PRESO
How long should an average presentation take? not including filling out paperwork, just the actual preso?
15-20 minutes
Josh does not have any appointments or enrollments on Tuesday. How many walk-ins should he be able to do that day, minimum?
20
How long on average should a sit down with an employee take?
Roughly 15 minutes
Depending on the industry may have to be less or can be longer but 15 is good average/
What is the waiting period for any cancer policy?
30 days
How does an employee who takes out coverage during a virtual enrollment sign a triplicate?
It will be sent through docu-sign. You can track it. Then fill out a triplicate form for your records, marking it virtual.
For the cancer endurance and accident protector max, how many additional payouts should you mention besides the ones listed in the presentation?
At least an additional 3-4
When training someone, in between walk ins, what should be happening in the car?
Windshield Training.
What should 1 out of every 4 employees getting life insurance expect?
A quality call.
What is the maximum amount of coverage available for the 10RCW?
What is the minimum amount of GT100 able to be offered?
$2,500
Can an office manager be presented to and fill out the closing paperwork if you cannot get the doctor or owner?
yes, as long as he/she has the authority.
On average how long should be spent on report building with the DM before hitting them with the script?
90 seconds or less.
A pre-tax policy is $24.00. How much would you tell an employee to expect out of their normal take-home pay?
$20.00
Mark has the APM, and wants to add individual coverage for his wife on the policy. Is her policy pre or post tax?
Post-Tax
What are the two ways someone can be paid when filing an accident claim?
Direct Deposit or by check
On the "how it works" slide, what is the most important piece of information you NEED to mention?
"All that we ask is any employee who engages in additional coverage other than the two complimentary benefits, that you allow those deductions to go through payroll. That way the employee can get the pre tax benefits and the company can save on payroll taxes"
ALLOW DEDUCTIONS TO BE DONE THROUGH PAYROLL
What is a golden ticket?
When you get a referral, but they vouge for you on the back of one of their business cards to bring to the referred business.
Martha is an employee at ABC Plumbing. She loves the GT100 and wants it for her mother. Are we able to help cover her mother?
Yes. However, it would not be the GT100 unless her employer is a client. Yet, we can enroll her mother on the individual market.
What is the maximum accidental death benefit allowed when attached to the GT100?
$200,000
What two industries did Liberty National service prior to 1900 and why did it change?
It was life insurance and also funeral services. The government said it was a monopoly and had to choose one or the other.
Gary is about to present to Martha, but she mentions that Jack, her business partner, is also going to have a say in the decision. What should you do before moving forward?
See if Jack is available to sit down as well.
When working with a zip code, how do you make sure you don't walk into a business that is already a client?
Compare your leads to the "all accounts list"
Make sure that your Eapp is synced, make sure you have the roster and policies ready to access.
How many policies are available when enrolling in South Carolina not including the 2 complimentary?
9 policies
GT100, 10RCW, CLP, CE, CC, CIP, APM, ICP, Modified Life
What is the net annual premium needed for an AGENT to qualify for convention?
$120,120 NET