SCRIPTS
PROSPECTING SCRIPT
PAGE 18
WHAT DOES BMP STAND FOR
BRING MEETING TO PEOPLE
CON = TAXED
WHO ARE THE GUEST SPEAKERS FOR BIG EVENT AND GIVE ME 1 FACT ABOUT THEM
COACH K - DUKE COACH - AUTHOR - CHAMPIONSHIP WINNER
RAY LEWIS - #52 - RAVENS - ONE OF THE LINEBAKERS GOAT - MOTIVATIONAL SPEAKER
WHAT ARE THE REQUIREMENTS FOR MD?
3 MONTHS
50 RECRUITS
50 APPS
70K PAID POINTS
1 DIRECT DIRECTOR AND 1 DIRECT FA OR 3 DIRECT FA'S
15 LICENSED AGENTS LIFE TIME
Invitation script to the BOM -
Inviting your best friend Mary
Hey! how are you?
The reason why I am calling you is because I recently took a position with a company that I am really excited about! I am possibly making a career change and I want to get you opinion
P.g 26
NAME 5 OUT OF THE 10 DO'S FOR SOCIAL MEDIA ACCORDING TO THE PLAYBOOK
GET PROFESSIOANL HEADSHOTS
POST DAILY
POST STORY DAILY
CREATE OR CURATE
LIKE / COMMENT
CONNET WITH LOCAL INFLUENCERS
GIVE FREELY ASK RARELY
CONSISTENCY OVER QUALITY
JOIN ONLINE GROUPS AND LOCAL EVNETS PROMOTED ON SOCIAL MEDIA
EXCHANGE NUMBERS WITH PROSPECTS AND TEHIR SOCIAL MEDIA PROFILE
DRAW AND EXPLAIN THE 'TAX LATER" BUCKET
CON = TAXED LATER
DO THE ANNUITY TIK TAK TOE AND END IT WITH AN APPOINTMENT
yay or nay
BANKS - LOW INTEREST / SAFE
INVESTENTS - HIGH INTEREST / RISK
F.I.A. - SAFE / POTENTIAL FOR HIGH INTEREST
How do you transition from the Crusade to the FLS
this is our financial GPS
In order to find out how we can help you we need to find out where you stand today and we find out by doing this financial lifestyle strategy
Setting up a Field Training with your aunt and uncle Jose and Marlene Gaytan
Pg. 27
WHAT DOES ANY AGENT NEED TO COMPLETE TO QUALIFY FOR FAST START SCHOOL
1. MEET SPOUSE
2. BUSINESS PLAN
3. TOP 25
4. 3 FT AND 3 GUESTS
5. FLS
6. GET INTO LICENSING COURSES
7. REGISTER FOR BIG EVENT
PROS = NOT TAXED
CONS = NO WRITE OFF
FROM LIZZETE'S TRAINING - WHAT ARE 5 THINGS YOU CAN DO TO GET A MINIMUN OF 3-5 DIRECTS
YAY OR NAY
Explain the first 3 steps of the FLS
1. Increase Cash Flow - 99% of our clients become our business partners
2. Manage Debt - JUST READ IT
3. Long term Planning - help people retire with dignity and not rely on social security
3 GOOD QUALITIES SCRIPT
PG. 28
GOING WIDE = ?
GOING DEEP = ?
PRIMARLY = ?
SECONDARY = ?
PROFITABILITY
SECURITY
GO WIDE
GO DEEP
WHAT ARE THE DIABETES QUESTIONS FROM FORESTERS
AGE
HEIGHT
WEIGHT
HOW LONG HAVE THEY HAD IT
INSULIN ?
A1C LEVEL
HOW DO ANNUITIES AND LIFE INSURANCE FIT INTO A FINANCIAL PLAN FOR RETIREE'S
WITH LIFE INSURANCE = LIVING BENEFITS AND DEATH BENEFIT GOES INTO ESTATE
WITH ANNUITIES = LONG TERM CARE RIDER FOR LIFE TIME INCOME
What are Steps 4 , Steps 5, Step 6 in the FLS
4. Proper Protection - only have it thru work, pros and cons of insurance work, free review to find out if they have enough or paying too much
5. Emergency Fund - make more $ spend more $ , not the big purchases but the small purchases
6. Additional Services - living benefits
EXPLAIN WHY DO WE EDIFY
EDIFY ERIKA DEL TORO TO YOUR NEW BUSINESS PARTNER
BACKGROUND IN MORTGAGE AND REAL ESTATE
ONLY BOARD COUNSIL IN CA
RUNS A NATIONAL BUSINESS WITH 30 PLUS OFFICES NATIONWIDE
MENTORS THOUSANDS OF AGENTS
FOUNDER OF CONQUISTADORS
COACHED BY PATRICK BET DAVID
WHAT ARE THE LIVING BENEFITS WITH NLG AND EXPLAIN EACH WITH EXAMPLES
TERMINAL- PASS IN 24 MONTHS
CHRONIC- 2 OUT OF THE 6 ACTIVITIES - FOR AT LEAST 90 DAYS
CRITICAL ILLNESS/INJURY - HEART ATTACK /STROKE/ COMA / PARALYSIS
ALZHEIMERS - MENTAL SCORE FROM DOCTOR
YAY OR NAY
S.S.
MEDICARE
LTC - THIS ONE CAN DESTROY THE REST
401K/IRA
INCOME
ESTATE
TAXES
FROM GENE CHAPMAN'S TRAINING, WHAT ARE THE TOP 5 REASONS PEOPLE BUY ANNUITIES?
1. INCOME THAT COULD NEVER RUN OUT
2. STABLE MONTHLY INCOME
3. TAX DEFFERAL BENEFITS
4. LIMITED INVESTMENT RISK
5. GUARANTEED RATE OF RETURN