STEP 6-gET YOUR DAY READY
Get Your Day Ready
- Getting prepared for your day is one of the TOP priorities an agent needs to focus on. It’s making sure you stay on the course and above all, be consistent. You will want to make sure your leads are printed and ready to go the prior day. This is why we created an Amazon wish list. We have compiled a list of what all the top producers have at their desks to make sure they are able to win at a top level!
Amazon Wish List
- We have created an Amazon wishlist for you to get ideas and inspiration for some things our TOP virtual agents use to be successful!
Dress for Success
- We understand when doing virtual you are at home. One major thing that our TOP agents all do is get dressed as if they are going out into the field. To find branded materials follow the link provided!
Need Analysis Training
Watch this video to learn how to complete the Needs Analysis during your client meetings & don’t forget to send one to your manager!
NEEDS ANALYSIS WORKSHEET
Print multiple copies of the NEEDS ANALYSIS Worksheet. You will fill this out while sitting with clients to determine eligibility. Text the completed worksheet to your manager.
- Needs Analysis Training: Complete the Needs Analysis for yourself (as if you are a client) and text the completed document to your manager. Your manager will then make the product recommendation and work with you on how we present the quotes.
- Suppose you do not have any medical history. In that case, you can also complete a needs analysis on a relative with medications so that we can provide more training on how we complete the underwriting to select the correct product.
- Needs Analysis
Needs Analysis (pdf)
Printable Pricing Sheets
- How to present pricing to your clients – Review the following document with your manager.
- Make sure you are hand-filling out sheets and texting clients before going over the pricing.
Americo Term Sheet (pdf)
Americo Whole Life Sheet (pdf)
Foresters Term Sheet (pdf)
Foresters Whole Life Sheet (pdf)
MOO Term Sheet (pdf)
MOO Whole life Sheet (pdf)
CVS/Aetna Whole Life Sheet (pdf)
Ethos IUL Sheet (pdf)
Great Western Whole Life Sheet (pdf)
Transamerica Whole Life Sheets (pdf)
GPM - Living (pdf)
Office Layout
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