Anyone Have Experience Presenting FE in a Group Setting?

[slushpuppyking]

I know Medicare has all kinds of rules when it comes to doing presentations (no gifts, no direct selling, + other rules) but wondered if Final Expense was restricted in any way.

My grandmother is a member of a lot of groups and she asked me the other day about doing a presentation for one of them. I didn't commit yet because I wanted some feedback from you guys here.

First off I am sure the best practice is to truly give an informative presentation and not come across as a salesmen. Even though it might not be a rule I would try not to sell anything then and there and only setup appointments at a later date.

FE is pretty basic so I'm sure I could give a decent presentation in about 20 minutes or so and then open the floor for any questions folks have. I'm sure there are plenty of people out there that don't know the difference between graded and level or what kind of guaranteed issue options they might have. Maybe they just don't know or maybe they had a bad experience with an unethical salesman.

But before I start to put this together I thought I'd check on here first and get advice. Maybe some of you have done this and found it to be worthwhile, or maybe a complete waste of time

 

[Rearden]

Entitle the presentation, "Are You Planning On Kicking the Bucket BEFORE 80 or AFTER 80? Why Picking the RIGHT Insurance Can Make ALL The Difference."

And just explain the difference between term and whole life, especially as it applies to the mail they get, referencing AARP, MoO, etc... Then soft-close them getting in contact with you if they want more information.

 

[slushpuppyking]

Entitle the presentation, "Are You Planning On Kicking the Bucket BEFORE 80 or AFTER 80? Why Picking the RIGHT Insurance Can Make ALL The Difference."

That will certainly get some attention. Unless I'm just a mean old man that doesn't give a rat's ass cause well....I'm dead.

 

[jdeasy]

I know Medicare has all kinds of rules when it comes to doing presentations (no gifts, no direct selling, + other rules) but wondered if Final Expense was restricted in any way.

My grandmother is a member of a lot of groups and she asked me the other day about doing a presentation for one of them. I didn't commit yet because I wanted some feedback from you guys here.

First off I am sure the best practice is to truly give an informative presentation and not come across as a salesmen. Even though it might not be a rule I would try not to sell anything then and there and only setup appointments at a later date.

FE is pretty basic so I'm sure I could give a decent presentation in about 20 minutes or so and then open the floor for any questions folks have. I'm sure there are plenty of people out there that don't know the difference between graded and level or what kind of guaranteed issue options they might have. Maybe they just don't know or maybe they had a bad experience with an unethical salesman.

But before I start to put this together I thought I'd check on here first and get advice. Maybe some of you have done this and found it to be worthwhile, or maybe a complete waste of time

I would do my normal presentation as though I was just talking to a couple in their home. The hard thing to do is to get those types of meetings togehter. You have the hard part done.

 

[coloradoseniormarket]

I would do my normal presentation as though I was just talking to a couple in their home. The hard thing to do is to get those types of meetings togehter. You have the hard part done.

Good advice- maybe you could hit what you want to address through a story? Balance information with entertainment and don't forget the potty break before you present.

 

[tins]

But before I start to put this together I thought I'd check on here first and get advice. Maybe some of you have done this and found it to be worthwhile, or maybe a complete waste of time

What happened with the pre-approach letters?

 

[inreverse]

Seniors relate well to stories, especially in a group setting. Tell a story about a family struggling with the funeral arrangements, the hard feelings about who had to pay or coming up with the money and the impact on the family. Or how medicaid could take their assets, including cash value life insurance if not assigned in the event of being in a nursing home. Address the feelings and emotion to make an impact. Shorter is better, include an overview of some possible solutions and offer individual time later or by appointment to discuss individual concerns and how you can help. Leave the sales hype at home, they can smell it a mile away.

 

[360]

I would partner up with someone who also does true pre-need planning with a local funeral home, that way you can cover the topic from A-Z. Those with assets will be better suiting to pre-planning and those without will lean towards FE.

 

[WinoBlues]

I would partner up with someone who also does true pre-need planning with a local funeral home, that way you can cover the topic from A-Z. Those with assets will be better suiting to pre-planning and those without will lean towards FE.

That is an excellent idea.

 

[360]

That is an excellent idea.

Done right it should lead to all sorts of things.

FE
Pre-need
Med Supps
Wills
Trusts
Annuities

The person with the influence coordinated the event just needs to be the quarterback and coordinate the other specialists. I would present nothing more than FE and pre-need but the people you sit with will lead to all the other stuff if you ask for it.