Prospecting/ recruiting
2 prospecting Do and 2 prospecting Don't
Do: Follow up with prospects, give everyone a chance to say yes or no, track prospecting result, respect people's opinion.
Don't: Pressure someone into making a decision, mislead or overpromise, represent the company poorly, use prospecting for misleading purpose
What is captain system?
10 invites, 3 show up, 1 gets started
What is ROP?
Return of Premium. term policy once it expires, the client gets refund on premium.
What is Facetime?
part of B.O.M. where everyone gets to meet each other. PHP associates welcome first time guests and introduce them to other individuals in the office.
Handle this objection:
Is it Sales?
Do you like sales?
Great, let's talk about it, what's the best number to reach you?
What's the easiest way to make money?
Help others make money
Difference between a Universal life policy and Index Universal Life?
Universal life: permanent life insurance, main purpose is insurance coverage.
Index Universal Life: Permanent policy with Cash Value
What is PHP system flow?
- meet spouse -business plan -top 25 -3 FT - 3BOM
- FLS -Life Class- Big Event
What are different types of Prospecting?
- cold market
-Warm market
- Social Media
- Family and Friends
What color is presidents club 100?
Beige
PG 42
If Suzzie has 500,000 dollars in a 401k and wants to rollover that money to an FIA what is your commission if the company pays you at 7.5% and you are a director...
$22,500
what is Scenario of Disaster?
PAGE 35
What is FORM
F- Family
O-occupation
R-recration
M-message
what are 3 levels of momentum?
create momentum
maintain momentum
advance momentum
PG 54
Explain 3 ways money grows
Fix
Variable
Index
4 areas to duplicate
1- scripts and how to make calls
2- recruiting interview
3- fast start appointment
4- field training presentation
pg43
What page is the 3 good quality script?
Page 29
4 Key things to do in Recruiting Interview
- Sell the dream
- Sell the crusade
- Sell the simplicity
- Sell the income potential
pg 101
what is RMD?
Required Minimum Distribution
What are 4 pillars of building a giant Hierarchy
1. recruiter mentality
2. fast start mentality
3. meeting mentality
4. teamwork mentality
PG 100