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How to Sell Life Insurance: The IUL Crash Course Agents Actually Need
Season 6 Episode 297
From Uber shifts to building Legacy Wealth Academy: In this episode of the Life Insurance Academy Podcast, we sit down with Mark Cassara (Frisco, TX)—a financial strategist and educator who's grown an audience of 2M+ across TikTok, Instagram, YouTube, and Facebook— to unpack how short-form, value-first content can build trust, generate inbound leads, and fuel a thriving virtual practice focused on IULs, executive bonus plans, and retirement strategies.
Mark shares:
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How he went from 3 jobs to full-time in 6–8 months—and then doubled his income year over year
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The content system (and cadence) that took him from 0 to 100K+ followers in months
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Why short-form "give, give, give" education beats hard selling
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Clear, plain-English explanations of IULs (upside potential, 0% floor, liquidity, and common pitfalls)
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Real-world client use cases: enhanced liquidity riders, premium deposit accounts, and executive strategies
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How he onboards agents with a social media bootcamp so they can win faster
If you're an agent, leader, or entrepreneur who wants to build a pipeline without buying leads—and serve families with clarity and confidence—this one's for you.
🔗 Links & Resources
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🧰 Free LIA Telesales Script: https://lifeinsuranceacademy.org/
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📱 Follow Mark: TikTok @MarkCassara | Instagram @MarkCassara.legacy | YouTube @MarkCassara
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📩 Contact LIA: https://lifeinsuranceacademy.org/
⚠️ Quick Note
This video is for educational purposes only and is not financial advice. Products, riders, caps, floors, and crediting methods vary by carrier and policy design. Always review client suitability and consult carrier materials, compliance, and a licensed professional in your state.
Published on 9 hours ago