ADDITIONAL RESOURCES
RESOURCES
Sample Text Message
Hello Customer first name:
I’m reaching out because when you closed your Mortgage Loan with Mortgage Company for ($187,000) someone was supposed to contact you and go over your Mortgage Protection Insurance options. I’m the field agent assigned to your file. It's a brief call about 10/15 minutes. I only have a few times available which one works best for you?
Today:
10:30am
1:30pm
6:00pm
If Today doesn't work, please let me know your earliest availability!
ADDITIONAL TRAINING VIDEOS
Critical Time Period
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Nick Theodore explains critical period coverage
ZERO Objections
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How to set yourself up for ZERO objections
Why Own a Mortgage Protection Plan?
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A Mortgage Protection Plan is the smartest, most efficient way to safeguard your most important assets. These simple, affordable plans protect you and your family from slipping into foreclosure if unexpected events occur that could threaten your ability to make your mortgage payments on time. Mortgage Protection plans provide the protection of both a death benefit and Living Benefits, meaning that no matter what life throws your way, you'll be able to access much-needed funds. It's the smart, forward-thinking solution for any homeowner.
Living Benefits: The Smartphones of Life
Insurance
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Are you still protecting your family and finances with the "old kind" of life insurance that only pays out if you die? Living Benefits life insurance is the new, evolved kind of life insurance. With Living Benefits, you have the power to accelerate your death benefit while you're still living if you suffer a heart attack, cancer diagnosis, stroke, or any other Critical,
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Chronic, or Terminal illness. This ability can help save your financial life, and helps protect you from the cause of 60% of the bankruptcies in the U.S. every year - medical bankruptcy following a critical illness. It comes down to one simple question: do you want the option to access your death benefit when you need it most, or not?
IUL - Indexed Universal Life Insurance
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Learn how Indexed Universal Life Insurance (IUL) can capture market growth while providing protection from market losses. Life Insurance has changed drastically in the last 25 years! This unique wealth accumulation vehicle provides policyholders with the potential to enjoy a happy, healthy, non-taxable retirement.
How to report & manage applications
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Jon Schwartz shows how to report and manage your applications