Course Content
Introduction & Overview
0/4
0.0 Introduction
01:52
0.1 About Me
02:24
0.2 Why
03:06
0.3 What This Course Covers
08:45
CHAPTER 1
0/7
1.0 Final Expense or Medicare Supplements?
06:50
1.1 Why Seniors Need a Final Expense Plan
13:22
1.2 Reasons to Specialize in Final Expense
08:41
1.3 What is Medicare?
10:48
1.4 Plans F, G, N
08:14
1.5 Reasons to Specialize in Medicare Supplements
11:12
1.6 Turning 65 vs. Turning 67
05:51
CHAPTER 2
0/5
2.0 Agent Checklist
08:39
2.1 Errors & Omissions Insurance & Continuing Education
05:37
2.2 Traditional Applications vs. Electronic Applications
08:56
2.3 Quoting Tools & CRMs
10:42
2.4 Tools & Tips for Telephone Sales
10:30
CHAPTER 3
0/3
3.0 Types of Leads
13:26
3.1 How Many Leads Should I Buy?
10:18
3.2 What are Filters?
09:52
CHAPTER 4
0/8
4.0 Initially Contacting Your Leads
05:24
4.1 Obstacles Selling Over the Phone
03:33
4.2 Identity (Agent Examples)
07:09
4.3 Going to Appointments
03:39
4.4 What to Bring
06:27
4.5 Communication
04:05
4.6 Communication (cont’d)
02:29
4.7 Objections
11:25
CHAPTER 5
0/1
5.0 Tips for Following Up with Leads
09:21
CHAPTER 6
0/12
6.0 Three Ways to Qualify & Buy Final Expense
07:21
6.1 Additional Questions for Final Expense
06:06
6.2 Three Guarantees of Final Expense
01:18
6.3 Qualify Budget for Final Expense
07:29
6.4 Final Expense Objections
05:58
6.5 Closing Medicare Supplement Sales
02:02
6.6 Increasing Trust Selling Medicare Supplements
02:24
6.7 Tools to Educate Seniors about Medicare Supplements
05:14
6.8 Tools & Tips for Telephone Sales
07:14
6.9 Qualify Budget with Quote Comparison
04:17
6.10 Medicare Supplement Objections
10:06
6.11 Qualify Medicare Supplements
01:34
CHAPTER 7
0/3
7.0 Preventing Medigap Lapses
04:06
7.1 Conserving Losses (Agent Examples)
05:00
7.2 Service for Lapses & Getting Back Clients
07:05
CHAPTER 8
0/2
8.0 Cross-Selling
01:33
8.1 Cross-Selling and When
16:46
CHAPTER 9
0/2
9.0 Why Referrals?
02:37
9.1 Referrals
09:29
CHAPTER 10
0/4
10.0 Motivation
01:58
10.1 Hiring an Assistant
11:08
10.2 Further Your Training
06:05
10.3 Conclusion
08:34
How to Qualify, Present & Sell Final Expense and Medicare Supplements to Seniors
Exercise Files
1.1 Why Seniors Need a Final Expense Plan_.pdf
Size: 2.85 MB
Final Expense Examples Template for Agents.pdf
Size: 3.44 MB
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