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In-Home Presentation With Bill Martin OG
MORTGAGE PROTECTION
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.
In-Home Presentation Analysis
MORTGAGE PROTECTION
Executive Vice President of Sales Bill Martin OG gives some additional insight on his in-home presentation.
Rob Jones' In-Home Presentation
MORTGAGE PROTECTION
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!
Setting the Appointment - Live Dials with Rob Jones & Mike Coe
MORTGAGE PROTECTION
Executive Vice President of Agency Development Rob Jones & veteran agent Mike Coe illustrate what to expect when calling leads by making live dials!
JumpStart Live! - Live Dials
MORTGAGE PROTECTION
Join Executive Vice President of Sales Bill Martin OG for a Live Dial session!
JumpStart Live! - Live Dials
MORTGAGE PROTECTION
Join Executive Vice President of Sales Bill Martin OG for a Live Dial session!
JumpStart Live! - Live Dials
MORTGAGE PROTECTION
Join Executive Vice President of Sales Bill Martin OG for a Live Dial session!
How to Handle Budget Objections
MORTGAGE PROTECTION
Executive Vice President of Sales Bill Martin OG demonstrates how to handle budget objections during the in-home presentation.
How to Handle the "Shop Around" Objection
MORTGAGE PROTECTION
Executive Vice President of Sales Bill Martin OG demonstrates how to handle the "We need to shop around" objection during the in-home presentation.
How to Handle a "Think About It" Objection
MORTGAGE PROTECTION
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.
The Critical Period
MORTGAGE PROTECTION
Regional Manager Pete Beckman explains the importance behind "The Critical Period" concept.
How to Sell Payment Plan Options
MORTGAGE PROTECTION
Executive Vice President of Sales Bill Martin OG demonstrates how to position payment plan options during the in-home presentation.
Nick Theodore In-Home Presentation Analysis
MORTGAGE PROTECTION
Executive Marketing Director Nick Theodore gives some additional insight on the in-home presentation.
Proteccion Hipotecaria, Presentación en el Hogar
EQUIS LATINO
Ruben Basurto demuestra cómo conducir la presentación de protección hipotecaria en el hogar.
Proteccion Hipotecaria, Análisis de la Presentación en el Hogar
EQUIS LATINO
Ruben Basurto ofrece información adicional sobre su presentación en el hogar.
Explaining the Difference Between Increasing and Level Death Benefits
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to clear the confusion for clients and
Permanent Insurance
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to explain the difference between Increasing & Level Death Benefits.
Setting an Appointment for an Annual Review
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to set an Annual Review appointment.
Setting an Appointment with an Emergency Contact List Prospect
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to set an appointment with an Emergency Contact List Prospect.
How to Illustrate Tax-Free Income with the F&G IUL Product
EQUIS ADVANCED
The power of creating tax-free income through IULs and investment can be complex. Learn the keys to an effective and simplified IUL Illustration on EXACTLY what information should be shared with your potential clients from a true industry leader, Vice President of Advanced Markets Bill Martin 2.0!
Selling an IUL After a Mortgage Protection Appointment
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 discusses how to increase customer loyalty by providing continued value to your clients. Planting seeds during your mortgage protection appointments ensures your return to the home, allowing you to help your clients overcome their retirement battles!
What Is an Annuity?
EQUIS ADVANCED
You’ve heard the term “Annuity,” but are you unsure of what exactly that means? Don’t fear, Vice President of Advanced Markets Bill Martin 2.0 is here to clearly describe and illustrate the nature of annuities and how they operate!
Indexed Annuity Versus IUL
EQUIS ADVANCED
Join Vice President of Advanced Markets Bill Martin 2.0 as he explores and answers the common question, “When do I use an Indexed Annuity versus an Indexed Universal Life policy for somebody that is looking to save some money?” Compare and contrast these savings strategies to find the BEST solution for your client!
F&G Annuity Illustration Software
EQUIS ADVANCED
Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through F&G’s Indexed Annuity Illustration software and ensures that you hit on all applicable areas in order to show your clients their potential gains with an Indexed Annuity!
Introducing F&G
EQUIS ADVANCED
Join Senior Vice President of Advanced Markets Pete Lee and Vice President of Advanced Markets Bill Martin 2.0 as they welcome Emily Scanlon from Fidelity & Guaranty Life to introduce the robust product portfolio and incredible story of F&G to The Agent’s Company!
Tax-Free Income: From Lump Sum to IUL
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 explains how to help a client who wants to place a lump sum of money into an IUL product in order to generate a tax-free stream of income down the road.
Indexed Interest Credting
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 answers the common question, “How do I explain to a customer how they make money depending on the performance of a particular index?”
Tax-Free Income Solutions In-Home Presentation (IUL)
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 demonstrates the Tax Free Income In-Home Presentation.
How to Illustrate Tax-Free Income with the NLG IUL Product
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to use the NLG illustration software.
Client Strategy Preferences
EQUIS ADVANCED
Regional Manager Pete Beckman explains what clients like and don't like about financial strategies.
Suitability
EQUIS ADVANCED
Senior Vice President of Advanced Markets Pete Lee and Regional Manager Pete Beckman review the importance of qualified vs. non-qualified accounts.
Annuity In-Home Presentation
EQUIS ADVANCED
Using the 3 Neighborhoods of Money. Regional Manager Pete Beckman demonstrates how he approaches the In-Home Presentation.
The Benefits of a Surrender Charge
EQUIS ADVANCED
Regional Manager Pete Beckman explains the various benefits of a surrender charge.
The Three Neighborhoods of Money
EQUIS ADVANCED
Regional Manager Pete Beckman explains the "Three Neighborhoods of Money" concept.
Who's Bearing the Risk?
EQUIS ADVANCED
Regional Manager Pete Beckman explains the difference in risk when investing in Fortune 500 Companies and individual financial advisors.
Account Value vs. Income Account Value
EQUIS ADVANCED
Senior Vice President of Advanced Markets Pete Lee and Regional Manager Pete Beckman look at the differences between Account Value and Income Account Value.
Accumulation vs. Distribution
EQUIS ADVANCED
Regional Manager Pete Beckman explains the differences between Accumulation and Distribution.
The Money Triangle
EQUIS ADVANCED
Regional Manager Pete Beckman explains "The Money Triangle", and how it applies to clients with fixed interest money.
Do's and Don'ts
EQUIS ADVANCED
Regional Manager Pete Beckman reviews the Do's and Don'ts of the Advanced Market.
How to Illustrate Living Benefits with the Ameritas IUL Product
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to use the Ameritas illustration software.
How to Illustrate Living Benefits with the NLG IUL Product
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to use the NLG illustration software.
Setting an Appointment for a Living Benefits Presentation
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to set an appointment for the Living Benefits presentation.
Living Benefits Sales Presentation - Part 1
LIVING BENEFITS
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.
Living Benefits Sales Presentation - Part 2: Example 1
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 walks you through the Living Benefits In-Home Presentation.
Living Benefits Sales Presentation - Part 2: Example 2
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 walks you through the Living Benefits In-Home Presentation.
Living Benefits Sales Presentation - Part 3: Unlimited Referrals With the Emergency Contact List
LIVING BENEFITS
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.
Living Benefits Sales Presentation - Part 4: Wrap-Up
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to conclude the Living Benefits sales presentation.
Equis Marketing: Create Your Account
EQUIS MARKETING
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:
Equis Marketing: Set Up Your Profile
EQUIS MARKETING
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.
Equis Marketing: Activate Your Webpages
EQUIS MARKETING
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.
Equis Marketing: Add Your Contacts
EQUIS MARKETING
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!
Equis Marketing: Send Your First Email
EQUIS MARKETING
Send Your First Email This is the fun part! Watch the video to see exactly how to use the email templates.
Equis Marketing: Tracking & Saving Messages
EQUIS MARKETING
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.
Equis Marketing: Opt-In Forms & Autoresponders
EQUIS MARKETING
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.
Equis Marketing: Automated Marketing Campaigns
EQUIS MARKETING
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!
Term Conversion Sales Presentation
EQUIS ADVANCED
Vice President of Advanced Markets Bill Martin 2.0 demonstrates the Term Conversion In-Home Presentation.
Americo E-App
MORTGAGE PROTECTION, FINAL EXPENSE
Americo representative Will Coatney walks you through their E-Application, which highlights the email signature process!
Bill Martin OG & Nick Theodore - Final Notice Mailing System
MORTGAGE PROTECTION, LIVING BENEFITS
Final Notice Mailing System with Nick Theodore and Bill Martin OG
F&G Life Illustration Software
EQUIS ADVANCED
Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through F&G’s Life Illustration software and ensures that you hit on all applicable areas!
Ameritas IUL Illustration Software
EQUIS ADVANCED
Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through Ameritas' IUL Illustration Software and ensures that you hit on all applicable areas!
Athene Annuity Illustration Software
EQUIS ADVANCED
Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through Athene's Indexed Annuity Illustration software and ensures that you hit on all applicable areas in order to show your clients their potential gains with an Indexed Annuity!
NLG Illustration Software
EQUIS ADVANCED
Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through NLG's Illustration software and ensures that you hit on all applicable areas!
