Hey guys, anyone willing to let me be a fly on the wall through a full zoom presentation while showing a prospect options? I’ll put quality control as my name, and keep my camera off and on mute! I will not interfere, or ask questions during the appointment. I’m a visual learner I have to see things done in order to retain information as it is a hands on video presentation. If not, are there any recordings available or videos I can watch to see a full preso of the options being shown. This would help a lot.

In this agency we write the first policy on ourselves. It is also important to understand accidental death coverage as we use it often with our clients! Writing the first accidental health policy on yourself helps you learn the application process as BOTH the agent AND the client, and it even speeds up your carrier approvals and contracting!!! in other words, you’ll get cleared faster and paid faster just by submitting your first app. (Confirmed by an SFG Managing Partner). ✅ If you have your Health license: Write a Mutual of Omaha (MOO) Guaranteed ADvantage - Super inexpensive accidental death plan that counts as a clean first application. YOU CAN WRITE THIS AS SOON AS YOU SIGN YOUR MOO CONTRACTS ON SURELC USING THE "JIT INSTRUCTIONS!" ^ ❌ If you don’t have your Health license yet - no problem! You still have two options that you can write with only a Life license: 🦍 UHL Protector AD (ages 18–60) - Offers 3 options ($50k, $75k, or $100k) - ✅ Best move if you just want to knock it out fast - Go with $50k to keep cost as low as possible 🛡️ Americo ADB (ages 20–60) - Offers 4 options ($100k, $150k, $200k, or $250k) - Includes a bonus $1,000 payout for any cause of death - If you or your client want $100k or more of coverage, go Americo - That $1k bump makes up for any small price difference. YOU MUST WAIT TO WRITE THESE TWO UNTIL CONTRACTS ARE APPROVED! ^ 🎯 One More Thing: You MUST submit this and all policies to OPT! to make it official and get credit. Don't skip this step. No OPT = no tracking, no approval movement. ⚠️ Remember! If you are writing a policy on yourself or anyone else that is not a lead, to submit it you need to go to OPT! and click *My Leads > Leads/Referrals > New Lead With Application*. Shoot me a message if you have any questions. Let's make it a great week and start August FIRING! 🚀

This helped me...Chris Leake 8.4 and 8.5 modules 8.4 Four Goals of the Appointment-Setting Phone Call https://training.theleakeagency.com/courses/1934173/lectures/43913784

Thrilled to share that @OniLinda Garza has officially passed her Texas Life & Health Exam! 🙌 She crushed it in just two weeks and is now ready to hit the ground running! Let’s go! 🚀