Virtual Appointment Videos
APPOINTMENT TIMELINE
This table explains the flow of how an appointment should go! Follow these steps when helping your clients.
Mortgage Protection Virtual Appointment
Brady Driscoll goes through a full mortgage protection virtual appointment!
Mortgage Protection Virtual Appointment
Brady Driscoll goes through a full mortgage protection virtual appointment and shows how to protect a client through Equity Protection!
Pete Beckman
Pete Beckman explains the importance behind “The Critical Period” concept.
Dawn McNichols
Dawn McNichols goes through a full mortgage protection appointment, completing the sale, and protecting the family!
Mortgage Protection Virtual Appointment
Brady Driscoll goes through a full mortgage protection virtual appointment!
New Kind of Life Insurance
Noell Hughes gives insight on how to transition to the Needs Analysis while eliminating objections and building rapport.
Nick Burns shares how you can provide more value to a policy for your clients.
Christian Pounder explains how to set yourself up for zero objections during appointments.
Wendy Baxter explains how she handles the “think about it” objection like a pro.
E-Application Training
If unsure on how to do an E-APP
1. To access the carrier's e-applications, you need to have a Writing Number or Producer ID from the carrier.
2. After your contracting is approved by the carrier, you will receive an email with instructions to access the carrier's website.
3. Be sure to save your login credentials for each carrier's website.
GPM (Government Personnel Mutual)
Click Here to access training site
To access the live e-app click the e-app tile from the Foresters home page. Refer to screenshot below.
Mutual of Omaha
- CLICK HERE to access the training site
- On the webpage, scroll down to “Life e-Application Process”Screen shot of what you will see using website link above:
Foresters Financial
Click Here to access training video
To access the live e-app click the e-app tile from the Foresters home page. Refer to screenshot below.
Great Western/Wellabe
- View training on the two videos below.
NEXT STEPS
Please follow the links below for additional training or to
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