8 Steps to a successful presentation
Mindset, Posture, & Delivery
Working remotely allows you to work from home, the office, on vacation, or in your bed definitely has its perks. As long as you have good WiFi, a laptop, and a good headset… It’s possible generate a multi-six-figure income.
Even though we have the luxury of working from anywhere, it doesn’t mean we should take our occupation lightly. There is an 8-Step Process for a Successful Presentation put in place for a reason. Use the scripts, PDF’s, and videos below to learn how to properly present to your clients.
Must Have: Scripts & CHEAT SHEETS
TOP 10 reasons: Whole Life/ Final Expenses
TOP 10 reasons: Americo Term/CBO
MINDSET & Presentation TECHNIQUES
Take detailed notes; organized knowledge is power.
Understanding Final Expense 101
Senior Mortgage Protection
Mortgage Protection Sales 101
8 Steps To A Successful Presentation
AFTER EACH SALE: Submit to Telegram!!! 🎉🎉
After EVERY SALE, post the monthly premium and the name of the carrier you wrote.
Post under the “🏆 Daily Sales & Wins” thread
Example:
“ $247/ mo Transamerica”
Make sure to add the client’s state!
if you write multiple apps, explain the sale details.
Example 2:
“ His & Hers “
$214.13 / month Americo IUL his
$78.50 / month Aetna/CVS hers
Example 3:
“ Mom and Kid”
$128.46 / month Americo 🦅 s1
$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. Imagine yourself walking into the home delivering a great presentation BEFORE YOUR PRESENTATION.
Take your business to the next level by
Mastering the Art of the “One Call Close”