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Sample First Meeting Training Videos

Your first meeting with your clients is of the utmost importance. Below, we've made available a few samples of our first meeting training videos. Want more videos for the second meeting and beyond? Get contracted today!


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1 Eliminating Selling Barriers
A general overview of the Sales Process and how it will help you eliminate selling barriers.
**FREE to View for Non-Contracted Agents**
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2
The First Five Minutes
How do you start your first meeting? Find out what to do in those crucial first five minutes.

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3
The Rules of the Game
Do you play by your clients' rules, or do they play by yours? Find out what groundrules to set.

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4
Quick Fit Assessment
The Quick Fit Assessment is a great way to find out if you should disqualify your prospect right away.

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5
Financial Cornerstone #1 - Asset Allocation
The first of the Four Cornerstones analyzes your clients' Asset Allocation and if they are upside down.
**FREE to View for Non-Contracted Agents**
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6
Financial Cornerstone #2 - Risk Vs. Reward
The second of the Four Cornerstones helps you determine if your clients are taking too much risk.

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7
Financial Cornerstone #3 - Income
The third of the Four Cornerstones helps your clients see how they can generate more income.

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8
Financial Cornerstone #4 - Product Allocation
The fourth of the Four Cornerstones helps your clients see Indexed Annuities as a potential option.

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9
Explaining Annuity Concepts in the First Meeting
How do you explain Annuities to your clients without getting too detailed and ruining your sale?

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