Step 7

STEP 7- IN-HOME PRESENTATION

In-Home Presentation Outline
Click Here to download the In-Home Presentation Outline

How to Present the Pricing Options during your in-home presentation
Click Here for the sample.

Need Analysis Training
Watch this video to learn how to complete the Needs Analysis during your client meetings

Click Here to watch Needs Analysis video on YouTube.

Nick Theodore Training on how to use the in-home tools from Step 3

In-Home presentation by Matt Gibbons

Living Benefits Video
Show this to your clients after your know they qualify for a Living Benefits Term Policy.
Click "Download File" below to download to your laptop/tablet so you can play without an Internet connection.

new_kind_of_life_insurance.mp4
File Size:	24884 kb
File Type:	mp4

Download File

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.