Name one life insurance carrier
MoO, TransAmerica, F&G,...
Name one form of prospecting.
Door Knocking, Phones, Warm Market, Seminars, etc...
What is the first step of the sales process?
The Warm Up
What does LTC stand for?
Long Term Care
Where can we quote Simplified Life, Med Supps, and dental/vision?
CSG
Who is our main hospital admission coverage carrier?
Aetna
What is a T65?
Someone turning 65
How many steps are in the sales process?
7
What are the two ways True Freedom Pays?
Agency hours and anytime hours
What tab can you find contact info for all carriers under?
Carrier Connections
Who had the highest market share for annuities in 2024?
Athene
What is the 3 foot Rule?
A prospecting strategy encouraging salespeople to initiate conversations with anyone who comes within three feet
What is the most important step according to Jeff Renaker
Fact Finding
What is the average monthly cost of a private nursing home in Florida?
7500-9500
What does COMRA stand for?
Color of Money Risk Analysis
What is the name of mountain range that also represents Silac's Product with the highest par rate?
The Denali
Whats the company average appointments per call for new agents?
1 in 10-15
What is John Oliver's 8th step in the sales process?
Set a go back
Name all 6 ADLS
bathing, dressing, eating, toileting, transferring, and continence
Name one carrier we can use through Business Builder
Allianz, John Hancock, Lincoln Financial, Nationwide, North American, Protective, Prudential, Sagicor Life, Symetra
A healthy 73 year old client wants 130K Perm life without paramed exams. What carrier and product would be a good fit?
Mutual of Omaha (IUL EXPRESS)
What is the pick up ratio for ASB Financial from 8AM- 9AM?
34%
What is the last question on the fact finder?
"Besides yourself, does anyone assist you with financial or insurance decisions?"
What kind of MA Plan is designed for those requiring care for at least 90 days?
I-SNPs
What does SAGE stand for?
Savings And Growth for Education