For the first episode of our new podcast series, “The Heroes Huddle with Glen Shelton,” we are interviewing Matt Mungia of The Insurance Squad. He’s one of the 35 agents who collaborated with us on our book, “How to Qualify, Present & Sell Final Expense & Medicare Supplements to Seniors.”

1. The Heroes Huddle Podcast
with Glen Shelton
Featuring:

2. Matt Mungia
• Owner ofThe Insurance Squad
• Over 100 agents
• “Anatomy of a $10,000 Week”

3. “Anatomy of a $10,000 Week”
Two BasicTruths
1. Get around 50 leads a week
2. Be willing to meet the prospect at their
convenience

4. “Anatomy of a $10,000 Week”
The Secret?
More Activity = More
Leads
Leads can come from:
• Cold Door Knocking
• Cold Calling
• Telemarketing leads
• TV leads
• Direct mail leads
• Internet leads
• Seminar leads

5. “Anatomy of a $10,000 Week”
More Activity = More Leads
More Presentations
More Sales

6. 15Tips to ScaleYour Sales
1. Expand your underwriting options by getting more
companies (don’t go captive)
2. Target more qualified prospects by using filters
Income Filter: $15,000 - $60,000
3. Hire an appointment setter
4. Work your tail off
5. Have a good number of leads to work

7. 15Tips to ScaleYour Sales
6. Be flexible when meeting with prospects
7. Work a larger area – be willing to drive further than
other agents
8. Stop door-knocking your leads
9. Stop looking for a magical script – the fortune is in the
follow-up a.k.a. work ethic
10.“Just deliver the info”

8. 15Tips to ScaleYour Sales
11.Don’t qualify over the phone, just set
the appointment
12.Have an underwriting cheat-sheet
13.Use a tracking CRM like RadiusBob or
My MO Pro
14.Find an experienced agent to learn
from
15.Set goals and find ways to motivate
yourself

9. How to Qualify, Present & Sell Final
Expense & Medicare Supplements to
Seniors
Buy It Now On Amazon!

10. Findmoreresourcesonoursite www.LeadHeroes.com
Checkout www.TheInsuranceSquad.com
The Heroes Huddle Podcast with Glen Shelton