An excerpt from the national coaching call, Connor and Trish go back and forth about how they book their mortgage protection appointments. These tips will help you master this skill.

Here, Regional Manager Chris Tinsman breaks down how to approach Ethos Leads- what to say and how to dial to give yourself the best odds of success working with them.

Mortgage Protection Leads

Listen to how Bill Roman, a veteran at Equis Financial, uses a very simple approach to dialing, a script that came from one of the TOP producers in the country..

Older Mortgage Protection Leads

Nobody ran an insurance sales business better than Bill Martin. Here’s a quick snippet of his approach, tonality and script on how he connects with these leads and gets them to say YES to an appointment.

Mortgage Protection Leads- High Production

Tanya Hughes, one of the top virtual agents in the country, trains on how she firms up her appointment to help reduce the number of no-shows.

IPL- Incomplete Phone Leads

Listen to a roundtable discussion with some of the top leaders on how they work the inexpensive IPL leads to their advantage, scooping the cream off the top.

Older Mortgage Protection Mailers from LeadCenter

LeadCenter offers Mortgage Protection leads from $2 up to $9 depending on age. Chris Tinsman is a veteran agent who works these like a charm. Listen to her simple and effective approach.


For this dial session, I sat down with 15 A leads: 13 IVRs and two online leads. All mortgage protection. After the dial session, I texted those that didn’t pick up and booked two more.

For this dial session, I sat down with a batch of 15 Ethos leads. Two of them booked right off the bat with a text message. I did edit out all the ones who didn’t pick up (about half).