What Makes a Top Insurance Agent Stand Out

Welcome back to another conversation with CoFinance.

In this episode, Moshe sits down with Sruly Engel from Engel Financial Services to talk about something deeper than just insurance.

This conversation goes into what really drives sales, why mindset shapes results, and how trust becomes the foundation of any successful service business.

Sruly shares his journey from working in life insurance to building a real business around it — and the lessons that apply to anyone in sales, finance, or entrepreneurship.

You’ll hear about:

– Why people buy from people
– The role of trust in service-based businesses
– How mindset impacts sales performance
– What separates top professionals from everyone else
– Why life insurance is more about responsibility than transactions

This isn’t just about insurance — it’s about how business actually works.

Watch until the end and take in the perspective.

What does trust mean in your business today?

Timestamps:

00:00 – Introduction
00:45 – Meet Sruly Engel
02:10 – How Sruly Approaches Life Insurance Differently
04:30 – “People Buy From People”
06:15 – Why Trust Matters in Sales
08:40 – Sales Is More Than a Transaction
11:05 – The Role of Mindset in Business
13:30 – Selling Product vs Selling Service
16:00 – What Makes Top Professionals Stand Out
18:45 – Knowledge & Experience = Credibility
21:10 – Why Life Insurance Is an Emotional Decision
23:50 – Responsibility, Family, and Financial Protection
26:10 – Decision-Making in Business
28:20 – Weighing Risk and Making the Call
30:00 – Final Thoughts

Connect with Sruly Engel
Engel Financial Services
+1 (845) 659-8173
Info@engelfinancials.com

Connect with us!
📞 Phone: 845.459.0071
📧 Email: Bentzy@cofinanceteam.com
💬 Website: https://cofinanceteam.com/
🔗 LinkedIn: linkedin.com/in/moshe-bochner-6b8805222

#cofinance #entrepreneurship #sales #business #finance #insurance #businessgrowth #successmindset #leadership