LEARN

TELESALES

Click on the arrow to go to the various sections.  If you're experienced, then just stay on this page and scroll down to the quickstart into.

Scripts

Learn to make dials and close sales using one of these scripts

Products

Learn about the products and underwriting

E-Tools

Learn the quoting tools and the electronic app process

Follow Up

Learn to follow up on your business and your clients

If You're Experienced Stay On This Page For A Quickstart

SCRIPTS

  • Video on using this scripts - click here

    • TLP Leads - Word

    • FaceBook Leads - Word

    • Direct Mail Leads - Word

    • Handlilng Objections - Word

    • The 2nd Appointment - PDF

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

  • Listen to this mp3 on the telesale call - 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

PRODUCTS
 

CFG Whole Life (Final Expense) - if you have a client in AK, ME, MS, MT - you would use the Mutual of Omaha Living Promise Whole Life instead. NY you would use Transamerica.

  • Product Info

    • Download the product guide: click here​

    • Download the Build Chart: click here

    • ​Download the Medication List:  click here

    • ​Download the Medical Questions (this will help you determine what to quote): click here

  • Quoting Tools

  • E-App

    • How to get your PIN to log in - click here

    • How to get into the E-App - click here

    • If you're doing your first E-App and don't have an agent number yet, use 511932

    • ​The telesale signature procedure (you must pracatice reading the script several times so you are clear and concise when you really have to do it):

 

Great Western Guaranteed Issue Whole Life (use for ages 40-80 and they cannot get covered with CFG Whole Life.  Not available in NY)

AIG Guaranteed Issue Whole Life (use If they cannot get covered with CFG Whole Life and ages 81-85 OR they are located in the following states:  AK, CT, DC, DE, HI, ME, NY, VT.  Not available in NY)

  • Download the product guide: click here​​

  • E-App Video: click here

  • If it is your first telesale app and you do not have an agent code, use this one:  004o0 (the 4th character is an "O" like Oscar.)

CFG Simplified Issue Term (Mortgage Protection)

Other Tools and Info - click here

When you've completed everything, then click on this button:

ABN Financial Group
1301 Lyons Rd #H
Dayton, OH 45458
(937) 435-7540

©2020 by ABN Financial Group

John 3:16

  • Facebook
  • Twitter
  • YouTube
  • LinkedIn