Dialing & Working With Leads
Learn the basics to dialing and working leads, download phone scripts, and hear top producers make live dials!
Basic Phone Script
Basic Phone Script Executive VP of Sales Development, Bill Martin OG, provides his tried and true “Basic Phone Script” to be used when making dials and setting appointments! This is the same script that Bill used on his Live Dials webinars. Simply follow the script and watch as your business builds!
Older Phone Leads Script
Connecting with older C or D leads doesn’t have to be any different than a fresh A Lead! Utilize this “C&D Leads Script” to reconnect with potential clients that are still in need of our services and provide the protection they deserve!
Historical Leads Letter Template
Use this template when writing and sending out letters to historical leads! Inspired by the incredible system outlined by Executive Marketing Director, Nick Theodore, this template will allow you to rekindle your historical leads and add another source of income for your business!
Preparation Instructions and Costs For Mailing "D" Leads
As requested - the preparation instructions and costs for mailing "D" leads document from Joyce Gay, as discussed on the 10/7/2020 Jumpstart Live Webinar.
Call-In Leads Script
Due to the overwhelming response to Pete Beckman’s appearance on the 4/13 Friday Sales Conference Call, we have uploaded Pete’s Call-In Lead Script and made it available for all agents!
Setting the Appointment - Live Dials with Rob Jones & Mike Coe
Executive Vice President of Agency Development, Rob Jones, and veteran agent, Mike Coe, illustrate what to expect when calling leads!
$11 Instant Internet Leads - Adam Larkins
Kristan Brockman sits down with Adam Larkins to discuss strategies for working the $11 Instant Internet Leads! See "Internet Leads FAQ" under "Documents" in "Dialing and Working with Leads."
Setting a warm market appointment for a Living Benefits Presentation
Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to set an appointment for the Living Benefits presentation.
$11 Instant Internet Leads - Patrick Atkinson
Kristan Brockman sits down with Patrick Atkinson to discuss strategies for working the $11 Instant Internet Leads! See "Internet Leads FAQ" under "Documents" in "Dialing and Working with Leads."