PREP STEPS BEFORE THE LIVE BOOT CAMP

These are the steps to accomplish before you attend the boot camp session.  Whenever you see a direct URL link, that means that the link is probably a dynamic link where the document can be updated so you want to copy and save all those links for the future to always have acces to the latest version of that document

Make sure you are on the boot camp email list.  When you fill out the form, you will be sent a confirmation email verifying that you want to be part of this list.  It should arrive in less than a minute.  If you don't see it then check your spam - that's where you will find it. - click here.

Start Here

KNOCK THESE OUT FIRST

Watch these videos first

• Watch this video orientation on products (37 min) - click here

• Listen to this mp3 on the telesale call (30 min) - click here​

• Watch one of our agents in action for an 8 hour day - click here

• Selling over the phone/internet

  • Video on using the scripts below - click here

  • Watch this video on the telesales approach (24 min) - click here

  • Here is a live telesale appointment (31 min) - click here

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Phone Script​

• TLP Leads - Word

• FaceBook Leads - Word

• Direct Mail Leads - Word​

• Handlilng Objections - Word

• The 2nd Appointment - PDF

  • Download the ERS referral sales package - click here​​​​​​

• Video on using this script style - click here

• Greensheet mentioned in the script - click here

• If you have to do a Zoom or Whereby.com internet presentation use this PowerPoint - PDF / PPT

  • Video how to go through this presentation - click here

  • About Me Template - PDF / Word​

  • How to add pictures to the about me slides - click here

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Products

HERE ARE THE INITIAL PRODUCTS WE WANT YOU TO START WITH

1)  Make sure you can get login on the http://naaleads.com

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2)  Bookmark this website on your smartphone:

• http://alliancequoting.com

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3)  Product Guide Download:​

Products we can sell over the phone/internet​ - click here

Main products to learn first

• CFG Choice Whole Life Product Guide - click here

• CFG SafeShield Term Product Guide - click here

• Great Western Guaranteed Issue Whole Life - click here

• AIG Guaranteed Issue Whole Life - click here

Alternative Products

• Foresters Term Product Guide - click here

• Foresters Whole Life Product Guide - click here

• Transamerica Whole Life Product Guide - click here​​

• Mutual of Omaha Term Product Guide - click here

• Mutual of Omaha Whole Life Product Guide - click here

• Mutual of Omaha Childrens Whole Life - click here

• Mutual of Omaha Guaranteed Advantage ADB - click here

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4)  Have your NAA Pin Number ready to use.  How to retrieve your Pin (video - click here):

1. Go to http://www.naaleads.com

2. Go to Carriers > Columbian Financial Group

3. Click on "Visit Agent Site" link on the right side of the page

4. The NAA Pin number box pops up

5. Then click on the "Need or forgot your NAA pin?" link

6. This directs you to the NAAContracting page where you click on the login button

7. Then the page comes up to enter your NAA number, click on text your  pin and enter your phone number and the CAPTCHA code and click on "Next"

8. If everything was entered correctly the page will say that they texted you your PIN

9. Wait about a minute or two and it should show up on your phone.

10. Write this pin somewhere, it will NEVER change

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5)  Be able to log into the CFG E-app for both the final expense and the term products:

• Here is a short video on how:  click here

• Note the states that CFG is not available:  AK, ME, MS, MT, NY - you would use the Mutual of Omaha products instead

Sales Materials

FOR USE DURING THE IN-HOME SALE

The in-home ATM presentation

• In-home ATM PowerPoint - click here​

  • Download the In-home ATM Outline - click here

• Download the ERS referral sales package - click here​​​​​

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Order Your Sales Materials

These are meant to be used for the in-home sales appointment.  Due to the Covid-19 virus, we are doing more telesales.  But when things open back up, then we will also run appointments in the homes again but still have the option to sell clients over the phone.  There are three levels of in-home appointment sales materials that you can invest in:

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• The loaded ATM presentation easel binder with the color presentation slides included - price including free shipping:  $31.95 click here to review the product.

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• Quickstart Sales Kit with Loaded ATM included.  This package included a fully loaded ATM presentation book plus the activity schedule calendar, Delivery notice pads (for no shows), Rx Discount Cards (for referrals) and Lanyard with a copy of your insurance license loaded in it - price including free shipping:  $43.95 click here to review the product.

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• New Agent Package with Loaded ATM included.  This package has everything in the Quickstart Sales Kit but includes all four of Andy Albright's books, Training audio downloads, and an Alliance University Voucher for free training courses - price including free shipping:  $91.95 click here to review the product