In-Home Presentation

Appointment Toolkit:

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Tablet device with cellular

E-Apps bookmarked on your device- Americo, MOO, AmAm,

Prosperity, AIG, Foresters,

Credibility Sheet & Financial Inventory (print one for every appointment)

Carrier Quoting Tools bookmarked

Business Cards (examples & guidance HERE)

Product Brochures (order from each carrier)

Appointment Leads

License or badge

Mortgage Protection Presentation Script


Shawn Meaike

Psychology of the Sale


SALES MINDSET

Paul McClain- In Home Mindset

Shawn Meaike- Attitude & Activity


THE BASICS


Final Expense


MORTGAGE PROTECTION


OBJECTIONS