In-Home Presentation

WATCH THIS FIRST...

Shawn Meaike - Psychology of the Sale

NEW AGENT CHECKLIST

 

Ready before your 1st appointment:

1. Tablet device to sign e-apps

2. E-App Logins: AmericoMOOAIG

3. Print 5 of these: Credibility Sheet

& Financial InventoryClient Profile

4. Links to Carrier Quoting Tools

SALES MINDSET

Paul McClain - In-Home Mindset

Jon Iversen - Attitude & Activity

HOW TO SELL LIFE INSURANCE

This page will be an invaluable resource for you to learn how to sell different types of life insurance leads as well as learn the information you can take with you to an appointment. To learn this, I recommend you watch the training videos of top producers. No one makes $400k a year by luck...So if you focus on these pieces of training, take copious notes, and implement the word tracks you learn - You will succeed.

Consume it, revisit it often, and share it with your team.

 

 

HOW TO SELL MORTGAGE PROTECTION

 

In order to sell life insurance, mortgage protection companies use the value of a home, equity within it, and the pain of losing it if an income-producing family member dies.

 

 

#1 Producer Training By Jonathan Porcena

IN-HOME PRESENTATION

Brad Allan - MTG Mock In-Home

Zac Twardowski - FEX/MTG In-Home

Jake Konen - Cementing The Sale

Josh Williams - How to Sell Life Insurance

"Most people want to make sure that in the event that they die or become disabled, there is money coming in to cover the mortgage today if they die or become disabled."

Frank Eufemia - MTG In-Home Presentation

Matt Smith & Brad Allan - Financial Inventory

Sean Ruggiero - Financial Inventory

Linda Lampasso - In-Home Training

HOW TO SELL FINAL EXPENSE

 

The idea behind Final Expense Life Insurance is to put in place a policy that will help offset the burden of final expenses for the surviving family members. The final expense costs can include burial, cremation, transportation, credit cards, other loan balances, and ultimately the loss of income for the surviving partner. 

Additionally, often times a legacy is created with final expense sales in order to provide extra money to the children or grandchildren as a final love letter gift from the dying relative. 

Paul McClain - FEX In-Home

Tiffany Gruenberg - FEX Close

Funeral Plan vs. Final Expense

Marc Meade - Final Expense In-Home

Dan Gruenberg - FEX In-Home Presentation

"Most people want to prepare something in advance so that even if they died today, they'd have money today to pay off any debts or financial burdens arising from their death or illness.

OBJECTIONS

Stephanie McBride - Bank Information 

Matt Smith - Already Have Coverage

Matt Smith - Social Security Close

Nick Stahl - Policy Cancellation Calls

Nick Stahl - I Need To Think About It

Paul McClain - Future Draft Dates

Jamie Chirio - Five 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...

The beneficiary is given a period of 6-12-18 months of mortgage payments to decide whether to move in, rent, sell, or wait to sell if the market is down.

Calculate the monthly payments, then multiply them by 6, 12, and 18 to show them three options... Speak with your manager about which carriers to recommend.

HOW TO SELL MORTGAGE PROTECTION LIKE FRANK EUFEMIA

 

 

Frank Eufemia is a Hall of Fame Producer and one of the best in the industry at selling Mortgage Protection.

This is his presentation to the Americo HMS 25yr CBO. There is no better way to sell MTG protection leads than this - He is the best in the company, so watch, study, and learn it.

—> This was recorded LIVE at the Dallas Convention in 2018.

KARL'S MORTGAGE CALCULATOR

"We can't decide right now, but if you qualify, what would be your preferred option?"