mock presentations
1. the phone based sale
The agent meets with the prospect via phone for the appointment. The easy to follow phone sales script is used and the options are presented. When the prospect selects the option they are comfortable with the electronic applications can be e-signed by emailing the application or voice signature for signature.
Critical Period Mock Presentation
1. Review/Print Case info
2. Work up Quotes
3. Review phone script
4. Review Critical Period
5. Review recording
Phone Script
Critical Period Script
Demo recording
1. the video conference sale
The agent prepares and sends a zoom link to the prospect to use during the sales meeting. The agent uses the powerpoint slide presentation that relates to the options we plan to show, The slides are specific to the sales concept we prepared Critical Period, Principle Paydown/Full Payoff and we use slides that related to their marital status, single homeowner or married couple. After the prospect selects the option(s) they are comfortable with we fill out an electronic application emailing the application for signature.
Full Payoff/Paydown Mock Presentation
2. Download Powerpoint
3. Review Video
4. Work up Quotes
Critical Period Mock Presentation
2. Download Powerpoint
3. Review Video
4. Work up Quotes
Mock Set up Instructions
Mock Best Practices
It’s all about the details. Let’s see how prepared you are to hep families. take this Brief Quiz to Test your knowledge.
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Universal life insurance gives the ability to adjust your premium payments. It offers a cash value component. You can take money out of cash value via a withdrawal or policy loan. It offers the insured permanent coverage and can be cheaper than whole life insurance because it doesn’t offer the same guarantees.
