STYLE
TRANSACTIONS TO LOOK FOR
THE ART OF PROFILING
ASKING FOR THE BUSINESS
5 KEYS OF THE PERFECT PRESENTATION
100

WHAT DOES THE S STAND FOR IN STYLE REGARDING TO CD'S & ANNUITIES 

WHAT IS SAFETY

CD'S=FINANCIAL STRENGTH OF BANK & FDIC INSURED 

ANNUITIES=FINANCIAL STRENGH OF THE INSURANCE CO, LEGAL RESERVE 

100

WHAT IS THE TWO TERM PRODUCTS  WE OFFER AT TFS 

WHAT IS A CD AND ANNUITY 

100

WHAT IS FOUR POSITIVE BODY LANGUAGE'S 

EYE'S, FACE, HANDS, & POSTURE  


100

WHAT IS THE FIRST STEP OR ACTION OF ASKING FOR THE BUSINESS

WHAT IS THE IMPACT OF A SMILE  

100

WHAT IS THE FIRST KEY OF PERFECT PRESENTATION 

WHAT IS CHECKING IN 

FOR UNDERSTANDING & AGREEMENT 

200

WHAT DOES T STAND FOR IN STYLE FOR CD'S & ANNUITIES 

WHAT IS TAX TREATMENT 

CD'S=TAX TREATMENT (1099)

ANNUITIES= TAX DEFERRED 

200

WHAT IS A HOLDING PLACE FOR LARGE SUMS OF CASH 

WHAT IS A CHECKING OR SAVINGS ACCOUNT 

200

WHAT ARE CLOSED-ENDED QUESTIONS 

*REQUIRE A YES OR NO ANSWER 

*SOLICIT A SPECIFIC REPSONSE

*SOLICIT FACTUAL, RATHER THAN EMOTIONAL ANSWERS 

200

WHAT IS THE SECOND STEP OR ACTION FOR ASKING FOR THE BUSINESS

WHAT IS EYE CONTACT 

200

WHAT IS THE SECOND KEY TO THE PERFECT PRESENTATION 

WHAT IS THE USE OF VISUALS 

300

WHAT DOES THE Y STAND FOR IN STYLE REGARDING TO CD'S & ANNUITIES

WHAT IS YIELD

CD'S=2X COMPOUND OF ENTEREST

ANNUITIES= 3X COMPOUND OF PRINCIPAL & INTEREST 

300

WHAT IS A RETIREMENT PLAN 

WHAT IS A 401K OR PENSION 

300

WHEN DO YOU USE CLOSED-ENDED QUESTIONS 

USED TO OBTAIN GENERAL INFORMATION / PROFILE OF CUSTOMER 

300

WHAT IS THE THIRD STEP OR ACTION OF ASKING FOR THE BUSINESS 

WHAT IS ACKNOWLEDGEMENT

300

WHAT IS THE THIRD KEY OF PERFECT PRESENTATION 

WHAT IS LISTENING WITH EYES AND EARS 

400

WHAT DOES THE L STAND FOR IN STYLE REGARDING TO CD'S & ANNUITIES

WHAT IS LIQUIDITY

CD'S= INTEREST ONLY 

ANNUITIES= 10% OF ACCOUNT BALANCE 

400

WHAT IS AN INHERITANCE 

WHAT IS A REFERRAL OPPORTUNITY 

400

WHEN DO YOU USE OPEN-ENDED QUESTIONS 

USED TO UNCOVER FACETS OF CUSTOMERS LIFE , BACKGROUND AND PERSONAL INFORMATION 

400

WHAT IS THE FOURTH STEP OR ACTION FOR ASKING FOR THE BUSINESS 

WHAT IS A WARM GREETING 

400

WHAT IS THE FOURTH KEY TO THE PERFECT PRESENTATION 

WHAT IS THROW ANCHORS INTO YOUR PRESENTATION 

500

WHAT DOES THE E STAND FOR IN STYLE REGARDING TO CD'S & ANNUITIES

WHAT IS ESTATE

CD'S=POD'S 

ANNUTIES=BENEFICIARY'S WITH MORE FLEXABILITIES 

500

WHAT IS A CUSTOMER COMPLAINING ABOUT PAYING TAXES ON INTEREST EARNED  

WHAT IS A TAX DEFFERED ANNUITY  

500

WHAT ARE THREE BENEFITS OF ASKING EFFECTIVE QUESTIONS WHEN INTERACTING WITH OUR TFS CUSTOMERS

1. CUSTOMERS TRUST US MORE WHEN WE EXPRESS INTEREST IN THEM

2. THEY RESPECT US FOR ASKING ABOUT THEM AND THERE NEEDS

3. THEY FEEL IMPORTANT 

500

WHAT IS THE FIFTH STEP OR ACTION OF ASKING FOR THE BUSINESS 

WHAT IS USING THE CUSTOMERS NAME 

500

WHAT IS THE FIFTH KEY TO THE PERFECT PRESENTATION 

WHAT IS THE HARNESS THE POWER OF EXPECTANT THINKING