1

Course Introduction

• Introduction FREE PREVIEW

2

Part 1 - 5 Steps to a Close

• Resources to follow along
• 1 Introduction
• QUIZ - Introduction
• 2 Prequalifying
• QUIZ - Prequalifying
• 3 Data Gathering
• QUIZ - Data Gathering
• 4 Present Options
• 3 Steps to Presenting Options
• QUIZ - Presenting Options
• 5 Follow Up and Referrals
• QUIZ - Follow Up and Referrals
• PDF - Memory Jogger
• PDF - Accompanying FLS KTP Checklist

3

Part 2 - Product Options

• Intro FREE PREVIEW
• Term Insurance
• QUIZ - Term Insurance
• Permanent Insurance
• QUIZ - Permanent Insurance
• Whole Life
• QUIZ - Whole Life
• Fixed Index Annuity
• Filling Out an Application
• Carrier Resources

4

Part 3 - Objections & Stalls

• Handling & Preventing Objections
• Life Sales Objections
• PDF - Objections and Stalls

5

Course Wrap Up

• Completing the Course