Agent's Expectation
with Collin Nueman
Collin explains the KPI that changed how he sells: deals under $100 a month fell off at a far higher rate than anything else, so he stopped writing them. He shows a recent veteran batch where he had socials and full information and still let the leads go, and explains the one exception he makes for referrals. Tre adds context on the power of walking away and what actually getting paid means. For agents penny pinching their way into chargebacks.
with Collin Nueman
Collin describes getting terminated by a carrier at two months in the business after ten straight chargebacks, and the order of operations he used to dig out — clearing debt at one carrier at a time instead of writing around it. From there he explains what pulled him into trucker IULs, the three ways to structure the policy, and what target premium looks like on a $1,000 a month case. He also gives the cheapest way to get product knowledge: call carrier underwriting and ask. For agents sitting in carrier debt and for anyone considering the move into IUL.
with Maddy Grundig
Tre shares that Agent Lead Lab tracks close data back to the ad level, and that Maddy's stats showed an unusual concentration of his-and-hers cases and larger policies. Maddy gives her production figure for the previous month and explains her deal sizes, noting that she rarely writes under $100 a month and has taken budgets as high as $500. She discusses when she books an appointment rather than closing on the call, including a large multi-policy case she deliberately let breathe rather than pressure, and explains the reasoning: a sale forced on an uncomfortable prospect tends to come back as a chargeback. She describes staying steady through a two-day dry stretch and why she'd rather protect persistency than convert every conversation.
with Maddy Grundig
Maddy shares how she entered the life insurance industry after meeting two agents at her apartment pool, and why she got licensed within a week of that conversation. She describes her first day on the phones, when the first prospect she ever called became a sale, and her first full week of dialing, where she wrote $10,000 using vault leads and aged leads passed to her by another agent. Tre closes the segment by directly addressing expectations, telling viewers that a first-call sale is not what Agent Lead Lab promotes or promises. This segment is useful for new agents weighing the decision to get licensed and for anyone calibrating what a realistic start looks like.
with Jonathan Shinn
Jonny gives his recommendation for what a new agent should focus on in their first 30 days: continuing to train and role play after they start dialing, rather than treating pre-license preparation as the finish line. He explains the sequence he believes in — build the skill set, then move onto fresh leads as quickly as possible — and the one condition he places on increasing lead spend. He pushes back on dial volume as a measure of effort, arguing that valuing your time means talking to prospects who have already raised their hand. Tre then asks for his schedule, and Jonny walks through a full day built around protecting dial time in the morning before marketing, recruiting, or agent development get any of it.
with Jonathan Shinn
Jonny details his production climb from his first two policies through consistent high-volume months, and the decisions behind it — paying two leases simultaneously to get into an office environment sooner, living in a rough neighborhood rather than delay, and reinvesting nearly everything back into leads and housing for his agents rather than building savings. He also explains why he moved off final expense onto veteran leads, pointing to the chargeback and placement problems he was facing on the previous lead type.
with Jonathan Shinn
Jonny walks his full path into life insurance — from a trade school he knew wasn't for him, through self-taught door-to-door sales where he wrote $64,000 in pest control his first month, to the realization that the income wasn't sustainable for his life. He describes the conversation that pulled him into life insurance, the last-minute decision to fly to a conference before he was even licensed, and walking away from his door-to-door back-end commissions to go all in. He speaks openly about growing up in foster care and starting the business with roughly $5,000 and $2,500 in monthly expenses, and explains why he chose to buy fresh leads immediately rather than build his skill set on aged.
with James Geway
James gives an honest account of his first 30 days in the business, including the aged leads he was calling and the reactions he got. He explains the decision that carried him through: setting no expectation on results and holding himself accountable only to hours dialed, on the belief that production follows activity. Tre then asks him to break down his actual schedule, and James walks through a full day of balancing 18 credit hours with dial blocks that run until 11 p.m. Ideal for new agents discouraged by early results and for anyone building production around a full-time commitment elsewhere.
with James Geway
James describes how he entered the life insurance business at 19 — through an Instagram DM his roommate passed on — and his progression from Globe Life to FFL. He walks through the lead types he started with, including one-to-two-year-old aged veteran leads, and the string of vendors he tested while searching for a source he could buy from consistently. This segment is useful for newer agents evaluating where to start and for anyone who has been cycling between lead companies without landing on something reliable.
with Aidan Abell
Aidan delivers his strongest piece of advice for newer agents and agency owners: commit to a lead source for four full weeks before judging it, because two or three inconsistent weeks produce no usable data. He explains why lead-hopping is one of the fastest ways to fail out of the business. Tre adds context on the post-interview strategy sessions Agent Lead Lab runs with agents, and why long-term relationships come from solving problems together rather than from a perfect product.
with Aidan Abell
Aidan explains where his willingness to invest in leads came from — a blunt conversation with his father, a business owner, plus a grandfather who ran his own law firm through years of unprofitability. He walks through his progression from free agency leads to $5–$7 volume leads to high intent, and the core math most agents miss: lead spend stays roughly the same while skill compounds. Tre follows up by asking him to break down what "a different sale" actually means, and Aidan contrasts his aged-lead intro against his high-intent intro word for word. Ideal for agents hesitant to fund their own lead flow or unsure what changes when they upgrade lead types.
with Aidan Abell
Aidan describes his path into life insurance — a college basketball injury, years managing sites in the garbage industry, and a string of small business attempts before landing his first-ever sales job. He gives an honest account of his first three months, the recruiting promises that didn't hold up, and the decision to stop treating the business like a side project. This segment is ideal for brand-new agents who are discouraged by early numbers and need a realistic timeline for what ramping actually looks like.
with Marissa Marill
Marissa shares how she went from waiting tables to selling life insurance after swiping up on an Instagram story — and why her first 90 days were rough because she kept selling off her personality instead of taking control of the call. She breaks down the competitive frustration that finally made her stop blaming everything external, start watching what top producers were doing, and implement the commanding call control that now makes veteran clients almost afraid to say no. This segment is ideal for new agents — especially women — who feel like their natural friendliness is working against them on veteran leads and want to understand what authority on the phone actually looks like.
with Paul Kudyba
Paul shares how he produced $30 to $40K months in life insurance while simultaneously working 50 to 60 hours a week as a full-time wound care nursing manager — dialing on lunch breaks, working from 5:30 PM to 2 AM, and never taking a Sunday off for his first 4 months. He explains why his nursing background gave him the bedside manner and tonality that most agents never develop, why he still works 3 twelve-hour shifts a week as a PRN nurse even after his insurance results started coming in, and how the nursing home environment created a natural warm market he could work alongside his regular leads. This segment is ideal for agents who are currently working full-time elsewhere and believe they can't produce at a high level in insurance at the same time.
with Talbott Buford
Talbott shares how he went from getting laid off with $2,000 to his name to writing $28K AP his very first month in life insurance — grinding 6:30 AM to late at night on aged final expense leads in a Wolfpack office in Arizona. He breaks down why his health insurance background gave him a foundation most new agents don't have, why he pivoted away from final expense after just 30 days, and the mindset that kept him from touching his roommate's backup money even when things were tight. This segment is ideal for new agents who feel like they're starting from scratch and need a realistic picture of what full commitment to this business actually looks like.
with Cole Jackson
Cole shares how two years of door-to-door pest control sales prepared him for phone sales in ways he didn't fully appreciate until he was in it — and how his first 30 days in life insurance still got his teeth kicked in despite that experience. He breaks down how he funded his early lead purchases on a buy now pay later app when he had under $800 in the bank, why he only lasted 3 days on aged leads before switching to fresh, and the mindset that kept him going through doubt and slow weeks before momentum kicked in. This segment is ideal for new agents who are struggling in their first 30 to 60 days and need a realistic picture of what the foundation of a successful insurance career actually looks like.
with Ian Nye
Ian shares how he went from making six figures in a previous career to losing everything at a recruiting-based practice company — and how that rock-bottom moment became the foundation for his $64K submission month. He breaks down what he had to unlearn from the old system, why he chose to spend 8 months part-time building capital and refining his skills before going full-time, and why starting with fresh leads instead of aged ones cost him money he couldn't afford to lose early on. This segment is ideal for agents who have had a frustrating start or feel like they've been in the wrong system and want to understand what rebuilding the right way actually looks like.
with Cayson Bond
Cayson shares how he got his start at a recruiting-heavy IMO with no real lead access, no product training, and no reliable income system — and what changed when he moved to a company that actually had a process built around selling. He breaks down why he started with fresh leads despite not being ready, what that cost him early on, and why he now recommends aged leads to every new agent who wants to build real skill without burning through capital. This segment is ideal for new agents who are trying to understand what a proper first 30 to 90 days should actually look like and why reps matter more than results early on.
with Lucia Clemvado
Lucia shares her full backstory — getting licensed in 2021 with no real guidance, stepping away to become a mother, then returning to the industry only to get stuck in a recruiting-heavy IMO with a 30% contract that left her making no money. She breaks down what finally shifted her mindset around buying leads and how landing in the right agency with real scripts, accountability, and a producing community changed everything almost immediately. This segment is ideal for agents who have had a frustrating start or feel like they've been in the wrong system and want to understand what the right environment actually looks like.
with Shabir Buttar-Miller
Shabir breaks down the three core principles that helped him produce over $100,000 as a solo insurance agent: work ethic, mindset, and skill. He explains how door-to-door sales developed his discipline, why emotional detachment improves performance, and how conviction and intensity create stronger sales conversations. This segment is ideal for agents looking to sharpen their mentality and increase consistency on the phones.
with Jamie Satterfield
Jamie Satterfield explains how the insurance industry evolved from in-home aged lead sales into today’s virtual selling environment. He shares his early experiences working direct mail mortgage protection leads, the challenges of field sales, and why adapting to digital sales became critical for long-term success in the industry.
with Yordi Dominguez
Yordi Dominguez shares how he transitioned from college football and retail work into the life insurance industry after seeing a younger producer succeed at a high level. He breaks down the emotional challenges of his first 30 days, the importance of obsession and consistency, and why learning through mistakes helped accelerate his growth as a new agent.
with Marc Peters
Marc Peters explains why he left the captive insurance world despite external pressure and criticism. He shares the mindset shift required to move into brokerage sales, the limitations of “free lead” systems, and the emotional pressure of having no backup plan. This segment gives new agents a realistic look at the early grind required to survive in life insurance sales.
with Timothy Fletcher
Timothy shares what his first 30 days in the industry really looked like — 700 dials a day on aged leads, no sales for over a month, and a confidence problem he had to actively fix. He breaks down how he rebuilt his phone presence by studying how top producers carry themselves and why upgrading his vocabulary and delivery changed how prospects received him. This segment is ideal for new agents who are struggling early and need a realistic picture of what the grind looks like before production kicks in.
with Bryson Martin
Bryson reflects on his first six months and what it actually took to stay above $50K consistently — starting with a mistake most agents make without realizing it. He breaks down why ignoring leads from slower weeks kills production, how your energy on the call determines whether a prospect stays on the line, and why the 1099 mindset can quietly backfire if it isn't managed. If you're struggling with inconsistent production, this clip will help you identify exactly where the breakdown is happening.
with Jordan Corio
Jordan shares practical advice for new agents considering paid leads. He explains why mentorship, feedback, systems, and brokerage flexibility matter more than simply buying data. This segment focuses on foundation-building, environment, and setting realistic expectations before investing in lead flow. It’s ideal for agents early in their career.
with Jordan Corio
Jordan shares how COVID, income instability, and a near-fatal car accident forced him to rethink his career path and step into life insurance. He explains how pressure, responsibility, and a growing family shaped his urgency and mindset early on. This segment focuses on transition, resilience, and why many agents enter the industry out of necessity before discovering its long-term potential. It’s ideal for new agents who are navigating uncertainty or rebuilding after a setback.
with Ashley Aronson
Ashley shares the mindset behind quitting his job, committing fully to the industry, and building confidence through action instead of waiting for certainty. He explains why he expanded his licensing footprint early, why he was willing to invest in leads before “feeling ready,” and how removing escape routes forces you to improve faster. This is a strong segment for agents who feel stuck between hesitation and execution and need a practical mindset reset.
with Ashley Aronson
Ashley breaks down the reality of his first month working leads—what he sold, what declined, and what he had to learn fast to keep production moving. He explains that the biggest obstacle wasn’t motivation or “sales talent,” but learning carrier fit, underwriting lanes, and keeping things simple. This is a practical segment for new agents who want realistic expectations, clean benchmarks, and clarity on what to focus on first.
with Ashley Aronson
Ashley shares how he transitioned from institutional trading at Charles Schwab and business funding into life insurance, and why he made an aggressive first move by buying high-intent leads immediately. He explains the mental model that separates agents who “wait until they’re ready” from agents who build confidence through action. This segment is ideal for new agents who are hesitant to invest in leads and want to understand how to view lead spend as marketing that creates opportunity.
with Tristan Filipiak
Tristan shares the personal breaking point that forced him to take full ownership of his results after months of frustration. He explains how small daily behavior changes, better proximity, and reinvesting into leads helped shift his trajectory. This clip highlights the mindset foundation behind long-term production.
with Marcos Paez
In this training, Marcos explains when and why an agent should move from aged leads to fresh leads. He breaks down the difference between playing the “every other day” game with low-cost leads versus building consistent production with higher-intent leads. You’ll also hear a clear comparison between final expense and veteran demographics, including income, discipline, and buying power. If you’re nervous about investing more into your lead flow, this will help you understand when it’s time to level up.
with Marcos Paez
In this episode, Marcos shares how he got licensed while still in high school and what his first 30 days actually looked like — long hours, constant dialing, and failing fast on purpose. He explains why he focused on learning instead of income early on and how that mindset accelerated his growth. You’ll also hear why he started with final expense, used aged leads to build skill with lower risk, and later transitioned into fresh veteran leads once he had capital and confidence. If you’re a newer agent trying to understand what your expectations should be in month one, this gives you the blueprint.
with Raymond Vargas
In this video, Raymond breaks down what his first 30 days in the insurance industry really looked like, including bad lead vendors and low early profitability. He shares how discipline from the military helped him push through rejection and heavy dialing days. The conversation focuses on mindset, belief, and understanding that early struggles are part of the process. This is ideal for new agents who need realistic expectations and encouragement during their first month.
with Chiew
Chiew walks through the real, unfiltered truth of his first 90 days on leads; no sales, mindset struggles, chargebacks, and the hard transition from warm market selling. He explains how one small win created momentum, why reinvestment matters early, and how chargebacks usually point to process flaws rather than bad leads. This clip sets realistic expectations for agents entering paid lead generation.
with Bryson
Bryson breaks down his lead‑calling strategy, showing how he tackles the newest leads first and follows up multiple times per day. His key insight: speed and repetition consistently drive results. Agents learn that staying persistent and organized in their outreach can dramatically improve conversions and business growth.
with Bryson
Bryson shares his relentless work ethic, from waking up at 3 AM to training solo and working nonstop. He emphasizes to new agents that mindset and consistent effort matter far more than natural talent. His story inspires agents to adopt discipline, perseverance, and focus to achieve real success in their insurance careers.
with Jaden Lea
Jaden reminds agents that success isn’t about chasing the “perfect” lead — it’s about sharpening your skills. He explains why Meta ads take time to optimize, why no lead source delivers the same results every week, and how dollar leads can still produce big business if you know how to work them. By focusing on tonality, value-building, and persistence, Jaden shows that the real difference-maker is mindset. Leads are just the starting point — your results depend on you.
with Curtis Nixon
Curtis shares what agents can expect when running their own customized Apex lead campaign, explaining how results improve the longer a campaign runs and why opening more states creates stronger lead flow. He talks about handling non-resident licensing, the support available through staff and Discord, and how exclusive leads perform compared to recycled lists. His experience shows that with patience and the right setup, campaigns become more consistent and effective over time.
with Ian Warkol
Ian shares why moving from direct mail to digital mortgage protection leads can be a smooth transition if you approach it correctly. He explains how CRM automation keeps the system working even when you’re not, why consistency matters, and how scaling from 20 leads a week to 40+ creates real momentum. For agents with mailer experience, Ian shows how digital leads open the door to more opportunities, higher income, and a clear path to hitting $30K+ months.
with Ian Warkol
Ian explains why not every client can or should cover their entire mortgage — and why that’s okay. Instead, he focuses on equity protection and tailoring coverage to each client’s health and budget. He shares examples of offering $100K coverage at $240/month for healthier clients, versus structuring smaller equity-based plans for older homeowners. By controlling the conversation and aligning solutions with real circumstances, Ian shows how agents can build trust, spark urgency, and close stronger, more sustainable cases.
with Giovanna Galeano
Gio shares that recording her own recruiting ads made the process more personal and credible, as prospects had already seen and heard her before she called. With clear guidance, scripts, and team support, she overcame her hesitation about being on camera and now confidently creates content for both recruiting and client ads. She says the targeted recruiting campaigns produced strong lead flow at a great cost per lead, and she works them much like client leads—calling promptly, identifying problems, offering solutions, and using a script to guide the conversation toward joining her agency.
with Timothy Gross
Timothy shares advice for agents working aged leads. His main point: it’s all about mindset and volume. Expect that prospects have already been called before, and focus on finding out why they didn’t get coverage instead of just chasing a sale. Look for solutions—whether that’s finding a more affordable option, switching them to a better policy, or giving them more cash value. Even with hang-ups or rejections, keep making calls because with enough reps, the numbers will work out.
with Raphnel V.
Raphnel explains that transitioning rigid mortgage protection leads into broader conversations starts with asking the right questions. By exploring clients’ existing coverage, savings, and retirement goals—particularly around tax-free income—they’re able to guide discussions toward IULs or even annuities. He emphasizes the importance of uncovering what truly matters to the client, then tailoring the solution to fit both their needs and budget. This client-first approach, grounded in thoughtful questioning, leads to more meaningful outcomes and better long-term solutions.
with William Rapp
Wondering what it’s like working with a marketing team like Agent Lead Lab? In this video, William Rapp breaks down what agents can expect month to month, especially those getting set up with weekly or monthly lead packages. He explains the reality of online leads, how to focus on the highest intent prospects, and the mindset required to win in this game. It’s all about staying busy, scaling smart, and reinvesting into your system to grow.
with William Rapp
Just getting started with Agent Lead Lab’s monthly lead pack? In this video, William Rapp shares exactly what mindset you need to succeed. He breaks down the role of the marketing team vs. your responsibility as an agent, why consistency and sales skill matter, and how to scale your business once you’re profitable. If you want to make the most of your leads, this is for you.
with Jeff Ford
In this interview, Jeff Ford shares what agents can expect when working with Agent Lead Lab. He highlights the importance of communication, adjusting lead strategies, and why new agents should start with aged leads before jumping into exclusive ones.
with Shareef
Shareef shares his real-world experience working leads, acknowledging that while he doesn’t meticulously track numbers, he consistently closes 3-5 leads per week from the 5-7 daily leads he receives. He emphasizes that results vary by agent effort, especially for those dialing all day versus those working part-time. His biggest takeaway? Just do the work, stay consistent, and the results will come.
with Shaqueena
Shaqueena shares her real experience with the leads, starting with a strong first week generating over $18,000 in production. However, she quickly realized that bad weeks happen, even though she didn’t expect it. She faced a slow period with low contact rates, but things picked back up the following week and have remained consistent since. Her biggest lesson? Expect ups and downs—bad weeks happen, but consistency is key.
with Shaqueena
Shaqueena shares that her trial period was a success, bringing in over $18,000 in one week. She highlights the key difference with Agent Lead Labs: prospects are expecting the call, unlike other vendors where people claim they never filled out a form. While some leads don’t answer immediately, working the lead properly ensures results. She emphasizes that these leads are highly engaged and ready to talk.
with Giovanna
Giovanna emphasizes that success with leads is not just about quality but also the agent’s skill level. She recommends agents have some phone experience before working with high-quality leads to maximize their potential. With Agent Lead Lab’s leads, she experiences fewer objections, as prospects are typically aware and ready to talk. She consistently helps around 30 families a
month, closing about 25-30% of her leads, translating to strong returns. Her advice: refine your skills, work the leads diligently, and expect great results.
with Brandon
Brandon breaks down the expected conversion rates: out of every 10 leads, agents should book 5-7, with 3-4 showing up, and 2-3 closing. He highlights how people are actively searching for financial solutions, making them more receptive. Many prospects have already done research, making these leads highly engaged. The key is consistency, education, and guiding them to the right solution.
with Kyra
Kyra shares her experience with in-home and virtual sales, emphasizing persistence and follow-ups. She estimates 10-15 bookings per 50 in-person leads with consistent effort. Initially hesitant about virtual sales, she quickly found success, booking 10 appointments in a day. She advises leading with virtual when possible and following up consistently for higher conversions.
with Kyra
Kyra sees fewer no-shows with these leads and even gets callbacks. While she mostly sets virtual appointments, she realizes some could be closed on the first call. She builds trust by sending confirmations and plans to refine her approach further.
with Nicole
Nicole emphasizes patience and persistence with these leads, as they involve a different clientele with busy schedules. She advises agents to keep following up until they get a clear answer—only stopping if the lead explicitly declines or converts into a sale. Overcoming objections, such as trust concerns, can turn hesitant prospects into high-value sales. Using multiple contact methods and staying consistent is key to success.
with Blake
Blake recommends letting 50-60 leads build up before dialing. He dials through each lead 4-5 times in a full day, starting at 8:45 AM and working until 6:45 PM with a short lunch break. His approach involves cycling through the list multiple times to maximize contact and sales.
with Oliver
Oliver highlights that these leads provide real opportunities, as prospects remember filling out the form. While he avoids setting exact conversion rates, he stresses that agents should expect engaged conversations where clients recognize their inquiry. Unlike aged leads, these don’t require reigniting interest—just guiding the client through their "why" and the solution. Success depends on how well agents work the opportunity.
with Brian Turner
Brian emphasizes that these leads have higher quality with fewer wrong numbers or disinterested responses, but agents must stay persistent. Success comes from consistent effort, calling at different times, and working the leads properly. His key takeaway: Leads work if you work them
with Scottie
Success with these leads depends on effort. Scottie calls 3-5 times in a row, follows up with texts and CRM automation, and uses the burner app with multiple numbers to ensure contact. Not everyone answers right away, but consistent follow-up and booking appointments maximize results. His advice: Stay persistent and don’t forget about anyone.
with Bryan Bowers
Bryan expects to write 1-3 policies per workday, closing 2-6 applications in two days a week. He credits high-quality leads for consistent results, emphasizing that calling enough will find laydowns. His advice: stay consistent, trust the process, and let the leads work for you.

Advance Market
+1 (878) 978-2574
Office Hours: 8AM - 8PM
Monday - Friday

+1 (878) 978-2574
Office Hours: 8AM - 8PM
Monday - Friday