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STEP 5

STEP
6

STEP 7

LEARN HOW TO HELP FAMILIES

Watch virtual appointments from start to finish, as well as appointment breakdowns from virtual coaches.

Watch Archived Daily Coaching Session Highlights on Running Appointments

Watch Archived Daily Coaching Session Highlights on Overcoming Objections

(1/2) Term Life Sale: Watch Noell Hughes run a virtual appointment from the time she gets her clients on camera, determining the best product for them, to the transition of filling out their application.

(2/2) Whole Life Sale: Watch Noell Hughes transition to the Needs Analysis for a critical time period sale. 

*Noell used the same techniques from the Term Life Sale appointment up until the transition to the Needs Analysis.

(1/2) Virtual Coaches Analyze Term Life Sale: Virtual coaches watch and break down Noell's Term Life Sale appointment to help you understand the ins and outs of WHY Noell does and says particular things during her appointment.

(2/2) Virtual Coaches Analyze Whole Life Sale: Virtual coaches explain why Noell transitioned into the critical time period presentation during her virtual appointment.

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.

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.

Download Mortgage Protection Needs Analysis

  • Download the Mortgage Protection Needs Analysis to utilize during your appointments!

Download Final Expense Appointment Flip Chart

  • Download the Flip Chart to utilize when working with Final Expense leads.

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