The BEST Final Expense SALES PRESENTATION!

Episode 34 of the Built Simple (in Insurance and in Life) podcast, hosted by Adam Brsan, titled "The BEST Final Expense SALES PRESENTATION!" was published on January 18, 2024 and runs 47 minutes.

January 18, 2024 ·47m · Built Simple (in Insurance and in Life)

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Summary

In this training session, Adam Brsan discusses the importance of having a presentation in the final expense business. He emphasizes the need to follow the client's lead and keep them in their comfort zone during the presentation. Adam also highlights the value of building rapport by asking questions and getting the client involved. He explains the process of prearrangement planning and the benefits of having a prearrangement instruction guide. Adam discusses the affordability and locked-in rates of the final expense plans, as well as the qualification process. He explains the modified death benefit and the importance of setting up bank drafts and social security billing. Adam concludes the training by discussing opportunities with Unity Life Group and the importance of asking for referrals. In this conversation, Adam Brsan discusses the agent engagement and support provided by his agency. He highlights the importance of weekly trainings, motivational calls, and a supportive community. He also mentions additional resources and support available through his website, YouTube channel, and Facebook group. Lastly, he promotes his podcast, 'Insurance Life and Everything in Between,' which covers various topics beyond life insurance. Takeaways: Having a presentation and structure is important in the final expense business. Follow the client's lead and keep them in their comfort zone during the presentation. Building rapport by asking questions and getting the client involved is crucial. Explaining the value, affordability, and benefits of the final expense plans is essential. Agent engagement and support are crucial for a successful career in insurance. Weekly trainings and motivational calls can provide agents with valuable ideas and motivation.

Episode Description

In this training session, Adam Brsan discusses the importance of having a presentation in the final expense business. He emphasizes the need to follow the client's lead and keep them in their comfort zone during the presentation. Adam also highlights the value of building rapport by asking questions and getting the client involved. He explains the process of prearrangement planning and the benefits of having a prearrangement instruction guide. Adam discusses the affordability and locked-in rates of the final expense plans, as well as the qualification process. He explains the modified death benefit and the importance of setting up bank drafts and social security billing. Adam concludes the training by discussing opportunities with Unity Life Group and the importance of asking for referrals. In this conversation, Adam Brsan discusses the agent engagement and support provided by his agency. He highlights the importance of weekly trainings, motivational calls, and a supportive community. He also mentions additional resources and support available through his website, YouTube channel, and Facebook group. Lastly, he promotes his podcast, 'Insurance Life and Everything in Between,' which covers various topics beyond life insurance.

Takeaways:

Having a presentation and structure is important in the final expense business.
Follow the client's lead and keep them in their comfort zone during the presentation.
Building rapport by asking questions and getting the client involved is crucial.
Explaining the value, affordability, and benefits of the final expense plans is essential. Agent engagement and support are crucial for a successful career in insurance.
Weekly trainings and motivational calls can provide agents with valuable ideas and motivation.

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