Mortgage Protection Training

Price With Purpose: Income Gaps, Mortgage Math, And Value-First Presentations

with Jaden Lea

Jaden explains why throwing out random numbers is the quickest way to lose a sale. Instead, he focuses on gathering the full picture — mortgage balance, health, income, and expenses — before ever quoting coverage. By framing the conversation around real needs and potential gaps, he creates urgency, builds trust, and positions himself as a professional rather than an order taker. Jaden shows how this approach not only prevents sticker shock but also makes prospects feel understood, leading to stronger closes and long-term relationships.

Mortgage Protection Intro (Roleplay): Tonality, Curiosity Hooks, And Spouse Handling

with Jaden Lea

Jaden shows why the opening moments of a call determine everything. By using curiosity, tonality, and a natural flow, he sets the stage for trust instead of sounding like every other telemarketer. In this intro role-play, he demonstrates how to position yourself as the underwriter, handle objections, and build authority — all before showing numbers. For agents learning mortgage protection, Jaden breaks down a step-by-step play that you can model to create better conversations and more consistent sales.

Mortgage Protection for Seniors: Simple Plan That Works

with Ian Warkol

Ian explains why not every client should or even can cover their entire mortgage — and why that’s perfectly fine. Instead, he focuses on aligning coverage with each client’s health, budget, and goals. From offering equity protection to older homeowners, to structuring larger cases with premiums in the $200–$240 range, Ian shows how setting the right expectations builds trust and prevents objections. By controlling the conversation and framing options clearly, he demonstrates how agents can create urgency, close stronger cases, and build more sustainable business.

Mortgage Call Script That Books Appointments

with Ian Warkol

Ian explains how scripts should guide conversations — not make you sound robotic. He shares why roleplay and practice are essential before dialing live leads, and how respecting a prospect’s time builds trust from the start. By treating scripts as a framework, Ian shows how to naturally transition into setting appointments, handle “not a good time” objections, and keep clients engaged with confirmations and reminders. He also highlights the importance of asking deeper questions to uncover a client’s real “why,” and how equity protection becomes a valuable strategy for older homeowners.

Must-Have Tools: FEX Toolkit, DocuSign, CRM

with Ian Warkol

Ian reminds new agents that not every mortgage protection lead will be a simple “laydown” — and that’s perfectly normal. He explains how to navigate clients with diabetes, weight issues, or pre-existing conditions by keeping 3–5 carriers in your pocket and leaning on tools like FEX Toolkit to simplify underwriting. Ian also emphasizes the importance of DocuSign and automation for efficiency, plus learning from other agents’ interviews to sharpen your skills. With the right tools and mindset, he shows how even the toughest cases can turn into profitable wins.

How to Write Bigger Mortgage Protection Policies (Without Losing The Sale)

with Curtis Nixon

Curtis explains how agents can write bigger mortgage protection policies by asking the right questions about mortgage balance, monthly payments, and income. He walks through his process of presenting multiple coverage options, showing why many clients naturally choose higher amounts when it fits their budget. Curtis also shares real stories of helping clients in their 60s and 70s qualify for large term policies, proving that age doesn’t always limit opportunity. His message is simple: don’t be afraid to present big numbers — because that confidence often leads to bigger premiums and stronger results.

Proven Phone Intro For Mortgage Protection (Word-For-Word)

with Curtis Nixon

Curtis breaks down how to start a mortgage protection sales call the right way, focusing on confidence, credibility, and trust from the very first words. He shares the exact intro he uses with leads, including sending a copy of his license to build instant trust and setting an upfront agreement before moving into the application. Curtis explains why the right mindset matters more than forced enthusiasm, and how a simple temperature-check question early on helps gauge whether the client is ready to move forward. For agents running telesales, his approach offers a clear framework to book more applications and close with confidence.

Why Mortgage Protection Clients Are Better Buyers

with Giovanna Galeano

Gio shared that his switch from final expense to mortgage protection came down to scale, client quality, and retention. He saw mortgage protection as a better fit because homeowners typically have more “skin in the game,” protecting their largest asset and being more committed to keeping coverage. The market also offers higher premiums, lower chargeback rates, and a smoother client experience, often with younger, working clients. Drawing on his mortgage industry background, Gio found it a natural transition and a strategic move to grow his business, diversify lead types, and improve long-term results.

Why Mortgage Protection is the Best Starting Product

with Austin Jones

AJ reflects on the past three years and how gaining full control over his marketing, CRM, and systems transformed his business growth. By owning his branding, customizing his technology, and managing lead quality, he’s been able to scale quickly and pivot when needed. He explains why relying on someone else’s tools can limit your potential, and why agency owners should eventually take ownership of their marketing and systems to create long-term stability, flexibility, and success.

Final Expense vs Mortgage Protection Clients (Mindset + Retention Differences)

with Raphnel V.

Raphnel emphasizes understanding the key differences between mortgage protection and final expense clients. Final expense clients often have tight budgets and health challenges, resulting in higher policy lapses, while mortgage protection clients tend to be healthier with better retention rates. Both have unique advantages—final expense offers quicker closes and higher commissions, whereas mortgage protection appeals to a broader demographic. Setting realistic expectations and knowing these distinctions help agents tailor their approach for long-term success.

Mortgage Protection Tips for New Agents

with Jeff Ford

Jeff Ford shares key tips for agents working on mortgage protection leads. He highlights the importance of strong communication, asking the right questions early, and setting clear expectations to handle objections. Success comes from staying consistent, building rapport, and creating urgency to help clients move forward.

Handling Mortgage Protection Objections

with Jeff Ford

Jeff Ford asks: "How long have you been looking for mortgage protection? Am I the first agent you've spoken to?" This reveals intent, past objections, and helps tailor the conversation. A simple question that makes closing easier!

Mortgage Protection Phone Script for Calling Leads

with Jeff Ford

Jeff Ford keeps it simple and direct, establishing credibility and engaging prospects naturally. His smooth intro sets the stage for a productive conversation, making the process easy and effective.

Closing Mortgage Protection Client's Equity Vs Term Policies

with Jeff Ford

Jeff Ford advises agents to assess the prospect’s age, mortgage balance, and finances early. Key questions during the need analysis help determine whether to pitch equity protection or term coverage. Building rapport and painting a clear picture make the transition seamless.