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5/30 Daily Action Challenge
Watch this short 6 min video and then share it with 10 people - ask them to watch it and then tell you what their main takeaway is. Now this is how you can creat generational wealth with life insurance. This is Gary Kornegay, $1,500,000 earner and legend with Primerica and one of my close friends and mentors in the business.
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5/29 Daily Action Challenge
Watch this video and read this and get EXCITED about your future getting your securities licenses and being able to grow distribution by recruiting, training and licensing other advisors to meet the MASSIVE demand in this space. There is so much growth potential our brains can’t fathom these numbers. Hopefully this video can help shed some perspective. You’re in the right time, at the right place with the right company 💪
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5/28 Daily Action Challenge
Want to make some money, help some families get protected and get on the board this month? It's month end - go make it happen! Talk to 10 families using this script. You talk to 10 you'll find 1-2 policies! WFA = wait for answer Life Insurance Script: If Licensed: Hey, just wanted to let you know that I recently got my state life insurance license and I’m super excited because I’m really close to reaching my goal of helping 3 more families with life insurance this month. If Unlicensed: Hey, just wanted to let you know that I'm working on getting my state life insurance license and I'm super excited because I'm really close to reaching my goal of helping 3 more families with life insurance this month during my training which helps me earn a promotion before I'm officially licensed. So I wanted to ask you a quick question: who handles your personal life insurance outside of work? WFA Ok great, if I could show you something better would you allow me to compete to be your life insurance agent? WFA Great, let’s schedule a brief zoom call so you can get all the details. My next availability is tomorrow at ____ or _____. Would either of those times work? If they say: “I already have life insurance”. . . Great, we do free policy reviews. If I’m able to offer you something better, would you be open to seeing your options? WFA Who to use this with: EVERYONE on your list who is in right client market for life insurance which is every married couple with at least one spouse still working and every parent with dependent children – single, married or divorced. Book an individual zoom meeting on your trainer’s calendar if you’re unlicensed or if you’re not independently doing presentations on your own yet. Book on your calendar if you’re solo.
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5/27 Daily Action Challenge
Upload all your phone contacts into your POL app. You have a CRM (client relationship manager) built into the app that’s included with your $25 monthly. On your phone go to POL app, go to tools, then contact manager, then top right burger bar and then import contacts. Do 20 at a time so you can qualify them and in case the import glitches you don’t lose your progress. This is a very helpful way to follow up and stay organized with all your contacts!!!
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5/26 Daily Action Challenge
Start 5 conversations with people you haven't already done an initial presentation for. You get PAID here to START and CONTINUE conversations. And there are so many conversations you can start! Become a pro at being curious and asking questions. BEST way is to actually have a live conversation (in person or phone). But also leverage social media and texting Some great conversations starters: Opening, hey, can I ask you question? You keeping your income options open at all? You know anyone looking for part-time work right now? Who handles your life insurance outside of work? Do you have a Roth IRA already set up? Have you ever heard of the Rule of 72? You know anyone with kids who may want to save for their college? And get creative! you gotta get really good talking to people to succeed in this business. Who cares where the conversation goes, just start them and then we can teach you how to follow up!
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