How to Qualify, Present & Sell Final Expense and Medicare Supplements to Seniors

About Course

PART I. Building a Foundation for Insurance Sales Success

Chapter 1. Final Expense or Medicare Supplements?
Chapter 2. Agent Prep Checklist: What to Do Before Ordering Leads
Chapter 3. Types of Leads (And How to Order Them)

PART II. The Insurance Sales Process: How Leads Become Clients

Chapter 4. Initially Contacting Your Leads
Chapter 5. Tips for Following up with Leads: How to Contact and Re Engage Unresponsive Prospects
Chapter 6. How to Close Leads by Qualifying, Presenting Solutions & Dealing with Objections
6A. How to Close Final Expense Leads by Qualifying, Presenting & Dealing with Objections
6B. How to Close Medicare Supplement Leads by Qualifying, Presenting & Dealing with Objections

PART III. After the Sale: Keeping and Growing Your Business

Chapter 7. Great Customer Service to Prevent Lapses
Chapter 8. Cross-Selling
Chapter 9. Generating Referrals
Chapter 10. Staying On Track and Motivated to Keep Selling & Serving

The differences between selling Final Expense life insurance and Medicare Supplements, and which one is right for you
How to explain the most confusing Medicare and life insurance plan options
How to overcome the most common objections and concerns that seniors have
How to approach leads, and what to say to gain their trust
The four key elements of an appointment setting script to get your foot in the door
How to handle unresponsive leads to maximize your investment
How to evaluate prospects' needs, budgets, and health conditions to qualify them for coverage
How to prospect for Final Expense life insurance leads or Medicare Supplement leads, and how different types of leads compare
How to present & sell Final Expense life insurance and Medicare Supplements online, on the phone or in person
The keys to providing consistently great customer service to keep clients happy long-term
How to maximize your ROI by cross-selling prospects and clients
How to expand your client base by passively earning or actively soliciting referrals
What motivates successful agents and how they organize their days to stay successful