MP-NEW

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New Agent Training - Mortgage Protection

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#1- Hire Yourself! : Goal Setting & Schedule

Review this information with your manager:

Download the BAND messaging app & Join The Trustworthy group HERE

Set phone reminders for Weekly Conference Calls. See schedule HERE

Register for the next National Convention HERE

Learn how to Earn Free Leads - Full Details HERE

Set Your Income Goals. Set Your Scheduleu200b. Go To Work!
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#2 - Purchase Your Leads

Consult with your manager to plan your first Lead Order.

u200bREQUEST ACCESS TO OPT

OPT is the software program used by Equis to manage our lead program.u2028u00a0After you have completed tour carrier contracting (Surancebay emails) you may request access to OPT.u2028u00a0Once you receive the "Verified" email from Equis, you are ready to start buying leads.

SET UP MAILCO & LEADCO ACCOUNTS
MailCo Account Set-Up

You do not need full access to Equis Agent Dashboard to register with MailCo. All agents can register at any time with MailCo.
Sign-up for a MailCo account HERE - Agency name is "Equis", Group name is "Trustworthy"

LeadCo Account Set-Up.

(Check with your manager before contacting LeadCo)
To create a LeadCo account, email cheryl@leadcoleads.com
Reference your association with Equis Financial and the Trustworthy Team, and indicate the counties you are interested in working. Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties.

What will it typically take to make 10 appointments a week? Click to enlarge.

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#3- Set Your Appointments!

Your Most Importantu200b Task every week is dialing to set your appointments. Protect Your Dial Time! You make money by seeing people. You see people by setting appointments!

Click to view an Example Lead

Dialing Tracker - u200bUse the Dialing Tracker to track your weekly dialing activity. Take a photo and text to your manager after every dialing session.

Phone Scriptsu200b:
B & C LEAD PHONE SCRIPT | OLD LEAD PHONE SCRIPTu00a0| LEAD PHONE SCRIPTu200b

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Click play on the audio player below to hear phone script training from RM Nate Maddox:

%(%audio mp3="http://trustworthy.life/wp-content/uploads/2019/12/nate-phone_script.mp3"%)%%(%/audio%)%

u00a0

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Bill Martin Training for dialing leads and booking appointments

Attend Bill Martin Live Dials training session u2013 Every Friday 3pm EST
The link for the live training is sent from Equis via email and text message.
View archived Bill Martin on the Equis Training Center (access from your agent dashboard).

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#4- Get Ready To Run

Prepare Your Bag

Print Paper Applications (download the checklist %(%pdf%)%)

Print Underwriting Tools from your Equis Training Center:
(Print in COLOR and laminate OR place in clear sheet protectors and keep in your field binder.)

  • Term & Universal Life Underwriting Grid
  • Term & UL Height/Weight Chart
  • Whole Life Underwriting Grid
  • Whole Life Height/Weight Chart

Print these In-Home Presentation Tools:
(Print in COLOR and laminate OR place in clear sheet protectors and keep in your field binder.)

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#5- Run Appointments: Senior Underwriter Protocol

The Senior Underwriter Protocol is in place to allow a fresh agent to immediately serve families, in both warm-market and lead-driven environments, without delays of studying the wealth of products and materials available. Top agents say this protocol helped them to start fast, and guided them in creating u201cjust-in-timeu201d knowledge of carriers, policies and processes, for a foundation of understanding for quick growth.

Before going on your appointments, briefly review each case with your manager. Confirm your assigned Senior Underwriter for each case (typically your upline leader, may be another top agent or manager, based on availability).

Follow The In Home Road Map:u00a0

Download In Home Road Map %(%pdf%)%

Build Rapport > Tell Why Iu2019m Here > Fact Finding > Underwriting (Senior Underwriter Protocol) > Present Options > Closing > Complete The Application > Emergency Contact Referrals > Wrap Up

The Senior Underwriter Protocol

Text a picture of your Client Worksheet to your assigned senior underwriter, share the Living Benefits video while waiting for response.

Receive call from Senior Underwriter:
Answer like this: "Thanks for getting back to me quickly, Iu2019m sitting here with Mr. and Mrs. Smith, theyu2019ve purchased a really nice home here and we need some good options for them to protect the mortgage and equity."u00a0

Senior underwriter will confirm some details and provide options for you to write out.

Place call on speaker for senior underwriter to monitor as you present the options.u00a0Senior underwriter can provide clarifications and assist in any explanations.

Back To The Road Map - Complete The Sale

eApp or Paper Application

Emergency Contacts (Referrals)

Wrap Up

Offer the Opportunity*

Your In-home Road Map %(%pdf%)%

u00a0

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