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Running Appointments

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

Life Lead Final Expense Flip Chart

Use this Flip Chart presentation when running Final Expense Life Lead appointments. Download Powerpoint Presentation here: https://docs.google.com/presentation/d/1IMO74Bj0OZbylXE81330YCKQbQYMoBzz/edit?usp=sharing&ouid=105680949208610471948&rtpof=true&sd=true

Appointment 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 Guide

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

Value of Mortgage Protection Infographic

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

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.

Appointment 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!

Emergency Contact List

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

Documents
Training Videos

Training Videos

Hi Hello Demo - Setting Up Your Account

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.

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.

Finding the "Why"

Presenter: Christian Pounder

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.

Final Expense Life Lead Flip Chart Presentation Ft. Nick & JB Burns

8.7.2025 Gold Standard Coaching Call Recording -- Nick & JB Burns presenting the Final Expense Life Lead Flip Chart

12.13.2021 - Daily Coaching Session

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

11.10.2021 - Daily Coaching Session

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

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.

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.

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.

2.9.2022 - Daily Coaching Session

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

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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