Prerequisite: This course assumes you already have a basic understanding of the ATM and in-home presentation. Although optional, we recommend that you complete course #123: Mortgage & Final Expense In-Home Presentation (ATM) before attempting this course.
Once you’ve gotten used to selling term and final expense policies, you may want to start digging deeper into your clients’ retirement needs. In this course, President’s Club Manger Justin Tripp will show you how to approach clients to Book A Meeting From A Meeting (BAMFAM) so that you can help them with annuities and IULs as retirement plans. This is a great way to help clients with both their coverage and retirement needs, while also increasing your income. In addition, Paul Minichino will show you how to use the Emergency Response System (ERS) to get more clients.