and told him I would be in touch in a few days.

After leaving the appointment, I immediately called Avi Assouline and asked for help with the possible Annuity. Avi told me he would be willing to help me but I really should call our Annuity expert at Securus Financial Services. I called Robert at MIDNIGHT that night and had a great conversation with him. That was the beginning of a great relationship. Robert was awesome from the start, with a true serving mentality. He offered to help in any way he could. Robert was willing to find the appropriate product, create a presentation, and train me how to present it, all without asking for a penny in return.

I know when I am in over my head and did not want to be greedy, taking the chance of losing a $22,000 commission. So, I asked Robert if he would be willing to take the lead on this, present the product to my client, and use me where I could be helpful. I wanted to use this as a true learning opportunity. Robert told me he was here to help me at whatever level I needed him to, and I knew that he truly had my best interest at heart.

I went back to see Mr. C. last week to complete the Family Needs Analysis form and found that he actually had an additional $120,000 in investments for us to look at. Also, while I was there, I had the pleasure of informing Mrs. C. that I was actually able to get her approved for the better plan with the Immediate Death Benefit. Both Lou and Dianne were very grateful and I strongly believe that greatly strengthened my rapport with them. Even though I was only saving them a few dollars a month, I believe they saw that my heart was to do what was best for them.

Today I had a 1PM appointment with Mr. C. I took my laptop to his house, set it up, and Robert did a live webinar for Mr. C. He spent about an hour and a half really explaining the ups and downs of the Fixed Indexed Annuity, like a true Financial Advisor. After the presentation was over we completed the application, and I sat with Mr. C. for approximately another 45 minutes, strengthening my relationship with him as we talked about where he grew up and a few other subjects. So far $550,000 was written in annuities in one home off one Final Expense lead with more to come!

I wrote all of that to say this... Thanks to the high quality of the "requests for coverage" that you have provided us, and the high quality of experts that you have put at our disposal, average people like me, with a big dream and strong work ethic, have a the ability to change our family's financial future when we follow your system and all the leaders that have done it before us. Thank you for everything you have put in place for us and thank you for giving us access to Robert and the rest of the Securus Financial team.

Angela H.

Working with Securus is the opportunity of a lifetime. The decision to join this team of truly enriched industry leaders 9 years ago has been an absolute privilege and serving its members as a Regional Vice President has been an honor. I'll never forget my first week out in the field. As a newly licensed agent, I literally followed your simple system.

I wrote over $5000 my very first week with absolutely no experience whatsoever. I simply plugged into the company system already in place. I obtained immediate success. Securus provides the highest level of industry support, compensation, and systems. Unmatched, look no further, you've found your home here with us at Securus.

Richard C.
Seal Team

I want to THANK YOU all for the time and effort you put into arranging the Securus Builders Symposium. It was extremely informative and I am very excited to start the RESUMATOR X-PRESS program. I know this will take me and my business to the next level and continue to make it grow and prosper. Once again I finally feel I am a part of the TEAM and a FAMILY who is interested in helping me grow as a person and a business owner and again I THANK YOU all for that.

Brandon H.
Sales Machine

I just wanted to give you a heads up on my week so far. 14 platinum leads ordered. Sat down with 8 of the 14 leads. 3 of the leads wanted to meet but couldn't do it in the time frame I was there, so I will meet with them next week. 3 leads were not at home and wasn't able to get by phone. Wrote 8 applications for $6,243.36 in AP in 3 days.

Avg. application was $64.87 and only got thrown off of one porch. Actually, after we sat down for a couple minutes he ended up being a really good guy. Based off of the 8 leads that I met with for a total lead cost of $172.00 plus $100.00 in gas...I ain't no mathematician, but that's a pretty good ROI., and I still have 6 more leads to visit. Also, by using the Securus Family Needs Analysis in the beginning of the presentation, I was able to set up an annuity meeting for tomorrow.

Gotta get the word out about those Annuity Webinars and SecurusNational.com for those that are ready to take it to the next level in their business. So simple to grasp. I'll send you the total numbers next week after I have exhausted all the 14 leads. Thanks for your leadership and guidance my friend. Give Matt Goldberg a high five for me when you see him. Spending a couple days with the MacDaddy Fred E. paid off.

Brian C.

I hope I haven't left anyone out and if so, I apologize up front. I meant to send a letter to each of you but I would be a year older by the time I properly 'thanked' each of you.

For those of you in Atlanta that we had the pleasure of meeting, I'm sure you could tell that it was a very emotional trip for Colleen and I. We left OKC not knowing what lie ahead for us with Securus nor what our future would hold. I, for one, was extremely nervous as the trip meant everything important in our life. Should we keep doing what we have always done and make a pretty good living OR was Securus the answer for us and the chance to live our dreams. I understood the unmatched potential of the comp plan but not sure we were a fit and vice versa.

Coming home, all we could do was smile as we knew that we had found the 'family' we were looking for and the opportunity that very, very few have and even less know about! If only others could have experienced what we did, there is no way they would hesitate when the opportunity presents itself. For 28 years I have been in the business and feel I know it very, very well but never have I witnessed what we have at this very moment. Ground breaking is an understatement as lives will be changed forever, that I am certain. Those that due their due diligence and recognize the opportunity will change their life forever and those that do not will forever say, 'what if'.

As I am writing this, for the first time in 28 years we are letting go of the past in regards to our Health business. Of course, we will always serve those who have been our clients for the past 20+ years as that is a commitment we made and one we will keep but we will no longer look over our shoulder. We are completely restructuring our office and disposing of 28 years of uncertainty regarding the future. As of Monday morning we will be SECURUS. This is a first for us and we could not be more excited or more sure about Securus and the future.

To Matt, Bonnie and the entire Securus organization, we would like to 'thank you' for the trust you have placed in us. We want you to know that we place a very high value on integrity. Our word truly means something to us and a handshake is stronger than any contract and always has been. We only wish to work with individuals whose values reflect our own and we know everyone at Securus feels the same. Our recruiting efforts will be based on the very same principle and only those who truly have the same values will be ask to join us. This opportunity is only for the 'best of the best' as people. The rewards are significant and the commitment should reflect that from each and every recruit, as well as ourselves.

We hope to grow steadily and build an organization Securus will be proud of. We understand that we must grow as individuals and grow as leaders. We also are very aware that we will make mistakes and sometimes get in our own way but with the help of Jay, John, Matt and the entire organization we know that help is just a phone call away. What a great feeling to know everyone is on the same page and knows exactly what the future holds. We are in rare air.

There is no way I can overstate the importance of the Atlanta experience. Our lives were changed and a weight lifted that I never truly believed could be. You have given our life back to us and we can never 'thank you' enough. Quite frankly....it meant everything to us.

Larry A.
Team Fire & Reign

Congratulations Larry A !!!! Larry wrote 5 applications yesterday for $3,552 of AP .. Great start to your week.... It's looking to me like a 10-15 application production week... Do you agree?

Steve C.
Team Road Warriors

Steve C. was using an old CPO $3.00 lead, went to an appointment, customer had a card from one of our agents from six months ago, customer never heard back, but Steve closed the sale, got her to take an $8000.00 Face value, for only $43.00 dollars a month, but found the sweet spot and got it sold. Steve is 1 for 3 today, came close on another one and is still out there going into his fourth appointment today. 3.00 lead, same old story another sales person trash, is a now a treasure.

Mark T.
“A” Team

Check out Mark T. with 12 APPS FOR $12,905 IN SUBMITTED BUSINESS... WOW!!!!!!!

Mark T. has only been actively selling with Securus for about 9 weeks. For an agent BRAND NEW to the business to consistently show up on the leaderboard every week is incredible!!! I also have inside info that Mark T. has already topped $6,000 in AP this week so look for another big week from Mark T. next Tuesday!!! Congrats to Mark T. and his wife, who is also now a BIG PART of the success of the A-team organization!!!

Robert L.
“A” Team

Robert L. was introduced to Securus less than a month ago and now has back-to-back weeks on the leaderboard with $4,142 in AP, Awesome!!! Robert L. is also building a team in the Central PA area (another un-tapped agent market) and we will look to him to become the cornerstone for our growing business in Pennsylvania!!! Great job dude!!!

Geoff C.
Team Fire & Reign

Congratulations Manager Geoff C !!!! Geoff wrote 4 applications today for $2,791 of AP while field training new agent Thomas M .. Great job Geoff .. You are leading by example.

Chris G.
“A” Team

Chris G. - A friend of mine (in Tampa, Florida) for over 15 years who has had no field (hands on) training is now producing over $3,000 a week on a weekly basis... This shows how strong the webinars that Matt G. and Avi host are for helping agents learn the business thousands of miles away from home office!!! John K. also flew down to Tampa to help Chris begin building a team down there which shows how much support we have for team building using the enrichment program!!! Great job Chris!!!

Sean Z.
“A” Team

Also introduced to the business less than two months ago and is producing $3,000 per week on a regular basis, Sean Z. also has a strong team growing in the Northern, MD/ Southern, PA area and I'm looking for big things to happen with that team over the next few months!!!

Andy H.
Team Fire & Reign

Congratulations Enrichment agent Andy H !!!! Andy has written 4 applications Today for $3,093 of AP

Dustin M.
"A" Team

$5,300 for the day in AP. 7k for the week and it is only Tuesday. I am going to do $15k this week! My dad is tired of selling Real Estate and is studying for the exam to go full time with Securus!

Announcements

Final Expense

Maryland Required Endorsement

Effective June 1, all producers must submit a signed endorsement (FRD1000A.MD13) with every application taken in the state of Maryland. Maryland is requiring all insurers to amend the Fraud Warning Disclosure on all approved applications and claims forms. Until Monumental Life revised applications are approved by Maryland, producers must submit the signed endorsement. Monumental Life Insurance Company will not issue any policies or contracts on applications submitted after June 1, that do not have the signed endorsement. The form has been added to all Maryland kits.

If submitting an iGO application the endorsement form will need to be faxed in to New Business, please be sure to list the policy number on the form so it can be loaded to the appropriate policy.

Monumental Life Solutions Series

The Department of Insurance for Texas recently conducted an audit of the Accidental Death Benefit Rider & Children/Grandchildren Rider on the enhanced Solutions Series Final Expense products. The Accidental Death Benefit Rider and Children/Grandchildren Rider will not be issued on any applications that are submitted after May 25, 2013. We are actively working with the department of insurance for Texas to reinstate these riders. Thanks for your cooperation.

Special Announcement!

Securus & American Amicable Group of Companies are happy to announce that the AD&D Program is now available in New Hampshire for your agents. Some key points are:

It is available through IA American only as it is the only company we have licensed in NH.
Due to a unique requirement in the state, we had to file the product without Dismemberment coverage in order to have it approved. The policy just covers accidental death.

Home Office

Securus AD&D Brochure

The Securus branded AD&D brochure (form #3019) is now available on American Amicable’s website for immediate agent ordering and is also avialable on the Advisor Portal, under Printable Forms.

New Promote Yourself Guidelines

Promotion qualifications have been revised to make it easier for our Advisors to advance their careers.

Full renewals are now vested from the carrier on the Enrichment Program.
Indexed Universal Life Sales now count toward promotional guidelines
Annuity Sales now count toward promotional guidelines
New Hire Requirements have been eliminated
Now Available, New Commission Spreadsheets for all Carriers and all Levels.

Annuity

Phoenix Life is now available for contracting through Securus Financial Services.

*Please check compensation as it varies by carrier and product

Let us show you how to earn residual income FOR LIFE with the new Securus Enrichment Program that is revolutionizing our industry! Call 800.936.1715 or email info@securusdirect.net now for information!