Recruiting
Everyone that is over 18 and has a heart beat!
What is a Recruit?
In Canada, this type of insurance helps cover final expenses, debts, and replaces lost income for loved ones.
What is life insurance?
This registered investment account allows Canadians to save for retirement while deferring taxes on contributions and growth.
What is an RRSP?
Successful agents often start their career by focusing on this network of family, friends, and acquaintances.
What is a warm market?
The First Major outcome of any presentation!
What is, leave a good impression?
The act of getting someones number, who you're likely never to see again, in a short time frame
What is quick hit prospecting?
This type of Life Insurance is often a less expensive to own and great for replacing Mortgage Insurance policies with!
What is Term Insurance?
This type of investment pools money from multiple investors to purchase stocks, bonds, or other assets.
What is a mutual fund?
or
What is a segregated Fund?
This list allows a new agent to get off to a strong start in business!
What is a top 25?
3 Things we hope for when presenting to any prospects!
What are referrals, a client, and a teammate?
The act of establishing new friendships. With a long term purpose of when the timings right, sharing the business opportunity with them.
A policyholder pays this recurring cost to keep their insurance coverage active.
What is a premium?
This investment strategy involves spreading your investments across various asset types to reduce risk.
What is diversification?
This document outlines a new agent’s goals, target market, and strategies for success.
What is a business plan?
Overcoming this is crucial in the presentation when a client hesitates or raises doubts.
What are objections?
This is our mission statement!
What is, No Family Left Behind?
A critical illness insurance policy provides a lump-sum payout when the insured is diagnosed with a major health condition, like cancer or this sudden event.
What is a heart attack?
Canadians use this type of account, to save for their children's post-secondary education.
What is an RESP (Registered Education Savings Plan)?
This type of mentorship or training program is often offered by insurance companies to help agents learn sales techniques and product knowledge.
What is a training academy?
This series of questions tends to build the most relationship and trust with a prospect and could be seen as the most important part of a presentation!
What is Rapport building?
This is the solution to all major WFG problems!
What is Recruit?
Permanent life insurance policies can include this type of investment component that grows on a tax-advantaged basis.
What is cash value?
These Sales tools allow you to graph out other clients historical investment returns and show them against your recommendations!
What is a client comparison?
A start up has these 2 major outcomes!
What are Licensing and Field Training?
This repository, is where all the necessary training videos are kept to learn what it takes to win with this company!
What is the DTU? (Dream Team University?)