When first getting into cash value life insurance, we tend to overcomplicate things. Basically what we sell are burgers fries and shakes, which equals to term, whole life and index universal life, and index annuities. When listening to clients concerns, and mapping out their financial needs, the solution should be in at least one if not more of these options. Each one by themselves is fine, but to be able to combine two or more to a client creates more value, a client for life, and referrals. So make sure you get them that combo meal!!

Having the slides and having the words to the presentation for a client and for a recruit are absolutely the most important thing to have from day one. Branding aside knowing what to say, and when to say it, and how to say it, will get you paid faster than any training or research you do. Attached is a PowerPoint containing lights for both the client appointment and recruiting interview along with the scripts.https://docs.google.com/document/d/1KkYJZckFDkWfrp4shO5off3wnstr9ixBT9zeda97E8c/edit?usp=drive_linkhttps://docs.google.com/presentation/d/1aetNNvsWKlNQUXg39zyca9WqLfucBGP4Tz7zepsYtJY/edit?usp=drive_link

I help people in the Cash Value Life Insurance industry who, like me, invested in a firm but received little to no guidance on how to be profitable without waiting around for leadership.