SCHWARTZ AGENCY - Additional Training Resources
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In-Home Presentation Training
  • The World's Simpliest In-Home Presentation Outline: CLICK HERE

  • Randy Montrose​​​ In-Home Presentation

  • Jon Schwartz In-Home Presentation
  • ​Critical Period by Pete Beckman
    • Video - Click Here
    •  The Critical Period concept is the same as using the death benefit to create a payment plan.....the beneficiary gets a bucket of money to help make the monthly mortgage payments.

  • Eric Valdez In-Home Presentation
    • Notes - Click Here
    • Power Point - Click Here
      (save to your device to play the Living Benefits video at the end)
    • PDF  - Click Here
      (Living Benefits video will not play)

Lead Dialing Training
  • Learn from two experts: Click Here
  • Handling Objections with Policy Reviews: click audio below.
  • Jenn Role playing - a great example of having complete control, speaking with intensity and urgency.