The $130K Cold Call and the Porsche That Got Away
Update: 2025-04-28
Description
In this quick-hit episode of The Complete Advisor, we get a raw, behind-the-scenes story about how one cold call from a seventh-floor boiler room led to the largest retail life insurance policy in company history—and the eye-opening lessons that followed.
From landing a $30 million case to realizing who really gets paid, this story is packed with throwback grit and timeless takeaways for every advisor.
Takeaways:
1. Cold Calling Can Still Work… Sort Of – One well-placed call from the phone book led to a record-setting policy, proving that hustle still matters, even if the tactics have evolved.
2. Know the Comp Game – Big wins can come with big surprises—like finding out your manager made twice what you did on your deal.
3. Life Insurance Is Powerful (and Frustrating) – Advanced life cases can be incredibly rewarding, but the underwriting process, client health, and timeline challenges mean it’s not for the impatient.
From landing a $30 million case to realizing who really gets paid, this story is packed with throwback grit and timeless takeaways for every advisor.
Takeaways:
1. Cold Calling Can Still Work… Sort Of – One well-placed call from the phone book led to a record-setting policy, proving that hustle still matters, even if the tactics have evolved.
2. Know the Comp Game – Big wins can come with big surprises—like finding out your manager made twice what you did on your deal.
3. Life Insurance Is Powerful (and Frustrating) – Advanced life cases can be incredibly rewarding, but the underwriting process, client health, and timeline challenges mean it’s not for the impatient.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
