A life insurance contract is a legally binding document. Whether you're using your policy to set up inheritance, build wealth, or create a source of cash, it's important to read the documentation carefully. Policy Schedule (Data Section) The policy schedule is a document that outlines the key details of a life insurance policy, including the policy term, the amount of coverage, the premiums, and the beneficiaries. The policy schedule is typically included as the first page of the policy and will show you key details about your policy. Be sure to verify all details are correct. The Policy Number The policy number is one of the most important pieces of the policy schedule and is typically found on the first page. It is important to keep your policy number handy, as you may need to refer to it when making changes to your policy or filing a claim. Definitions The definitions explain key policy terms in plain language. Life insurance policies in their entirety can seem confusing, but the listed definitions will help you decipher exactly what the insurance company is communicating in the policy language. Some common definitions found in a life insurance policy include: - The “insured” is the person whose life is covered by the policy. - The “policyholder” is the person who owns the policy and pays the premiums. - The “beneficiary” is the person or persons designated to receive the death benefit. - The “death benefit” is the amount of money payable to the beneficiary upon the death of the insured. - The “premium” is the amount of money the policyholder must pay to the insurer in order to keep the policy in force. - The “cash value” is the amount the living may return the policy for. - The “policy term” is the length of time for which the policy is in force. - The “exclusions” are events or circumstances that are not covered by the policy. - The “limitations” are restrictions on the amount of the death benefit that may be payable. These are just some of the common definitions found in a life insurance policy. Other terms and definitions may vary depending on the specific policy and the insurer. It’s important to carefully review your policy and understand all of the terms and conditions before purchasing a life insurance policy.

Date: October 14 Presenter: Manny Topic: How to Conduct Appointments for Clients with a $600/Month Budget Meeting Overview: Manny delivered an insightful presentation on effectively engaging with clients who have a budget of $600 per month. The session focused on tailoring presentations to meet client needs, maximizing value, and closing deals successfully. Key Highlights: 1. Understanding Client Needs: 2. Tailoring the Presentation: 3. Overcoming Objections: 4. Closing Strategies: 5. Resources and Tools: Action Items: • Review the Provided Materials: • Watch the recorded presentation to reinforce your understanding. • Download and familiarize yourself with the shared documents and checklists. • Implement the Strategies: • Apply the techniques discussed in your upcoming client appointments. • Engage with the Team: • Share your experiences and any challenges on the Skool community forum. Upcoming Support: • Q&A Zoom Session Tomorrow: • Date: October 15 • Time: 12:00 PM • Zoom Link: Join the Q&A Session (Link to be provided) Important Dates to Remember: • 10/22: Million Dollar Baby Event • Hosted by Brooke and Lailah. • 10/23 & 10/24: TFA Crash Course ($350) • Contact your broker if you’re interested in attending. • 12/15: TFA Christmas Party • Save the date—it’s going to be a memorable Sunday! ❤️ Final Thoughts: A big thank you to Manny for sharing his expertise and to everyone who attended. Let’s leverage these insights to enhance our client interactions and achieve our goals. If you have any questions or need further assistance, don’t hesitate to reach out or stop by during office hours. Stay motivated, and let’s make this week a great one!

I know we are all eager to contact past clients, new clients (people who don't know they will be our clients), family members, friends, and referrals. How are you approaching them? To get an appointment?

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Question; According to TFA Quick Start Guide on Signal Platform Registration video, I am supposed to receive an email with an invitation. How do I request it? In addition; the percentage is still 0%. I already saw all of the videos. Should it show 100% complete?