Prospecting Script
What does the crowd think?
Draw out the term Hustle - doesn't have to explain it
What do the MD's think?
What do you do? (while prospecting)
Term
GUL
Permanent
3 directs
3 apps
3k points
Invite your friend to a BOM
80%, 15%, 5%
I don't have time (while prospecting)
Compare to Powerpoint
What are 3 of the living benefits NLG offers
Terminal
critical illness
critical injury
chronic illness
Alzheimer's
Scenario: You're an associate and you help out a family. You write 3 applications of $50 each, How much do you make?
Write it out and explain
$720
Do the Follow up script for a prospect that was a no show to the BOM
What do the MD's think?
Make sure they take away the invite and do an individual RI if they didn't show up to BOM
Draw out and explain the GUL hustle presentation
MD's?
I already have 2 jobs (while prospecting)
Compare to Powerpoint
Explain the DIME method and examples of each
Debt
Income
Mortgage
Education / Legacy
How do you get promoted to Director? Traditional route and Greatness Path?
write it out and explain it
30 - 30 - 60k
25 - 25 - 25k
Do the 3 sets of eyes
Opportunity: give examples
Ref: word of mouth works, give examples
Yourself: set the tone
Do both Annuity and places to invest their money Tic Tac Toe
Omar?
I want to think it over (while in an RI)
slide 23
Explain
PERCS in an IUL
Protection
Emergency
Retirement
College
Savings
How many levels deep and wide do you get in Generational Override?
Explain the percentages of each.
7 levels deep and unlimited wide
10%
5%
4%
3% - 1% - 1% - 1%
Explain the Non-Licensed route to your newest agent.
Pros : keeps promo, fast, 100% pts, experience, moral authority
cons: don't get paid
explain: credibility and trust
Draw out and explain the 401k presentation's first part
why 401k got started
59 1/2 rule
73 rule
why will taxes be higher
I don't have the $199
slide 19
What are the 5 homes of money?
Bank accounts
Stock/Bonds / mutual funds
qualified assets / 401k / IRA
Real Estate
Life Ins.
Scenario: You're an SMD.
2 of your MD's hit level 1 GEB with minimum points required.
Your also hit GEB level 1, but write 10k personal points. Your override leg for the points is an FA.
How much did you make that month if it all paid points?
6,000 on MD's override
7,700 on personal
4,050 on baseshop override
Total = $17,750