ALL VIDEOS

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In-Home Presentation With Bill Martin OG

Executive Vice President of Sales 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.

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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!

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JumpStart Live! - Live Dials

Join Executive Vice President of Sales Bill Martin OG for a Live Dial session!

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JumpStart Live! - Live Dials

Join Executive Vice President of Sales Bill Martin OG for a Live Dial session!

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How to Handle the "Shop Around" Objection

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

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The Critical Period

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

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Nick Theodore In-Home Presentation Analysis

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

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How to Illustrate Living Benefits with the NLG IUL Product

Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to use the NLG illustration software.

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Living Benefits Sales Presentation - Part 1

Vice President of Advanced Markets 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 2: Example 2

Vice President of Advanced Markets 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 Advanced Markets Bill Martin 2.0 demonstrates how to conclude the Living Benefits sales presentation.

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Equis Marketing: Set Up Your Profile

Your emails are designed around you, so you really shine! Watch the video to see how to add your .JPG portrait and all your contact information.

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Equis Marketing: Add Your Contacts

Next, you need to add your contacts. You can add contacts one-at-a-time or all-at-once by importing them from Outlook, Gmail, or a .CSV file. Just watch the video and see how!

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Equis Marketing: Tracking & Saving Messages

Use the Tracker to evaluate the performance of your message. Did they open your email? Click on a link? Create ‘Saved Messages’ to save time and use your favorite messages over and over again.

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Equis Marketing: Automated Marketing Campaigns

Ever wished you could queue up 3 or 5 messages to send to the same contact or group of contacts? Automated Campaigns allow you to do just that. Add the messages. Set the intervals. Pick your contacts. Click ‘Start Campaign’. It really is that easy!

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Bill Martin OG & Nick Theodore - Final Notice Mailing System

Final Notice Mailing System with Nick Theodore and Bill Martin OG

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In-Home Presentation Analysis

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

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Setting the Appointment - Live Dials with Rob Jones & Mike Coe

Executive Vice President of Agency Development Rob Jones & veteran agent Mike Coe illustrate what to expect when calling leads by making live dials!

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JumpStart Live! - Live Dials

Join Executive Vice President of Sales Bill Martin OG for a Live Dial session!

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How to Handle Budget Objections

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

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How to Handle a "Think About It" Objection

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

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How to Sell Payment Plan Options

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

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How to Illustrate Living Benefits with the Ameritas IUL Product

Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to use the Ameritas illustration software.

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Setting an Appointment for a Living Benefits Presentation

Vice President of Advanced Markets 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 1

Vice President of Advanced Markets Bill Martin 2.0 walks you through the Living Benefits In-Home Presentation.

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

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

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Equis Marketing: Create Your Account

The first step is to Sign Up using the Equis Marketing link on your Agent Dashboard. Your Basic Plan for Equis Financial Marketing is $55. With it, you can add up to 2,500 contacts and email them as often as you like. If you have more contacts or need additional features, you can upgrade to one of our larger capacity plans. View our Plans & Pricing here: https://equisfinancialmarketing.com/pricing

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Equis Marketing: Activate Your Webpages

With your profile complete, it’s time to launch your webpages. Here’s the walkthrough to set them up, get them to compliance, and get them live quickly.

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Equis Marketing: Send Your First Email

Send Your First Email This is the fun part! Watch the video to see exactly how to use the email templates.

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Equis Marketing: Opt-In Forms & Autoresponders

Create an opt-in form in seconds, and have a pre-created email sent immediately upon verification. It’s fast, it’s easy, and it’s a great way to grow your contact list.

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Americo E-App

Americo representative Will Coatney walks you through their E-Application, which highlights the email signature process!

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