In-Home Structure
Mindset, Posture, & Delivery
8-Steps to a successful presentation
Must Have: CHEAT SHEETS & Rx Checklist
TOP 10 reasons: Whole Life/ Final Expenses
TOP 10 reasons: Americo Term/CBO
MINDSET & IN-HOME TECHNIQUES
Take detailed notes, organized knowledge is power.
Final Expense and Presentation breakdown
How to write Mortgage Protection 101
Understanding the Financial Inventory and how to fact-find
Senior Mortgage Protection
IUL: (Indexed Universal Life)
AFTER THE SALE: Submit to Telegram!!! 🎉🎉
After EVERY SALE when you get in the car, post the monthly premium and name of the carrier you wrote.
Post under the “🏆 Daily Sales & Wins” thread
Example:
“ $247/ mo F&G”
if you write multiple apps, explain the sale details.
Example 2:
“ His & Hers “
$214.13 / month Americo CBO100 his
$78.50 / month Aetna/CVS hers
Example 3:
“ Mom and Kid”
$128.46 / month MoO (Mutual of Omaha) Living Promise
$17.95 / month MoO children’s whole life”
Final Tips:
💎 Continuously reiterate the value proposition: When the value exceeds the price, people buy.
💎 Have stories you tell throughout that solidify your points and magnify the value
💎 People want to do what everyone else is doing; therefore continuously say, “this is what all my clients do in your situation”
💎 Just like anything else in life, You must envision yourself walking into an appointment with a successful outcome. Vision yourself walking into the home delivering a great presentation BEFORE YOU WALK IN.
Make sales in all 50 States!