This simple 5-step process can be used with the following types of products:
1) Whole Life
2) Indexed Universal Life
3) Variable Universal Life
As a financial advisor sales coach for 25 individual financial advisors around the world, my clients write and place over $18+ Million in life insurance premiums and bring in more than $1 Billion of assets under management every year.
The Million Dollar Idea process is so simple and repeatable and it's exactly how I personally wrote and placed more than $3 million dollars of life insurance premiums in my practice.
It consists of 5 simple steps you can use in every single client interaction.
Step 1: Activate Your Education Mindset.
Step 2: Create Case Design #1.
Step 3: Create Case Design #2.
Step 4: Create Case Design #3.
Step 5: Presenting these case designs and increasing your average premium per sale.
Each case is standardized for every client interaction!
And, you can use this exact process whether you're working face-to-face or remotely over the phone!
I'll teach you all of this in a video that you can reference back to for as long as it takes you to turn it into a habit!