
Lincoln Heritage, Senior Life, and how NOT to lose your RENEWALS! | Ep. 172
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In this episode of the Built Simple Podcast, host Adam Brsan dives into the critical topics of contracts, transparency, and the importance of asking questions in the final expense insurance industry. Inspired by a recent podcast featuring an ex-Senior Life agent who lost her renewals after leaving the company, Adam reflects on his own 11.5 years with Lincoln Heritage and the similarities between these semi-captive carriers. He discusses the do’s and don’ts of agency contracts, the consequences of recruiting agents to new carriers, and why understanding the fine print is essential for protecting your renewals and building a sustainable business. Adam shares personal insights from his career, including an email exchange with Lincoln Heritage about safeguarding his renewals, and emphasizes the need for uplines to be transparent with their agents. Whether you’re an agent or agency owner, this episode offers valuable advice on navigating the complexities of insurance contracts and avoiding costly mistakes.
Key Takeaways:
• Why Senior Life and Lincoln Heritage operate as semi-captive carriers and what it means for agents.
• The importance of understanding contract terms to protect your renewals.
• How transparency from uplines can prevent misunderstandings and financial losses.
• Adam’s personal experiences with renewals and agency-building at Lincoln Heritage.
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Timestamps:
• 0:00 Introduction
• 1:30 The Senior Life agent’s story and lost renewals
• 5:00 Comparing Senior Life and Lincoln Heritage
• 10:15 The role of TV leads and semi-captive models
• 15:00 Adam’s experience building an agency at Lincoln Heritage
• 20:30 Understanding contract rules and renewals
• 25:45 Transparency and the upline’s responsibility
• 30:00 Final thoughts and advice for agents
#Insurance #FinalExpense #BusinessTips #Transparency #AgencyBuilding #BuiltSimplePodcast