Launch Life Insurance Category
(~5 min.) Learn the two critical aspects of understanding your clients’ goals around education planning and questions you can use on this topic in your fact finding meeting.
(~6 min.) Jim talks about how having paid-up life insurance in place during retirement allows you to make different choices in the 4th quarter of your life.
(~8 min.) Use these videos to help strengthen your beliefs in life insurance – and then create the language that you can use to convey those beliefs in a clear, concise and compelling way.
(~13 min.) Learn the two goals of the Survivor Income section of the fact finder and how to accomplish both. You will also learn how to “hold up the mirror” and get agreement on this need before moving forward to help overcome potential misconceptions about the amount of need.
(~7 min.) The first 3 aspects of the prospecting system are the most fundamental and arguably the most impactful. You must know your number and know where you stand relative to that number throughout every single day. When it come to language, it’s always easier to replicate than to innovate.
(8 min.) Delayed gratification is not easy. That is why the role of the rep is so significant. As an advisor, your must work to manage human behavior. Your job is to help bring the future to the present and bring a sense of urgency to saving money and planning.
(~8 min.) Use these videos to help strengthen your beliefs in life insurance – and then create the language that you can use to convey those beliefs in a clear, concise and compelling way.
(~3 min.) It is an advisors responsibility to do the right thing for their clients throughout all stages of their life. It’s the only way you can truly help your clients build a bulletproof financial plan!
(~8 min.) Taking the time to ask the right questions, seeking to truly understand what is important to a prospect, and helping them answer the question “How much life insurance do I need?” is one of the most important aspects of the work you do.
(8 min.) This module will not only help you build your own personal conviction for this cornerstone of any solid financial plan, but also help you convey your beliefs with powerful and compelling language.