Sales Process

by | Nov 10, 2025

Tools Needed for This Section

Please PRINT out and SAVE the following documents

FE Client Worksheet

Client Health Info

I Am Your Policy

Referral Sheet

Presentation Outline

Quick Reference Guide

Course Content

Chapter 1: Agent Hotline
Chapter 2: Warm Up
Chapter 3: Transition to Presentation
Chapter 4: Presentation
Chapter 5: Underwriting
Chapter 6: Transition to Close
Chapter 7: Closing Techniques
Chapter 8: The Close
Chapter 9: Warm Down and Referrals
Chapter 10: Replacements
Chapter 11: Overcoming Rejections and Rebuttals
Chapter 12: Getting Their Policy
Chapter 13: Do NOTS