THE THEODORE GROUP
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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
    • Notes - Click Here
    • Audio:

  • Jon Schwartz In-Home Presentation
    • Notes - Click Here
    • Video - Click Here

  • ​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.
​This training website is designed to equip and empower you to have a fast start in the mortgage protection industry.  The information and tools on this site will prepare you to "DO" the job.  As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Theodore Group.  Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.
  • Home
  • New Agents
  • Agent Training
    • Lead Driven
    • Self Driven
    • Weekly Sales Tips
  • Conference Calls
  • Bonuses
  • Careers
  • Agent Tools
  • Underwriting