Crusade Catalyst
Doing this demonstrates your authenticity and purpose, helping clients connect with you on a deeper level.
What is sharing your 'Why'?
This is the single most important thing a sales agent can choose at the beginning of the day.
What is their mindset?
Clients often say “I can’t afford it” or “I need to think about it.” These are examples of what?
What are common objections?
The purpose of the Know-Like-Trust framework is to achieve this quickly.
What is building rapport and trust?
This program allows unionized agents and clients to extend the same No Cost Benefits to their family, friends, and neighbors.
What is the sponsorship program for No Cost Benefits?
This question helps agents uncover the deeper motivations behind a client’s decision to buy life insurance.
What is “What matters most to you and your family?”
This mental tool helps agents picture success before the call even begins.
What is visualization?
This group discussion explores why clients say no and what fears agents might have themselves.
What is “Why We Get Rejections”?
Going “three layers deep” in a conversation helps uncover this.
What is the client’s true emotional "why"?
This type of insurance is designed to cover funeral and burial expenses.
What is Permanent Benefits (Whole Life Insurance)?
This is the first step a new agent should take to connect their personal goals with their career in life insurance.
What is defining their "why"?
Before taking a rejection personally, agents should remember this truth about “no.”
What is “it’s not about me”?
When clients say “no,” they’re not rejecting you—they’re doing this instead.
What is protecting themselves?
The primary purpose of role-playing in sales training is to practice these two skills.
What are handling objections and building trust?
This rider allows policyholders to access a portion of their life insurance benefits in advance if diagnosed with a terminal illness.
What is Terminal Illness Rider
This phrase highlights the importance of connecting with clients on a personal level to foster trust and loyalty.
What is "People buy from those they Know, Like, and Trust"?
These are the five daily habits that help agents stay focused, energized, and intentional in creating the life they deserve and want.
What is the Power 5?
This key takeaway reminds agents that rejection is just the start of building influence.
**Double Jeopardy** What is “Rejection isn’t the end—it’s the beginning of your influence”?
his benefit quoting system is designed to streamline the process of providing accurate and personalized quotes to clients.
What is HP Pro?
This type of insurance is primarily designed for income replacement.
What is Term Life Insurance (10YRC)?
This team name was inspired by a moment of affirmation and represents strength, ambition, and lasting impact.
What is The Legendary Empire?
This approach emphasizes finding answers and opportunities rather than dwelling on problems.
What is solution-focused thinking?
This is the ultimate goal of handling objections effectively
What is helping the client make the best decision for their needs?
When contacting referrals from clients, this is the best approach to ensure a professional and effective conversation.
What is use the Plus Lead script?
These five (5) no cost artifacts empower union and veteran members with protection, planning, and family preparedness—no premium required.
What are the 2000 AD&D certificate, family guide & will kit, child safety kits, and AIL Rx Discount Card?