How to Qualify, Present & Sell Final Expense and Medicare Supplements to Seniors
0.3 What This Course Covers
How to Qualify, Present & Sell Final Expense and Medicare Supplements to Seniors
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Introduction & Overview
0.0 Introduction
Video - 00:1:52 mins
0.1 About Me
Video - 00:02:24 mins
0.2 Why
Video - 00:03:06 mins
0.3 What This Course Covers
Video - 00:8:45 mins
CHAPTER 1
1.0 Final Expense or Medicare Supplements?
Video - 00:6:50 mins
1.1 Why Seniors Need a Final Expense Plan
Video - 00:13:22 mins
1.2 Reasons to Specialize in Final Expense
Video - 00:08:41 mins
1.3 What is Medicare?
Video - 00:10:48 mins
1.4 Plans F, G, N
Video - 00:8:14 mins
1.5 Reasons to Specialize in Medicare Supplements
Video - 00:11:12 mins
1.6 Turning 65 vs. Turning 67
Video - 00:05:51 mins
CHAPTER 2
2.0 Agent Checklist
Video - 00:08:39 mins
2.1 Errors & Omissions Insurance & Continuing Education
Video - 00:05:37 mins
2.2 Traditional Applications vs. Electronic Applications
Video - 00:08:56 mins
2.3 Quoting Tools & CRMs
Video - 00:10:42 mins
2.4 Tools & Tips for Telephone Sales
Video - 00:10:30 mins
CHAPTER 3
3.0 Types of Leads
Video - 00:13:26 mins
3.1 How Many Leads Should I Buy?
Video - 00:10:18 mins
3.2 What are Filters?
Video - 00:09:52 mins
CHAPTER 4
4.0 Initially Contacting Your Leads
Video - 00:5:24 mins
4.1 Obstacles Selling Over the Phone
Video - 00:03:33 mins
4.2 Identity (Agent Examples)
Video - 00:07:09 mins
4.3 Going to Appointments
Video - 00:03:39 mins
4.4 What to Bring
Video - 00:06:27 mins
4.5 Communication
Video - 00:04:05 mins
4.6 Communication (cont'd)
Video - 00:2:29 mins
4.7 Objections
Video - 00:11:25 mins
CHAPTER 5
5.0 Tips for Following Up with Leads
Video - 00:09:21 mins
CHAPTER 6
6.0 Three Ways to Qualify & Buy Final Expense
Video - 00:07:21 mins
6.1 Additional Questions for Final Expense
Video - 00:06:06 mins
6.2 Three Guarantees of Final Expense
Video - 00:01:18 mins
6.3 Qualify Budget for Final Expense
Video - 00:07:29 mins
6.4 Final Expense Objections
Video - 00:05:58 mins
6.5 Closing Medicare Supplement Sales
Video - 00:02:02 mins
6.6 Increasing Trust Selling Medicare Supplements
Video - 00:02:24 mins
6.7 Tools to Educate Seniors about Medicare Supplements
Video - 00:05:14 mins
6.8 Tools & Tips for Telephone Sales
Video - 00:07:14 mins
6.9 Qualify Budget with Quote Comparison
Video - 00:04:17 mins
6.10 Medicare Supplement Objections
Video - 00:10:06 mins
6.11 Qualify Medicare Supplements
Video - 00:01:34 mins
CHAPTER 7
7.0 Preventing Medigap Lapses
Video - 00:04:06 mins
7.1 Conserving Losses (Agent Examples)
Video - 00:05:00 mins
7.2 Service for Lapses & Getting Back Clients
Video - 00:07:05 mins
CHAPTER 8
8.0 Cross-Selling
Video - 00:01:33 mins
8.1 Cross-Selling and When
Video - 00:16:46 mins
CHAPTER 9
9.0 Why Referrals?
Video - 00:02:37 mins
9.1 Referrals
Video - 00:09:29 mins
CHAPTER 10
10.0 Motivation
Video - 00:01:58 mins
10.1 Hiring an Assistant
Video - 00:11:08 mins
10.2 Further Your Training
Video - 00:06:05 mins
10.3 Conclusion
Video - 00:08:34 mins
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Exercise Files
0.3 What This Course Covers (pdf)
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