7 STEP SYSTEM

Training Video #1

Step 1) Get in the door

"May I come in?"

Step 2) Make a friend

Step 3) Why are you there?

Training Video #2

Training Video #3

Step 4) "Discover" their wants, needs, wishes & concerns

Step 5) Qualify them in SLICE

Step 6) Explain policy features and benefits. Show LA video

Step 7) Select plan and enroll them

Training Video #4

Term / Whole Explanation 

Training Video

Trisha Walker Role Play Presentation

Live Presentation 1

Full 7 Step Presentation 

Training Video

TBG Full Presentation

Live Presentation 2

Alan's Full Presentation

Objections and Rebuttals

Explaining Legacy Assurance

Objections and Rebuttals