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
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 active top producers and agency managers.
Devour It, Revisit It Often and Share it with Your Team.
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.
“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.”
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.
“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.”
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.
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.
“The way to get started is to quit
talking and begin doing.”
— Walt Disney
Activity
Products
Copyright © 2023-2024 Unified Financial Group
FEEDBACK
Our family at Unified Financial Group would Like to express our appreciation to you in meeting with us today to learn more about our firm. career opportunities and services we provide. We hope you found the information valuable and insightful and we value your feedback.
We ask that you take a few short minutes to complete our Survey below. Completing this survey will give us feedback on the information that was shared with vou. so we can continue to improve for future appointments.