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Insurance Sales Training 


Table of Contents

Part 1: The Foundation

 


Foreword
………………………......................................................................................... 7


Chapter 1

Power Start™ Checklist................................................................................................. 10


Chapter 2

Basic Product Knowledge..............................................................................................11

Term & Permanent Life Insurance..........................................................................11

4 Key Differences (Banks Programs, Traditional Insurance & Mortgage Protection).........................................................................................................................12    

   8 Optional Benefits.......................................................................................................14

     Coverage Amount & Term.........................................................................................15

       Transitioning When Unhealthy...............................................................................16


Chapter 3

Mastering The Phone-Finding The Diamonds In The Ruff......................................18

Script..............................................................................................................................18

Detours..............................................................................................................................19    

   Objective of the Call......................................................................................................21

     Getting Past the Objections to Setting the Appointment.....................................24

      Create Desire For Your Help..............................................................................22

              Find the reason they filled out the card.........................................................26    

                  Adding Value-Planting Seeds......................................................................26

                      Create Urgency...........................................................................................28

                       Prospect Responses...........................................................................28

                             Prequalify their health status ...........................................................31    

                                   Prequalifying Questions................................................................31

                                   Confirm time window & prequalify their not broke..................32

                                          Objections..................................................................................34

                                           When To Call........................................................................35



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