Sales Resources

This is a practice script, you can fill and submit this form without creating a contact in the ATM.

Use this script if you are scheduling home visits, when calling on Final Expense leads.

Use this worksheet if you are working with a client in-home.

This book will walk you through the sales process when selling in-home.

Use this script on the initial conversation with IUL campaign leads.

This is the talk track and mindset to getting the second appointment to SHOW.

7 questions you should be asking in every presentation.

Assumptive questions to move your client forward in the process.

This is the process used to work the IUL campaing lead. The document will show you what the client see’s and how you should be following up to match the automated system for maximum results.

13 Resons why your 401k is your riskiest investment.

A great compliment article to the 13 resons why article.

Time magazines “Why It’s Time To Retire The 401K” article

One of the first advocates of the 401K in the US has misgivings about what he helped start. Wall Street Journal Article.

Most people do not know the real cost of a mutual fund, this article will help you understand the real fees.

IUL vs 401K Side By Side

Why the rich own most of the life insurance.

This is the script our top producing agents use.

This is the Mortgage Protection scritp wich slows down the process and helps newer agents build rapport.

Use this when conducting a financial inventory during the in-home presentation.

Use this to show clients MP options and strategies. You should be using two per home.

Use this script to handle both call in leads and live transfers.

Use this form to track and report your daily activity.

Use this form when calling a carrier for a potential policy replacement.

Use this form right before quoting out your client. Let them read this as your are preparing quotes.

This form is to be used for a for cold door knocking to engage the client and look for a potential need.

This form is to be used as a referral gathering tool.

This form is to be used for a for a client who’s payment did not go through.

Once you find the need with your P100, use this worksheet to determine what they may qualify for.

Not sure where to start a conversation with your friends and family. This will help you navigate the conversation.

Use this to keep track daily activity such as doors knocked, presentations, and sales.

Use this to show clients details of their request from either Facebook, Tele-marketed or internet leads where there is no lead card provided. Also used to decline coverage.

Use this to show clients details of their request from either Facebook, Tele-marketed or internet leads where there is no lead card provided. Also used to decline coverage.