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Frank Brenes Coaching is happening in 3 hours
Purchasing Leads
Early birds get the worm. I was able to get 5 leads today from Utah. Question though. When you buy a lead, can others have access to it as well? Not that I’m not going to everything to get in contact with them and set appointments, just wondering about the way it works.
Case Prep - Must print out!
@Drake Stratton created the best high-level overview of our products—make sure to print it out and keep it next to you while you case prep. Take notes as you learn what each product offers and how it serves our clients. Thanks, Drake!
Case Prep Help
I’ll be in the Dojo today from 12pm- 1pm PST. If you have any clients or appointments coming up and need help with case prep, jump on and we can go through it together. Same goes for a past client that you struggled to come up with options for them. See ya then!
Disability Insurance
Has anyone written any standalone disability policies? Just spoke with a client yesterday who is interested in disability insurance only and would love some insight!
Training in 20!!!
Join us on the hub for a case prep training! @Drake Stratton and I will also be on today’s you need any help or have questions. Get in!
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Peterson Agency Success Group
skool.com/petersonagency
Symmetry Financial Group
Leaderboard (30-day)
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