Insurance Secrets With Peter Roberts

40 Episodes
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By: Peter Roberts

Welcome to the "Insurance Secrets Podcast," hosted by entrepreneur and co-owner of Legacy Family Life Insurance Agency, Peter Roberts. In this podcast, you will learn how to attract more customers, recruit top talent, increase profits, and effectively build an insurance agency. Join us as we embark on the journey of building our 100 million dollar agency, with each episode documenting our progress and sharing key insights. Tune in to discover industry secrets and strategies for success in the competitive world of insurance. Our Agency Is Hiring: https://careers.legacyfamilylife.com/

3 Ways To Prevent Client From Cancelling Their Policies|Ep.59
#59
05/31/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/about

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people


I Trained A New Agent To Sell $400,000 In 12 months | Ep.58
#58
04/19/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/about

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people


How I Sold $550K in Life Insurance My First Year (For New Agents)
#57
04/12/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/about

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people


BROKE to $52KAp in 28 Days – Free Leads, NO Experience | Ep.56
#56
03/15/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/about

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.


5 Signs Your Insurance Leads Suck| Ep. 55
#55
03/09/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/about

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.


Do This And You Will Stop Getting Chargebacks| Ep.54
#54
03/08/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/about

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.


How To Hire The Right Agents To Build Your Agency| Ep. 53
#53
02/15/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/about

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.


7 Agents EACH Sold Over $40,000 AP in 30 Days| Ep.52
#52
02/08/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/about

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.


Go from $0 To 10k/Mo Selling Life Insurance Blueprint | Ep.51
#51
02/01/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.


#1 Skill That Helped Me Sell $500k My First Year As An Insurance Agent | Ep.50
#50
01/12/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.


3 Steps I Used to Make $20K Profit in One Month Selling Life Insurance
#49
01/04/2025

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/
Join My FREE SKOOL Community (FREE COURSE): https://www.skool.com/master-final-expense-sales-4497/about


I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.


5 Habits To Make $100,000 As A Life Insurance Agent In 2025
#48
12/30/2024

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.


30 Day Gameplan To Start Selling As A New Life Insurance Agent |Ep. 47
#47
12/15/2024

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people


How To Sell 3 Final Expense Policies Per Day | Ep.46
#46
12/08/2024

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people


4 Metrics That Impact How Much Money You Make|Ep.45
#45
11/30/2024

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people


How to ACTUALLY Make $100,000 as an Insurance Agent (Keynote)| Ep. 44
#44
11/23/2024

Want to Join My Insurance Sales Team? Go Here:  https://careers.legacyfamilylife.com/

I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.

For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.

My Mission is to help agents ACTUALLY provide for their families, by serving and helping people


From MLM Agent To Selling 40 Policies A Month | Ep.43
#43
10/26/2024

Welcome to Insurance Secrets w/ Peter Roberts. On this podcast you will learn how to get grow you insurance business, make more sales and actually stay alive as an agent. I am documenting my journey of building a mulit-million dollar life insurance business, my goal is to share with you all the lessons that have helped me along the way. My goal is to be the person I wish I had in my corner when I got started as a life insurance agent. I am sick of agents being lied to and sold this fake dream, we keep it...


The 2 Best Ways To Get Referrals
#42
10/13/2024

Welcome to Insurance Secrets w/ Peter Roberts. On this podcast you will learn how to get grow you insurance business, make more sales and actually stay alive as an agent. I am documenting my journey of building a mulit-million dollar life insurance business, my goal is to share with you all the lessons that have helped me along the way. My goal is to be the person I wish I had in my corner when I got started as a life insurance agent. I am sick of agents being lied to and sold this fake dream, we keep it...


This Will Improve Your Placement And Reduce Chargebacks|Ep.41
#41
10/05/2024

Welcome to Insurance Secrets w/ Peter Roberts. On this podcast you will learn how to get grow you insurance business, make more sales and actually stay alive as an agent. I am documenting my journey of building a mulit-million dollar life insurance business, my goal is to share with you all the lessons that have helped me along the way. My goal is to be the person I wish I had in my corner when I got started as a life insurance agent. I am sick of agents being lied to and sold this fake dream, we keep it...


I Made 243,696 Outbound Calls, Here's What I Learned |Ep. 40
#40
09/29/2024

In this podcast I share with you what I learned after I made 200,000+ insurance cold calls in 14 months as a new life insurance agent. I share with you everything I learned mastering outbound sales. I hope this episode brings value and helps you win as an agent!


#1 Red Flag Before Joining An Insurance Company | Ep.39
#39
09/22/2024

If you are a new life insurance agent looking to join an insurance company. Please watch out for this red flag I share my story about the false promises In the life insurance industry. I hope this helps you on your journey as a life insurance agent .


How To Sell Final Expense Insurance (My Script) | Ep.38
#38
09/15/2024

In this video I share with you how to sell final expense life insurance over the phone. Here is a breakdown of my telesales script that has sold over 2 million+ in business. Hope this helps you crush it!


We Sold $463,761 AP Last Month (Documenting the journey) | Ep. 37
#37
09/07/2024

In this episode, we break down how my insurance agency achieved an incredible $463,761 AP in just 30 days, experiencing a staggering 300% sales growth. I’ll share the strategies, challenges, and key lessons that led to this rapid success. Whether you're an insurance agent, business owner, or entrepreneur looking for actionable insights, this episode is packed with practical tips to help you scale your business quickly and efficiently. Tune in to hear my journey and the steps you can take to achieve explosive growth in your own business!


How I Sold 8+ FEX Policies Every Week (3 Step System) | Ep.36
#36
08/31/2024

In this podcast episode I document my journey as a life insurance agent! Here is how I sold 8 or more polices every single week for over 56 weeks in a row as an agent. I break down my sales habits, non-negotiables and system that helped me generate these results!


The REAL Reason Agents Don't Make Money | Ep.35
#35
08/18/2024

In this episode I share with you the real reason life insurance agents do not make money. If you track these 4 core metrics in your business you will grow your bank account.


3 Ways To Make More Money IMMEDIATELY As An Agent | Ep.34
#34
08/11/2024

In this episode I share with you the 3 ways you can make MORE money faster as a life insurance agent in 2024. I share with you a story how our agency broke a sales record and it was because we focused on these 3 things. Tune in to help you grow your insurance business. Learn to :


1. Increase your prices
2. Get paid faster
3. Get free leads.


The Elephant In The Room Is Killing Your Sales | Ep.33
#33
08/03/2024

Hey guys in this episode I share with you how to identify the elephant in the room in your sales call. This sales tip will help you sell more life insurance and get people to sell themselves. The white elephant is killing your sales calls, do this instead.


This Increased Our Sales By 29.7% Overnight| Ep. 32
#32
07/27/2024

In this episode I share with you how 1 SIMPLE change increased our sales by 29.7% overnight. Here is a shift we made in our outbound acquisition process that led to an additional $24,000 in sales rapidly. This is my attempt at documenting the journey of building a life insurance agency. I hope this helps you!

1. What was the shift?
2. How did we make this change?
3. Biggest takeaway about consumer purchasing behavior


3 Ways To Reduce Chargebacks | Ep.31
#31
07/20/2024

In this episode, I go over 3 ways to reduce chargebacks as a life insurance agent. By making 3 simple changes in your sales process you can increase your client retention, increase your placement rate and make more money. 

Here are the common mistakes that most agents make:

1. They use the wrong sales language "let's just get you approved"
2. They don't lock down the deal by having the clients make promises
3. They let everyone get a policy 

Thanks for listening in!


Traditional MLM Vs. LOA (What's better?) | Ep.30
#30
07/13/2024

In this episode, I share with you the differences between being a traditional life insurance agent vs a LOA life insurance agent? I break down the core differences that will help you determine what is best for you as an agent.

In this episode I break down a few concepts around:
1. Being an entrepreneur
2. Risk vs reward
3. Skin in the game
4. Recruit or Sell
5. Sexy vs Unsexy

Here is the insurance secrets podcast! I hope you enjoy.


Master The "Redzone" In Sales | Ep.29
#29
06/29/2024

In this episode I share with you how to handle the "redzone" in sales to close more deals! I break down with you a simple framework on how to overcome objections to sell more policies. Listen in as I share with you how to overcome moments like "i need to think about it" or "I need to shop around". 

If you get good in the redzone you will change your financial future. I hope you enjoy!


New Agent Sells 12 Policies In 7 Days Using This Sales Framework
#28
06/22/2024

In this podcast episode, I reveal the exact training methods I used to help a new insurance agent achieve an incredible milestone: selling 12 policies in just her first 7 days. Tune in as I break down the three essential sales frameworks that made this possible:

Asking Questions in Discovery: Learn how to uncover client needs and build rapport through effective questioning techniques.Mirroring: Discover the power of mirroring to establish trust and improve communication with potential clients.Tonality: Understand how mastering your tone can influence conversations and drive sales success.

Whether you're a new agent or looking to...


5 Steps to Fast Sales Success For New Insurance Agents | Ep. 27
#27
06/15/2024

In this podcast, we dive into the essential strategies for new insurance agents aiming to achieve rapid sales success. I share the exact 5 step framework I used to teach a BRAND new life insurance agent how to sell a policy in his first 5 days. From sales training, to course overload we explore actionable steps, share real-life examples, and discuss overcoming common challenges. 

This podcast is to help you succeed as a life insurance agent!


I Got Tricked Into Becoming A Life Insurance Agent | Ep 26
#26
06/01/2024

In this episode I share what it was like becoming a brand new life insurance agent. I fell into the trap of 3 lies that made me quit my job and become a life insurance agent. I struggled at first but I want to share with you the reality of what it's like becoming a new life insurance agent. Here is the brutal truth about becoming a life insurance agent in 2024. My mission is to give you clarity on the reality of this business.

Thanks for listening!


I Recruited 3,173 Insurance Agents And Got Paid To Do It | Ep.25
#25
05/25/2024


In this episode, we dive deep into the world of life insurance recruitment and career growth. Join us as we explore the five strategic steps that led to my success:

Becoming the Teacher: Discover how sharing knowledge and expertise can attract talented agents to your team.Documenting the Journey: Learn the power of transparency and storytelling in building trust with potential recruits.Funneling Talent: Explore effective ways to identify and nurture promising candidates.Creating the Offer: Craft irresistible incentives that motivate agents to join your ranks.Building Success: Uncover the secrets behind a thriving insurance business and...


This Will Help You Become A Better Agent Overnight | Ep. 24
#24
05/17/2024

In this episode I share with you behaviors and things you can control to become a better life insurance agent overnight! A lot of time you are told to do the same boring work as an agent but non of it seems to work. I want to share with you the 5 things you can change overnight to make more sales and become more successful as an insurance agent. I hope you enjoy!


Finding A+ Life Insurance Agents | Ep.23
#23
05/11/2024

In the podcast I share with your the character traits that make the best life insurance agents in 2024. After interviewing hundreds of agents and helping hundreds of agents here are the core traits that make the best agents. From tonality to work ethic here is what I look for in a top performing insurance agent.

I hope this podcast helps you on your journey!


This Helped Me Build A 2.1 Million Dollar Agency In 16 Months | Ep.22
#22
05/04/2024

In this episode I share the framework which helped me build a multi-million dollar agency in 16 months. I share the truths about building a track record before teaching other people. One of the biggest mistakes agent make is that they start recruiting this jeopardizes their integrity and their business. 

My mission is to provide a way for agents to feed their families by helping people. I hope you enjoy!


This New Life Insurance Agent Sold 15 Policies In His First 14 Days | Ep.21
#21
04/27/2024

In this Episode I share with you how this BRAND new life insurance agent sold 15 policies in his first 14 days. This episode is designed to help all new life insurance agents learn how to sell life insurance at a high level fast. Bryan will share with you the things that has helped him become so successful fast as a new life insurance agent. He will also reveal to you all that you need to know about becoming a new life insurance agent.

Our mission is to make sure you can provide for your loved ones by helping...


How I Would Learn How To Master Insurance Sales In 30 Days| Ep.20
#20
04/20/2024

In this episode I share how I would learn how to sell life insurance over the phone in my first 30 days as a life insurance agent. I share with you how I would structure my days and the amount of work required to be successful as a life insurance agent. The topics I discuss have helped me sell over 500k of life insurance premiums my first year as a life insurance agent.

I make this podcast to help you on your life insurance journey!