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Presenting like a PRO
The only Presentation You Will EVER NEED!
What you need to get started (1:45)
How do I get the conversation started? (2:27)
Inflation is KILLING your money! (3:04)
The 2 Risks you will face (7:33)
Fortune is in the Follow Up (2:19)
Expanded FIN Presentation (14:54)
Mastering MorningStar (21:41)
Life Insurance Conversation
Generational Wealth (6:25)
Why Primerica Life Insurance (5:02)
Single Person with No Life Insurance (5:08)
Married/With Kids and no Life Insurance (2:27)
Only Group Life Insurance (6:26)
People with Cash Value Insurance (5:42)
Customizing the Term Policy (23:36)
Closing Questions (12:05)
Overcoming Objection for Someone without Insurance (12:59)
Explaining How We Are a Clients Best Option
Where Do You Want Your Money (4:09)
What Product Do They Really Want To Sell You (0:41)
Who Cares More About Your Money (1:20)
Client Follow Up (0:51)
Recruiting Conversation (3:05)
Do You Know How a Mutal Funds Works (6:06)
Mutual Fund Presentations
Do You Know Your FIN?
Mutual Fund Presentation - Matt Hackman (13:30)
Mutual Fund Presentation - Mike Devos (18:03)
Theory of Decreasing Responsibility (7:34)
3 Types of Risk (2:36)
Don't Put all Your Eggs in One Basket (2:59)
Hitting The Goal (0:37)
Who Is In Your Corner (2:14)
Buying Chickens (2:16)
Mutual Fund Presentation - Omar
1. Rule of 72 (5:49)
2. Diversification (6:20)
3. Life of a Stock (4:28)
4. 3 Examples (7:25)
5. How it works (16:25)
How to Handle Challenges on an Appointment
Attention Deficit (1:19)
How To Disengage (3:05)
Interrupted Spouse (3:57)
Only One Spouse Home (1:04)
Prospects Have Limited Time (3:06)
Prospects Not Interested (7:04)
Financial Needs Analysis (FNA)
Jon Lavin - FNA Training (76:12)
FNA Data Pickup (25:10)
FNA Input Form
Sample FNA
Financial Wellness Workshop
Introduction to The Workshop (46:57)
Example Workshop (59:52)
Resources For Workshop
Course Completion
Next Step (0:36)
Don't Put all Your Eggs in One Basket
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