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Step 6 - Run the Appointment

1. Watch how to complete the Needs Analysis
Practice Needs Analysis

  • In step four, you should have printed ten copies of the needs analysis. This worksheet will be completed and texted to your manager on EVERY appointment to help you determine the right product for the client. 

  • Practice by filling this out for yourself (as if you are a client) and text the completed document to your manager. Your manager will then make the product recommendation and work with you on how we present the quotes.

  • If needed, the link to print the needs analysis is below 

2. Download & Print the Virtual Appointment Outline
3. Watch Matt Weiner go over the simple five step process that top producers execute during a presentation.
4. Watch Matt Gibbons present Equity Protection options during a full mortgage protection virtual appointment!
Watch Matt Gibbons go through a full Mortgage Protection Virtual appointment.
5. Watch Jon Schwartz show how to report and manage applications
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