"Canned" Presentation or Not

[DHK]

If someone wants a "flipbook", they can subscribe to the VSA and get all these included:
Virtual Assistant Approach Training Center

A "Financial Primer" would seem to fit what you're talking about:
https://vsa.fsonline.com/vsap/pdfs/1a1-12-ST.pdf

I wouldn't use them, but that's just me.

 

[Life Hawk]

If someone wants a "flipbook", they can subscribe to the VSA and get all these included:
Virtual Assistant Approach Training Center

A "Financial Primer" would seem to fit what you're talking about:
https://vsa.fsonline.com/vsap/pdfs/1a1-12-ST.pdf

I wouldn't use them, but that's just me.

Whoa! Way to complicated for the market.

I was thinking more along the lines of a picture of a guy digging a grave and a number attached somewhere

someone looking at a head stone and an urn and trying to decide

maybe some questions like... who pays this guy (picture of a mortician) if you can't?

Not attempting to be funny, but think of simple things to help focus a client

Hard to do this on a thread... need a cup of coffee and a napkin.

Most brochures include some type of presentation track .... If they do not work, why do the companies continue to spend millions every year on printing them?

I have a company who recently updated their final expense folders. One part in the folder reads... "Affordable premiums, guaranteed to never increase" I show the product highlights section and read through the 4 things until I come to "guaranteed to never increase"... I have the client read those words aloud.

With some, you see a light go off... or turn on or what ever. You get my drift.

 

[Todd King]

I noticed on yig's training they have a few different presentations, Winders 3 options sheet, JDs 4 questions, a 3 page flip chart and others, but they preach the flip chart. Apparently that's what they've seen works best. I've seen other flip charts though that are like 10+ pages, can't see them working well.

I guess if I just had to illustrate something out, then 3 pages would be the maximum pages for that. I can see how you might be able to make that work. I would have to see their presentation to know for sure though. I still have my doubts that it is actually needed.

Remember guys, you're in the senior market. Not that your clients are dumb, but you better learn how to dumb things down if you want to succeed. A flip chart may seem like you are dumbing it down, but it's not. I'm their to help them with their needs, not tell them what their needs are or assume their needs are illustrated in a flip chart that is designed to encompass the entire market.

 

[LostDollar]

I was thinking more along the lines of a picture of a guy digging a grave and a number attached somewhere

May be ok, as long it is not somebody peeing on the grave.

 

[shonceman]

I guess if I just had to illustrate something out, then 3 pages would be the maximum pages for that. I can see how you might be able to make that work. I would have to see their presentation to know for sure though. I still have my doubts that it is actually needed.

Remember guys, you're in the senior market. Not that your clients are dumb, but you better learn how to dumb things down if you want to succeed. A flip chart may seem like you are dumbing it down, but it's not. I'm their to help them with their needs, not tell them what their needs are or assume their needs are illustrated in a flip chart that is designed to encompass the entire market.

Like I said, I pull out the visual presentation when somebody needs a little more convincing. But in no way does that presentation tell them what their needs are. It's geared to help them to see that they have a need in a general sense, and provides ample opportunity for questions and interaction to help them determine what their particular need is. It seems like it may have been adapted from a funeral preneed presentation, and I've actually used the very same presentation to sell the occasional preneed plan.
It's also not very lengthy, and moves along pretty quickly. Mostly just a few pictures and graphics matched with one or two sentence commentary for each slide.

 

[Life Hawk]

That seems like it would work much better than my white board and expo markers.

 

[Todd King]

That seems like it would work much better than my white board and expo markers.

Is that your version of a "tablet"?

 

[Life Hawk]

May be ok, as long it is not somebody peeing on the grave.

Is that your version of a "tablet"?

In truth... I like using it so I can sniff the markers... not to mention after an hour or so most of my clients are so under the influence of the fumes, they would sign almost anything.

 

[Todd King]

In truth... I like using it so I can sniff the markers... not to mention after an hour or so most of my clients are so under the influence of the fumes, they would sign almost anything.

I've always said when it comes to ways of selling insurance that there is nothing new under the sun. Well, I could be wrong! LOL. This is certainly new to me!

 

[KRobby]

I guess if I just had to illustrate something out, then 3 pages would be the maximum pages for that. I can see how you might be able to make that work. I would have to see their presentation to know for sure though. I still have my doubts that it is actually needed.

Remember guys, you're in the senior market. Not that your clients are dumb, but you better learn how to dumb things down if you want to succeed. A flip chart may seem like you are dumbing it down, but it's not. I'm their to help them with their needs, not tell them what their needs are or assume their needs are illustrated in a flip chart that is designed to encompass the entire market.

Page 1 is the 3 reasons, why did they send it in..
Page 2 is what are final expenses and the cost..
Page 3 is the guarantees, why the program is different...
They also have an optional page which is 3 options on how to pay

I understand what you say about eye contact, as it's so important. But do you think some of these people, that aren't used to business meetings, feel uncomfortable with nothing to look at except a stranger agent eyeing them down the whole time and writing in their notepad?