The BEST Final Expense SALES PRESENTATION! episode artwork

EPISODE · Jan 18, 2024 · 47 MIN

The BEST Final Expense SALES PRESENTATION!

from Built Simple (in Insurance and in Life) · host Adam Brsan

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.

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.

NOW PLAYING

The BEST Final Expense SALES PRESENTATION!

0:00 47:19

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food. French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world?

Frequently Asked Questions

How long is this episode of Built Simple (in Insurance and in Life)?

This episode is 47 minutes long.

When was this Built Simple (in Insurance and in Life) episode published?

This episode was published on January 18, 2024.

What is this episode about?

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...

Can I download this Built Simple (in Insurance and in Life) episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!