In this value-packed presentation, you will learn how to write a clear, concise, and understandable business plan.
Walk away with an action plan that will show you how to:
Build and run your business when there never seems to be enough hours in the day
Keep in touch with all of your clients on a regular basis
Create a marketing funnel that differentiates you in the market place to bring in “qualified” leads
• Attract the professional help needed to market your business speciality
• Find the time to recruit new qualified agents
Mr. Reilly’s One Page Business Plan™ will show you how to create sustainable changes in your attention, behaviours and focus using the following key areas:
• Vision - What are you building?
• Mission - Why does this business exist?
• Objectives - What result will we measure?
• Strategies - How will we build this company?
• Action Plans - What is the work to be done?
Show your clients how to achieve the dreams they have for their family using life insurance and legacy planning strategies.
“Legacy” encompasses more than merely inheritance and the transfer or financial assets.
This course will look at the shift occurring in the industry today from a one dimensional planning approach focused only on the numbers to an approach that looks at one’s whole life.
Receive 1 CE credit for insurance, CFP, CLU, ChFC, and CPE(CPA).
Where were you on the morning of September 11, 2001?
Richard Picciotto knows where he was. He had answered the call heard around the world.
In minutes he was at Ground Zero of the worst terrorist attack on American soil, acting boldly to save innocent lives as the Twin Towers of the World Trade Center began to burn.
Picciotto was in the stairwell of the North Tower when he heard and felt the South Tower collapse. He ordered firemen and rescue workers to evacuate, while he stayed behind with a skeleton team of men to assist a group of disabled and infirm civilians in their struggle to evacuate the inferno. And it was there in the rubble of the North Tower that Picciotto found himself buried for more than four hours after the building's collapse.
The highest-ranking firefighter to survive the World Trade Center collapse, and the last fireman to escape the devastation,
Picciotto tells an outspoken account of that indelible day, shaking and inspiring audiences to the core.
How are your clients and prospects influenced by emotions when it is time to make an important buying decision?
How do illusions prevent your prospect from purchasing a needed product?
Jack Marrion’s presentation will show you how to close more sales by helping you understand how consumers really make buying decisions, but this isn’t about theory. You’ll be given specific sentences and words you can say to increase the odds of a successful sale and taught when to say them, how to dispel illusions and how to create or neutralize emotions.
Topics will include:
How doing the impossible for the prospect can cost you the sale
• Learn which questions lead to buying behavior
• It’s all about framing the sale – the right and the wrong frames
Kim helped spear-head the efforts to defeat 151a, but is it really dead? Learn about the current regulatory environment for Indexed Life and Annuities, and how you can leverage NAFA's resources to close more sales!
Insurance agents work in a field of great opportunity. But that opportunity comes with ever- changing insurance regulations and procedures.
As President and CEO of NAFA, and over 30 years of experience in the insurance industry, Kim will help you become a more effective producer by showing you:
• What examiners look for
• Regulatory updates
• The importance of knowing the product you're selling
• How to make more sales while staying within regulations