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LIVING BENEFITS TRAINING

Digital CRM - Printer-Friendly!

A digital version of the CRM brochure in a printer-friendly format. **Includes Debt Elimination!**

Needs Analysis

Created by Wendy Baxter, this Needs Analysis is an Equis Retirement Solutions branded document to help you best determine your client's financial needs!

Living Benefits Presentation

This is the presentation used in the “Living Benefits Sales Presentation (Part 1)” video.

CRM Strategy and Script

Income Vs. Expenses

This document is a great visual tool to demonstrate how Living Benefits can help bridge the gap between expenses and lack of income in times of need.

Documents

Training Videos

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Living Benefits: Lein vs. Discount Methods

VP of Advanced Markets, Bill Martin 2.0, discusses Living Benefits--what they are, why they are so important, when they are accessible, and how each carrier handles the Living Benefits claims!

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Living Benefits Sales Presentation - Part 2: Example 1

Vice President of Retirement Solutions, Bill Martin 2.0, walks you through the Living Benefits In-Home Presentation.

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Living Benefits Sales Presentation - Part 4: Wrap-Up

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to conclude the Living Benefits sales presentation.

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Setting an 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.

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Living Benefits Sales Presentation - Part 2: Example 2

Vice President of Retirement Solutions, Bill Martin 2.0, walks you through the Living Benefits In-Home Presentation.

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How to Illustrate Living Benefits with the Ameritas IUL Product

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to use the Ameritas Illustration Software.

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Living Benefits Sales Presentation - Part 1

Vice President of Retirement Solutions, Bill Martin 2.0, walks you through the Living Benefits In-Home Presentation. Find the “Living Benefits Presentation” under the “Scripts & Guides” tab.

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Living Benefits Sales Presentation - Part 3: Unlimited Referrals With the Emergency Contact List

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how the Emergency Contact List can get you unlimited referrals during the Living Benefits presentation.

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How to Illustrate Living Benefits with the NLG IUL Product

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to use the NLG Illustration Software.

Training Videos
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