12.16.2020 - How to Overcome Health Challenges & Objections While in the Home
On this week's Jumpstart Live, Executive VP of Sales Development, Bill Martin OG explains how to overcome health challenges and objections while in the home.
Bill shares tips for finding solutions for clients who are unable to qualify for certain products while still providing them with a viable solution. Bill also covers how to handle some of the most common objections while in the home.
This is a great tune-up call and a must for new agents!
12.9.2020 - Working Through the Holidays and Laying the Groundwork for 2021
On this week's Jumpstart Live, Executive VP of Sales, Bill Martin OG provides tips on HOW TO manage time with your family while continuing to produce at a high level through the holidays to make the last week of December one of your biggest production weeks!
Bill also provides guidance on HOW TO create successful habits that will jumpstart your new year in the right direction!
On this week's Jumpstart Live, Executive VP of Sales, Bill Martin OG, has a discussion with John Hancock's National Account Vice President, Stacy Greene and Vice President of Business Development, John Barlow about our newest partner, John Hancock and their new term product!
"Equis is in the simplified market, targeting middle income America, which is why John Hancock's new, Simplified Term is spot on for Equis and our agents. Not to mention, the product also checks ALL THREE of these Business Development pillars:
1. Focus on Quality of Business with an easy-to-use underwriting guide. 2..INSTANT Underwriting decision in the home. 3. Simple, safe, and secure E-app process." - John Barlow
On this week's Jumpstart Live, Executive VP of Sales Development, Bill Martin OG, is joined by special guests: Executive Manager, Builders' Boost Recipient, and Gold Elite Producer, Matthew Weiner, Senior Sales Manager, Gold Elite Producer, and Ignite Award Winner, Nicole Hansen, and Agency Builder, John Brockman! Bill and these three agents discuss SIMPLE ways to start building from both warm and cold markets.
Nicole and John are both fairly new in the hiring process and share some of the simple techniques they have found to be successful, such as what to say and do when someone signs an ICA.
Matthew shares how he has gone from not knowing what to do or say to having one of Equis' fastest growing agencies!
If you are interested or curious about building a team but are hesitant because you don't feel like you know enough, this webinar is for you!
On this week's Jumpstart Live, Executive VP of Sales Development, Bill Martin OG, demonstrates how to make dial time less stressful!
Bill coaches agents on how to call every type of lead, whether it be an A Lead, B Lead, C Lead, D Lead, Internet Lead, or Final Expense Lead, Bill has it covered! Finding the common denominator in every type of lead and how to handle objections will be primarily what Bill will focus on.
If you are a new agent, or someone that has been with us for a while and struggles when making dials, this will be the perfect training for you!
10.21.2020 - Introducing Our Newest Carrier, John Hancock!
On this week's Jumpstart Live, Executive VP of Sales Development, Bill Martin OG, is joined by Vice President of Business Development, John Barlow, to discuss John Hancock!
John and Bill cover the product line that's available, the underwriting process, the application, pricing, and how this compares to other carriers. They also discuss the DOs and DON'Ts in John Hancock's contracting process. Plus, this product will pay at the HIGHEST compensation we have to offer on any of our products!
Every agent that is serious about their business should plug in to this call. This is an extremely informative call.
10.14.2020 - Annual Reviews and Reading Insurance Policies
Executive VP of Sales Development, Bill Martin OG, covers the importance and profitability of doing client annual reviews.
If you have been in the business for at least a year, then you should be doing annual reviews. Not only do annual reviews increase your overall persistency, build relationships with your clients, and create profitability for your business, they are essential for your clients' needs.
Bill discusses what to say and what to look for during these reviews. He also goes over the various types of insurance policies and what to look for when reviewing clients' other policies.
Executive VP of Sales Development, Bill Martin OG, is joined by Sales Manager and Ignite Award Winner, Joyce Gay, National Manager and Ignite Winner, Pete Beckman, and Ignite Award Winner, Christina Hornback!
Pete covers how to call and have success with Incomplete Phone Leads (IPL).
Joyce covers her approach to the "D" lead mailer program that she has been utilizing to set appointments with over the past year, without making a single phone call!
Christina shares how she took a $382 investment in internet leads, set 12 appointments and sold 10 applications for over $12,000 in annual premium - which is 10 times the return on her investment!!
This is a very important webinar for those agents who want to get the most out of their lead budget or who are looking for ways to supplement their current lead flow.
Bill Martin OG is joined by Vice President of Business Development, John Barlow, and Director of Operations and Technology, Tabitha Evans.
Bill sits down with John and Tabitha to discuss the best ways for agents to fully take advantage of all that Equis has to offer! Including: agent services, Live Chat, and reporting! Tabitha gives updates on what is new with our technology and some of the things that are being created for the future.
Regional Marketing Director, Jerrod Ewing, is joined by two of his managers: Diamond Elite Producer, and Sales Manager, Christian Pounder and Ignite Winner, Platinum Elite Producer, and Sales Manager, Ryan Dovner.
Jerrod, Christian, and Ryan share information with anyone who is interested in building a team, but not quite sure what to do/say, or how to get started.
If you are new to Equis, or have been here a while, this is the perfect webinar to join to find out the quickest and easiest way to start building an agency for you and your family.
Bill Martin OG is joined by Connor Jones to discuss the new CVS/Aetna Final Expense product!
Connor has submitted several applications with this new product and is excited to share his experiences, including the ease of writing and approval times. He discusses where he sees this product fitting into an Equis agent's portfolio.
Also, several products offered by American Amicable are explored during this webinar!
OG covers a NEW mortgage protection term-life policy that will be coming soon to Equis agents!
During this webinar, Bill will be discussing the agent and product guides, as well as the product itself! Bill will also briefly discuss pricing for this product. This new policy is a wonderful addition to one's portfolio!
You will not want to miss the inside scoop on this new product from John Hancock!
Introducing another new Final Expense carrier, Prosperity Life!
Prosperity will be a great fit for clients with considerable health challenges. This new carrier pays the same compensation rate on the Level, Graded, and Modified plans. This will be a significant increase compared to some of our other Final Expense options.
Bill also goes over tips and phone scripts for calling all types of leads; including how to call the new Google Internet Leads announced on last week’s Friday Sales Call.
Bill Martin OG goes over in detail the new Final Expense product introduced by Integrity this past week from CVS/Aetna. This new product is available exclusively for Integrity partners only. If being set apart from the competition is your goal, then you do not want to miss this webinar. This will be the premier Final Expense product available on the market!
OG goes through the product line of our newest carrier, American Amicable. He breaks down all of the products one by one and explains where they fit in your tool belt. This is great information whether you are familiar with American Amicable or not, plus their product line has grown!
Learn about proven methods to handle objections on the phone and in the home. OG will share how to communicate rebuttals with your prospect without becoming combative... This is for those agents who find themselves stumbling for words when someone gives them an objection.
Bill Martin OG provides effective tips and methods for handling competitive situations and on finding more business while you are in the home! This is an excellent session for those who feel that they should be writing more than they currently are!
OG, discusses how to properly create a schedule and how to develop the habits to help you succeed! This will not only be a great webinar for new agents learning to adapt to a straight commissions business, but a wonderful refresher for everyone in the field!
OG is joined by 3 of Equis' Top Producers: Connor Jones, Claudia Mathieu, and Russ Tessman. Each will be detailing which platform they prefer and how they have been able to continue their successes via virtual client meetings!
Director of Operations & Technology, Tabitha Evans, will be walking us through the Equis Dashboard, highlighting essential tools for agents and builders! She will also be talking with Bill about what is new in our technology platform as well as providing an update and sneak preview of new features coming our way!
Bill Martin OG interviews 2 very special guests from GPM. Joined by Chief Underwriter Nick Reed & VP of Business Development Terri Rathamel, the focus is on everything you need to know to get more of your business issued! This includes do's and don'ts, what underwriters are looking for, and when it makes more sense NOT to submit an application!
Bill Martin OG discusses basic field underwriting, including proper product selection. He's got the magic recipe and shares a very simple process to help you through that initial phase of deciding which products to write and why!