IN HOME PRESENTATION
NEW AGENT CHECKLIST
Ready before your 1st appointment:
1. Tablet device to sign e-apps
2. E-App Logins: Americo, MOO, AIG
3. Print 5 of these: Credibility Sheet & Financial Inventory, Client Profile
4. Links to Carrier Quoting Tools
PAUL MCCLAIN IN HOME TRAINING AUDIOS
Presentation
Part 1 – In Home Presentation – Paul McClain
Part 2 – In Home Presentation – Paul McClain
Scenarios
Part 1 – In Home Scenarios – Paul McClain
Part 2 – In Home Scenarios – Paul McClain
How To Sell Insurance
When value exceeds price, people buy.
This page is going to be an invaluable resource for you to learn how to sell different type of life insurance leads as well as learn information you can carry with you into any appointment. The best way to teach this to you is for you to dig in and watch the training videos of top producers…No one lucks out or guesses their way to $400k a year…So if you focus on these trainings, take copious notes, and implement the word tracks you learn – You will make a lot of money.
Devour It, Revisit It Often and Share it with Your Team.
SALES MINDSET
Paul McClain – In Home Mindset
Jon Iversen – Attitude & Activity
Call 2 Close Training Series
Ep.1 – Initial Contact in Life Insurance
Ep. 2 – Problem Solving
Ep. 3 – The Close
How To SELL moRTGAGE PROTECTION
The premise of a mortgage protection is utilizing the value of a home, equity within it, and the pain of losing it if an income producing family member dies to sell life insurance.
#1 Producer Training By Jonathan Porcena
In Home Presentation
Paul McClain – Mock In Home
Zac Twardowski – FEX/MTG In Home
Jake Konen – Cementing The Sale
Grady Polcyn – How to Sell Insurance
“What most people do is they want to put something in place, so that if you died or became disabled yesterday, money would come into the family today to take care of the mortgage.”
Frank Eufemia – In Home Presentation
Nick Stahl – Financial Inventory
Linda Lampasso – In Home Training
Linda Lampasso – Financial Inventory
How To SELL FINAL EXPENSE
The premise of a Final Expense Life Insurance is putting a policy in force that will help offset the burden of final expenses for the surviving family. Some final expense costs include, burial, cremation, transportation, credit cards, other loan balances, and ultimately loss of income for the surviving partner.
In addition, often times legacy creation is a goal in final expense sales in order to leave extra money to the children or grandchildren to help set them up financially with a last love letter gift from their passing family member.
Paul McClain – FEX In Home
Tiffany Gruenberg – FEX Close
Funeral Plan vs. Final Expense
Marc Meade – Final Expense In Home
“What most people do is they want to put something in place, so that if you died or became terminally ill yesterday, money would come in to the family today to eliminate any debts and financial burdens associated with your illness or death.”
OBJECTIONS
Grady Polcyn – Get the Voided Check
Matt Smith – Already Have Coverage
Matt Smith – Social Security Close
Nick Stahl – I Need To Think About It
Nick Stahl – Policy Cancellation Calls
Paul McClain – Future Draft Dates
Julius Gilgur – Four Main Objections
Advanced Sales Concepts
Matt Smith – Mortgage Protection Close
Nick Stahl – Cash Back Close
How To Sell Mortgage Protection To Seniors
Watch the training video with Mickey Taylor teaching this concept…
A policy that gives their beneficiary 6-12-18 months of mortgage payments so the family has time to decide what to do with the house: Move in, rent, sell, or wait to sell if the market is down.
Find out what the monthly payments is, then multiply it by 6, 12, 18 to show them three options…Talk to your manager about which carriers to quote.
How To Sell Mortgage Protection Like Frank E.
Frank Eufemia is a Hall of Fame Producer and one of the best at selling Mortgage Protection in all of FFL.
This is his Americo HMS 25yr CBO presentation. It’s the best way to sell MTG protection leads – He is the best in the company, watch this, study this, learn this.
—> This was recorded LIVE at the Dallas Convention in 2018 and the next week I wrote $5K in a day from watching this. Enjoy 🙂
“We can’t decide right now but if you were to qualify, which option would be the most comfortable for you?”