In-Home Presentations

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

Documents

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!

In-Home Presentation Guide

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

Value of Mortgage Protection Infographic

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

Pitch Pad

Present a visual for your Final Expense clients with their coverage options.

Living Benefits Presentation

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

Thank You Letter - Policy NOT SOLD

As requested, the Thank You Letter Template Randy Montrose uses as discussed on the 02/21/20 Friday Sales Call!

In-Home Slideshow Presentation

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

Needs Analysis

Needs Analysis form, as seen in Nick Theodore’s In-Home Presentation Analysis training video.

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.

Monthly Rate Tool - Modified

View modified rates for clients up to age 85 with different circumstances.

Thank You Letter - Policy SOLD

As requested, the Thank You Letter Template Randy Montrose uses as discussed on the 02/21/20 Friday Sales Call!

Emergency Contact List

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

Videos

Finding the "Why"

Presenter: Christian Pounder

Building Rapport (In-Home & Virtual)

Presenter: Connor Jones

Introduction of Services

Presenter: Stephanie Harlan

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

Presenter: Bill Martin OG

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.

In-Home Presentation Analysis

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

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.

Running Virtual Appointments

Presenter: Scott Rumbo

Handling Objections

Presenter: Christian Pounder

Closing the Sale in the Beginning

Presenter: Connor Jones

Client Needs Analysis

Presenter: Stephanie Harlan

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.

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.

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!

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.

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.

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

Presenter: Bill Martin OG

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

Presenter: Bill Martin OG

Budget Objections

Presenter: Stephanie Harlan

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.

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.

Nick Theodore In-Home Presentation Analysis

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

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.

The Critical Period

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