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DASHBOARD
NON – SALES SYSTEM
Module 0
Module 0 – Read First
Insurance Basics 1
Insurance Basics 2
Insurance Basics 3
Insurance Basics 4
Will & Trust 1
Will & Trust 2
Contingencies Planning 1
Contingencies Planning 2
Module 0 – Learning Materials
Module 0 – Homework Case Study (Complete in 2 days)
Module 1
Module 1 – Read First
The Solutions & Positioning
Winning Strategy
Module 1 – Learning Materials
Module 2
Module 2 – Read First
Revisiting Existing Sales Cycle
Non-Sales Cycle
Non-Sales Approach Fundamentals
Non-Sales Approach Guiding Slides
Psychology of Prospect
Module 2 – Learning Materials
Module 3
Module 3 – Read First
Why Prospects Object
Top 13 Common Objections
Module 3 – Learning Materials
Module 4
Module 4 – Read First
Introducing FAR and Guidelines 1
Introducing FAR and Guidelines 2
Case Studies
Case Studies Discussion
Framing the Prospect’s Mind
Presentation of Problems
Module 4 – Homework
Module 4 – Homework Answers
Module 5
Module 5 – Read First
Types of Planning You can do
Strategies in forming Solutions
Case Studies
Case Study Answers
Tips and Traps in presentation of solutions
Presentation of the Solutions
Getting Referrals
Module 5 Homework – Case Studies & Answers
ONLINE LEADS SECRET
50 Lead Sources by KT Goo
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