Above the Clouds

Get Out The Gate Fast

Go through this basic training page on leads, phone script, appointment process and finally product.  We recommend you do the following:

1) Practice the scripts on your spouse or significant other until you can go through it smoothly.

2) Practice running rates on yourself, spouse etc.

3) Read through the product guides so you are familiar with where to find underwriting information.

4) Log into the e-apps for CFG and Great Western and practice the e-app process. (Better yet, write an app on yourself and/or your spouse so you know how to do the e-signature process.

5) Put your ATM PowerPoint together with your personal information and pictures.

When you are ready to run leads make sure you do this:

1) Get the lead training from Ginny (instructions in the Leads section below)

2) Put yourself on Alex Abuyuan's calendar to put a schedule and game plan together:  click here

3) Fill out your goals form:  click here

4) When you're ready for leads then click here

5) Finally, here is a cool page with good reference material for you:  click here

Phone Scipt

Here are the basic phone scripts to book appointments depending on the type of lead your working.

Phone Scripts

  • TLP (telemarketed) Leads - Word

  • How to ask the health questions - Word

  • Intake form - Word

  • Direct Mail and Social Media Leads - Word

  • Download and use this dial tracking sheet when you dial leadsClick here

 

Listen to veteran agents dial the phone live

  • ​Schedule time in your calendar to attend the Lewantowicz team live dialing session on Mondays and Thursdays from 9 am eastern to 9 pm eastern, to listen in on zoom to the featured agent doing live booking dials.  Here is the zoom link to use (make sure you are muted and dressed appropriately if you activate your camera):  
    https://zoom.us/j/9523038012 passcode is 2527

 

Running an Appointment

Here are the basics of running an appointment using the ATM PowerPoint system.

ATM PowerPoint for use during zoom/internet meetings or the in-home appointment - PPT  or  PDF

  • The Appointment Script - Word

  • About Me Template - PDF / Word

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

 

The in-depth training on the sales process

Purchase this book

Learn the approach on selling our TLP leads (44 min)

  • Learning Objective:  The TLP leads (or telemarketing leads) are the least expensive of all our "A" leads and can be the highest ROI lead we have.  This should be the first lead you should invest in as we are getting great results.  One of our top new agents teaches on this video how he books these appointments and sells them.

  • Watch the Selling on TLP Leads video: click here

    • Now watch this video he did a month later on how he learned to ask the health questions on the first call: click here

  • Download ​the transcript of this great webinar - click here

  

Products

Here are the first basic products you should learn due to their ease of quoting and ease of obtaining signatures on the e-app.  These products should cover 90% of your situations.

You can download the quoting tools by going to this website: http://alliancequoting.com

CFG Whole Life (Final Expense) 

  • Product Info

    • Download the product guide: click here​

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

    • Additional training: 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): Video - click here

CFG Simplified Issue Term (Mortgage Protection)

(not available in ME, MS, ND, NY, OR. For these states use Foresters Strong Foundation - click here)

Great Western Guaranteed Issue Whole Life (use for ages 40-80 and they cannot get covered with CFG Whole Life.  Not available in AK, CT, DC, DE, HI, ME, NY, VT, WA. For these states use AIG - click here for AIG training)

Wednesday 8 PM Eastern ABN "How To" Webinar

We cover anything you want to cover on how to: run e-apps, run quotes, figure out underwriting, etc.  Whatver you need to know, especially related to technology etc.  All is game to cover.  You set the agenda.

  • For Zoom on computer:  Go to https://us02web.zoom.us/j/9375542693

    • ​1. If asked, the meeting ID is 937 554 2693

      • The passcode to get in is 8675309​

    • 2. Follow prompts to join the audio or video on your device.

    • 3.  Please be sure you are MUTED.

  • To dial in only from your cell phone dial 408-638-0968, then when prompted type in the conf call code 937 554 2693

Leads

This an overview of our lead system.  To be eligible to receive leads you must first contact Ginny Abuyuan our lead queen.  Email her for an appointment:  Ginny@naarocks.com asap!

By submitting, you give us permission to contact you by email, phone call or text.

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

©2020 by ABN Financial Group

An Integrity Marketing Group Company

John 3:16

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