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In-Home Presentations

Study examples of in-home presentations, how to overcome objections, and utilizing provided scripts & guides!

In-Home Slideshow Presentation

A PDF version of the in-home slideshow presentation, a great visual tool to use while running in-home appointments.

In-Home Presentation Script

You’ve made the dial, you’ve sent the appointment, and now you find yourself in the home of a potential client. Don’t Panic! Bill Martin has seen and heard it all and has crafted an “In-Home Presentation Script” designed to make you more comfortable in the presence of your clients!

Ethos Life New Agent Training Webinar

You’re invited to learn about Ethos—and how to start using it—by signing up for their customized, interactive webinar for Equis agents.

Needs Analysis

Needs Analysis form is to be used during appointments to determine how much coverage your clients need. Including a page of reminders when meeting with clients.

Emergency Contact List

A blank template PDF document for a client’s Emergency Contact List.

Value of Mortgage Protection Infographic

Value of Mortgage Protection infographic, as seen in Nick Theodore’s In-Home Presentation Analysis training video.

In-Home Presentation Guide

A complete guide for the in-home presentation, curated by Executive VP of Sales Development, Bill Martin OG.

Documents
Training Videos

Training Videos

Full Virtual Appointment

Watch Nick Burns run a virtual appointment from the time he gets his clients on camera, determining the best product for them, to the transition of filling out their application.

Final Expense Sale

Watch Jonathan Burns run a virtual appointment from the time he gets his clients on camera, determining the best product for them, to the transition of filling out their application.

7.26.2022 - Daily Coaching Session

Archived Call Highlight - Learn the process of referring clients for debt elimination.

5.26.2022 - Daily Coaching Session

Archived Call Highlight - Joe Hayes gives his method on how he books debt elimination appointments.

2.22.2022 - Daily Coaching Session

Archived Call Highlight - Noell Hughes explains how she "sets the table" during appointments in order to eliminate objections.

12.2.2021 - Daily Coaching Session

Archived Call Highlight - Nick Burns goes over his appointment script for how you can show the value of a policy to your clients.

3.18.2022 - Daily Coaching Session

Archived Call Highlight - Nick Burns & Jonathan Burns explain how to utilize the Final Expense Flip Chart during appointments set using Final Expense Leads.

2.10.2022 - Daily Coaching Session

Archived Call Highlight - How to explain the basics of Living Benefits to your clients. Utilize the Living Benefits Grid for a quick guide during appointments.  

The Critical Period

Pete Beckman explains the importance behind "The Critical Period" concept.

Bill Martin OG's Analysis on Stephanie Harlan's In-Home Presentation

Presenter: Bill Martin OG

Introduction of Services

Presenter: Stephanie Harlan

Handling Objections

Presenter: Christian Pounder

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.

Nick Theodore In-Home Presentation Analysis

Executive Marketing Director, Nick Theodore, gives some additional insight on the in-home presentation.

How to Handle Budget Objections

Executive Vice President of Sales Development, Bill Martin OG, demonstrates how to handle budget objections during the in-home presentation.

How to Handle a "Think About It" Objection

Executive Vice President of Sales Development, Bill Martin OG, demonstrates how to handle a "We need to think about it" objection during the in-home presentation.

(2/2) Virtual Coaches Analyze Whole Life Sale

Virtual coaches explain why Noell transitioned into the critical time period presentation during her virtual appointment.

(2/2) Whole Life Sale

Watch Noell Hughes transition to the Needs Analysis for a critical time period sale. 

*Noell used the same techniques from the Term Life Sale appointment up until the transition to the Needs Analysis.

1.18.2022 - Daily Coaching Session

Archived Call Highlight - Noell Hughes gives insight on how to transition to the Needs Analysis while eliminating objections and building rapport. 

4.6.2022 - Daily Coaching Session

Archived Call Highlight - Taylor Rumbo explains how he keeps things simple and his transition into the Final Expense Flip Chart during Final Expense appointments.

8.11.2022 - Daily Coaching Session

Archived Call Highlight - Understand the dialogue for scheduling debt elimination appointments.

5.18.2022 - Daily Coaching Session

Archived Call Highlight - Nick Burns explains how he takes control of his appointments and gets his clients on camera.

12.13.2021 - Daily Coaching Session

Archived Call Highlight - Nick Burns goes through the tiers of getting clients on camera.

Running Virtual Appointments

Presenter: Scott Rumbo

Bill Martin OG's Analysis on Connor Jones' In-Home Presentation

Presenter: Bill Martin OG

Budget Objections

Presenter: Stephanie Harlan

Closing the Sale in the Beginning

Presenter: Connor Jones

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.

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.

Rob Jones' In-Home Presentation

Executive Vice President of Agency Development, Rob Jones, illustrates what to expect when in the home with your client and how to secure the sale!

How to Handle the "Shop Around" Objection

Executive Vice President of Sales Development, Bill Martin OG, demonstrates how to handle the "We need to shop around" objection during the in-home presentation.

In-Home Presentation With Bill Martin OG

Executive Vice President of Sales Development, Bill Martin OG, demonstrates how to conduct the in-home presentation. The In-Home Presentation Guide is available for download in the “Scripts & Guides” section of Training Center.

(1/2) Virtual Coaches Analyze Term Life Sale

Virtual coaches watch and break down Noell's Term Life Sale appointment to help you understand the ins and outs of WHY Noell does and says particular things during her appointment.

(1/2) Virtual Term Life Sale

Watch Noell Hughes run a virtual appointment from the time she gets her clients on camera, determining the best product for them, to the transition of filling out their application.

1.18.2022 - Daily Coaching Session

Archived Call Highlight - Connor Jones explains a seamless way to get your clients on video.

12.13.2021 - Daily Coaching Session

Archived Call Highlight - Wendy Baxter explains how she handles the "think about it" objection like a pro.

2.9.2022 - Daily Coaching Session

Archived Call Highlight - Learn how to be more efficient and shorten the length of your appointments.

11.10.2021 - Daily Coaching Session

Archived Call Highlight - Christian Pounder explains how to set yourself up for zero objections during appointments.

2.9.2022 - Daily Coaching Session

Archived Call Highlight - Understanding the importance of your appearance, posture, tonality, and surroundings during appointments.

Finding the "Why"

Presenter: Christian Pounder

Bill Martin OG's Analysis on Christian Pounder's In-Home Presentation

Presenter: Bill Martin OG

Client Needs Analysis

Presenter: Stephanie Harlan

Building Rapport (In-Home & Virtual)

Presenter: Connor Jones

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.

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.

In-Home Presentation Analysis

Executive Vice President of Sales Development, Bill Martin OG, gives some additional insight on his in-home presentation.

How to Sell Payment Plan Options

Executive Vice President of Sales Development, Bill Martin OG, demonstrates how to position payment plan options during the in-home presentation.

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