Learn to Be a Top Agent In the Home

In Home Presentation

Presentation checklist for New Agents

Ready before your 1st appointment:

  1. Tablet, Notebook, or Ipad device to Sign e-apps
  2. E-App Logins: AmericoMOOAIG, Prosperity, Foresters
  3. Print of these: Credibility Sheet & Financial InventoryClient Profile
  4. Links to Carrier Quoting Tools
  5. Carrier Quoting Tools bookmarked
  6. Business Cards (examples & guidance HERE)
  7. Product Brochures (order from each carrier)
  8. Appointment Leads
  9. License or badge 

How to Sell Insurance

When the value exceeds the price, people buy.

This page is going to 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 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 top producers…No one lucks out or guesses their way to $400k a year…So if you focus on these trainings, take copious notes, and implement the word tracks you learn – You will make a lot of money.

Devour It, Revisit It Often and Share it with Your Team.

Sales Mindset

The Basics

Final Expense

Mortgage Protection