Redefine Client's Learning Experience to Deliver a More Personal Experience
In a traditional appointment, the advisor is typically the central focus and the primary disseminator of information. Our IUL selling system provides a "flipped" approach, intentionally shifting the conversation into a learner-centered model in which the prospect and advisor explore IUL in greater depth due to previous learnings through online videos.
View the 13 professionally-recorded videos that you will be using to redefine the appointment activities and help speed up the selling process.
Lead Magnets & Trip Wires to Lead Prospects Down the Marketing Funnel
We will teach you how to drive traffic through tactics like email marketing, seminars, and Facebook Ads, but first, you're going to need a series of offerings, or irresistible bribes, that gives a specific chunk of information to your prospects (consumer guides, e-books, reports, videos, and much more). These offers are what we call Lead Magnets and Trip Wires in which you'll learn in full detail on how to execute a properly structured marketing campaign.
Automate the Follow-Up System with Targeted Emails Based on Behavior
When it comes to turning a prospect into a client, it's all about the amount of impressions you can make with that person. We'll show you how to leverage automation technology so that you stay in front of them all throughout the year.
Do you need to follow up on a seminar attendee? Or send an appointment confirmation? Or affirm their decision of buying an IUL in the approval stage? Or maybe they are no longer engaged with you. There's no need to dedicate time for these tasks anymore. Allow our automated email service do the work for you.
The Client Lifecycle
TM: A Systematic Approach to Attaining Prosperous Clients
For every stage within The Client Lifecycle, there are a series of actions you need to complete and resources to provide the prospect that will drastically increase your chances of attaining a new client. With scripts for your assistants and flow charts to help your team, you will be trained on everything you need throughout the process to attain new clients and gain quality referrals.