Granum
The number of factfinders you should keep in your first year.
What is 300.
this type of insurance gets you greater death benefit, but slower accumulation of cash value
what is whole life one
what is the first thing that someone should secure for themselves when starting financial planning and before investing
what is an emergency fund
How many points should you aim to get on a per/meeting basis?
What is 2
By Thursday of each week, you should have this many number of meetings ahead.
What is 20?
This is the minimum number of QS you should attain each week
What is 20?
when working with someone over age 45, this is most likely the type of insurance you would recommend for someone who needs a lot of death benefit
what is level 20
This software allows you to enter information during a meeting and then turn it into the PX
What is the PXFF
3-5%
This is the range of % that represents the case open to closing interview ratio
What is 125-150%
This is the name of the end of the day ritual that every rep should complete
what is posting and planning
this policy is a hybrid between a long-term care policy and a life insurance rider
what is long-term advantage
This feature of life insurance allows the person to purchase more life insurance without medical underwriting when they achieve certain ages
what is additional purchase benefit
These are the things you can control in the business
your attitude
how many times you dial
how many times you ask
What % of meetings should you keep on average each week
What is 50%
Complete the ratio:
___ referrals yields ___ Factfinders yields ____ Clients
10-3-1
this approach when showing ledgers reflects three different options
what is the golidlocks
how much disability coverage is enough?
what is as much as you can possibly get.
Complete the following phrase:
Some will
some won't
so what
what is someone is waiting
This process is completed individually the first Friday after the last cut off of the month.
what is monthly planning
This type of action is used to schedule review meetings with consistency
what is an age change call
in insurance, some coverage is....
what is better than no coverage?
These are the essential pieces of information necessary to send out a MHQ
what are First, Last, DOB, SSN, Address, Phone, DL #, Email
The market is usually down this % of the time year over year
what is 26%
These types of cases tend to be larger and stickier
what is a joint work case