Supplemental Training
Training Videos
How to Position Yourself for Specific Industries
The Demonstration:
Special Situations:
- AFLAC Objection
- Corporate Objection
- Following Bike
- Gatekeeper
- Handles Objection
- Larger Business Flow
- Leave Info Objection
- Open Enrollment Objection
- Referrals
- Run This By
Training Modules
Sales
- Advanced Sales Scripts
- Developing a Sustainable Sales Career for Life
- Weekly Action Plan
- Looking Confident
- Cold Call Follow-Up
- Workforce Goals Worksheet
- Using Spotio in the Field
- Mindset – Dominion Financial Call
- How to Make Six-Figures
- Referrals, Work & Conviction
- The Ten Scrolls
- The Common Denominator of Success
Re-servicing Existing or Former Clients
- Taking Care of Lapsed Policyholders
- Tic-Tac-Toe Referral Challenge
- Beneficiary Designation Form
- Beneficiary Certificate
Business Market
- B2B Continual Training Audio Sessions
- B2B Marketing Handbook
- B2B Script – Start to Finish
- Working with Business Owners – Philosophy
- Working your Local Business Market
- Department Head Introduction Letter
- Business Owner Introduction Letter
- Simple B2B Approach
- B2B Elevator Pitch
- Business Owner Tax Worksheet
- Business Owner Tax Worksheet talk-track
- B2B Owner Leave-Behind
- B2B Employee Group Presentation
- B2B Employee Survey for group presentations
- Splitting Business with Other Agents
Working with Independent Insurance Agencies
- Working with Agencies
- Agency Marketing Agreement
- Agency Letter – Personal
- Agency Letter – Business
- Insurance Agency Kit
Portals:
- Sales Altitude Podcast
- Hemati’s Audio Training Grab-bag (A TON of goodies in here if you’re willing to dig around!)