Need a training video with someone who already has a whole life policy. Or term. Just a policy. So I can figure out how to overcome it. All of my clients so far have had policies
If you are contracted with the right carriers you may be able to get better rates or more coverage for same rate. Build trust and rapport, call their current carriers to see what the policies actually are before you move forward...
That’s a great thing! That means they’re believers in life insurance. Ask them if they have the type or old type of insurance ? 10/9 times we can upgrade what they have already
@@titonothere6179 Exactly! They already believe in it and most often times they got sold an accidental-only death benefit and/or it has a 2 year wait period which may include increases in prices. So you just ask them for their policy so you can review it.
Dan, what kind of paper application were you using during the interview? And where can one find a copy? That was good I felt, while you were asking all these questions. And are the questions on the paper also or do you have to know what to ask the clients?
I quote them first. I show them the max amount they would qualify for first and work with them to get a benefit put in place that will fit their budget.
As soon as he said "my wife is better than me at this," I would have felt like I should have been talking to his wife in the first place. "She would do a better job at helping me if I am hearing you correctly..." If I am spending my hard-earned money, I want the best person in the agency to help me! Sugar mama comment would have turned me off as well. Otherwise, a nice, clean presentation. The daughter did an amazing job as well!
my friend printed an FBI card off line- showing someone a printed lic is a joke- You need to show it to them from the actual website of the state! No offense mate- you gotta get with the times
I do this first when introducing myself. I show my license, producer's license and I already have the website pulled up on my iPad so they can confirm I am who I say I am.
Dan is a rock star on Final Expense
Straight to the point and you didn't talk much about you. I'll definitely rewatch this.
I saved it too. So, I can watch it again and again.and implement the great points. Thanks you to your daughter for her assistance.
Hell of a presentation. I was ready to buy watching this
Excellent presentation..!! Simple & to the point.
Thank you for sharing! Very helpful. I love how everyone in this company is so supportive 🙏😊
Great! Many points to learn from your presentation. This for sharing!
Great presentation! Smoothe with a great flow, very calm and centered. Thank you!
Thank you for sharing this presentation. I love your bond with your daughter 👍
I really liked how you acted out exactly what you said to the client, I will keep looking at your videos cause there realistically
Great Presentation !
Awsome presentation
Thank you for this! 😁
Great presentation! Definitely saving this one to rewatch!
Same!
SAME
Killing it!
Such a cute family
Great presentation
I appreciate the customer being resistant to sharing her social security number, but confused by the “free” marketing tactic to get in the house.
Thank you for this, starting out in this company and wondering how in home sales goes.
Need a training video with someone who already has a whole life policy. Or term. Just a policy. So I can figure out how to overcome it. All of my clients so far have had policies
Were they looking to supplement their coverage or save money for what they’re currently spending. (Find them a new policy)
If you are contracted with the right carriers you may be able to get better rates or more coverage for same rate. Build trust and rapport, call their current carriers to see what the policies actually are before you move forward...
That’s a great thing! That means they’re believers in life insurance. Ask them if they have the type or old type of insurance ? 10/9 times we can upgrade what they have already
@@titonothere6179 Exactly! They already believe in it and most often times they got sold an accidental-only death benefit and/or it has a 2 year wait period which may include increases in prices. So you just ask them for their policy so you can review it.
Dan, what kind of paper application were you using during the interview? And where can one find a copy? That was good I felt, while you were asking all these questions. And are the questions on the paper also or do you have to know what to ask the clients?
Do you do quotes first or the application first?
I quote them first. I show them the max amount they would qualify for first and work with them to get a benefit put in place that will fit their budget.
As soon as he said "my wife is better than me at this," I would have felt like I should have been talking to his wife in the first place. "She would do a better job at helping me if I am hearing you correctly..." If I am spending my hard-earned money, I want the best person in the agency to help me! Sugar mama comment would have turned me off as well. Otherwise, a nice, clean presentation. The daughter did an amazing job as well!
Can you use this script on internet life leads?
what is a person isn't comfortable paying today, they want the payment to come with their other bills?
“She” already had a lot of money. Would that not cause push back?
Does she want to pay it all with savings or make small monthly payments? Cash value, living benefits, blah blah blah. 🖖🏼
If someone tells me they thought it was free I'm paying for it myself. Jk lol
my friend printed an FBI card off line- showing someone a printed lic is a joke- You need to show it to them from the actual website of the state!
No offense mate- you gotta get with the times
I do this first when introducing myself. I show my license, producer's license and I already have the website pulled up on my iPad so they can confirm I am who I say I am.
you visit people without a mask? no one gonna open door
smh