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 CBO (Cash Back Option) for Healthy younger clients
Understanding the Financial Inventory and how to fact-find
Senior Mortgage Protection
MINDSET: Road to Hall-of-Fame
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!