Chapters and Content:
Click through the chapters below to see the resources available to you in our Agency Playbook.
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1
Introduction
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2
Training Videos Season 1
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3
Training Videos Season 2
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4
Entry-Level Training Videos
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5
Scripts & Sales Presentations
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6
Seminar Marketing
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7
Business Development
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Welcome! Agency Playbook Intro Video Cover Your Bases -
Fact Finder Training Video Fact Finder PDF How Annuity Agents Overcome the #1 Objection Video The History of Annuities Client Presentation Video "The Rule of 100" Training Video Life Insurance Replacement Training Video How to Conduct a Warm Up Video -
Post Closing Activities You Should Be Doing Chasing The Money After You Sell an Annuity Replacing Variable Annuities Seminar Marketing - Setting Up A Seminar Seminar Marketing - How To Fill The Room Seminar Marketing - Closing a Seminar Client Appreciation Seminars Affinity Seminars -
Medicare 101 Video Medicare Advantage 101 Video Hospital Indemnity 101 Medicare Supplements 101 and How To Quote Prescription Drug Plans 101 Short-Term Medical & ACA Plans 101 Term Life Insurance 101 Annuities 101 Annuities vs. CDs -
Appointment Sales Process Fact Finder Medicare 101 Training Medicare Planning & Evaluation Guide Medicare Supplement Phone Script Medicare Supplement Presentation Sell Life Insurance Like A Pro Final Expense Worksheet Life Replacement Presentation Annuity Sales Presentation Call the Variable Annuity Company Script Hospital Indemnity Worksheet LTC Preliminary Worksheet LTC Worksheet Single Premium Life Script (for EquiTrust WealthMax) Critical Illness Worksheet Downloads for White Labeling -
Setting Up The Seminar Zone Marketing the Seminar Zone Dinner Seminar Invite Client Appreciation Seminar Invite Contract Agreement For Seminars Seminar Supplies Setting Up the Seminar Room Open Market Seminar Script Open Market Seminar Presentation Slides Client Appreciation Seminar Script Client Appreciation Seminar Presentation Slides Closing Up The Seminar Seminar Downloads for White Labeling -
Coaching Video The 10 Pillars of a Successful Sales Organization