- Thread starter
- #11
Augustus Aurelius
New Member
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Awesome information and thank you! I've heard these magnetic business cards are a must have.
What do you take into the field?
- Thread starter Augustus Aurelius
- Start date
Awesome information and thank you! I've heard these magnetic business cards are a must have.
- 4,306
I used a flip book presentation for many years. I highly recommend it for new agents. Absolutely keeps you on track. Some IMO's have flip book type presentations for PowerPoint, too.
I have 6 laminated fact sheets I hand one at a time to the client such as the difference between whole life and term , the cost of a funeral and I have a globe life rate sheet with " ends at age 80" highlighted . Warmup 5 mins and presentation 7 mins max . Most fe people have short attention spans . I'm writing the app in 20 mins max or I'm on to the next . An agent must identify agent killers and exit fast .
- 4,122
I have a .5 inch binder with my state(s) license, pictures of the kids, and such in the front. The back has my "client data" sheets, and some other useful stuff. It's not a huge "presentation" but just helps with creditability/trust building.
I think we broke this down on "The Insurance Panel" a year or so ago if you wana dig for the video on youtube.
I think we broke this down on "The Insurance Panel" a year or so ago if you wana dig for the video on youtube.
- 26,134
This would be the bulk of it. add some paper apps in my case.
- 5,933
You always have a cup of coffee you?
Love that think pad off to the side with the automatic ink thingy.
Here's a few to think about:
- Create a logo and get it stitched into your work shirts. (Not needed to get started)
- Put a family photo or photo of your pets in the front of your talk book, a large copy of your state lic right after it. (People like to know why you do what you do, not just what you do.) When meeting new prospects I have a brief introduction to the rest of my family, short and funny)
- Take a smile and sense of humor along with you.
- If you can't look like a model you can always smell like one. I always try to be the guy that smells like someone you want to meet.
- Breath mints. 2 reasons, first they keep you honest, and secondly in homes that have a not so appealing odor, they can help to keep you from wanting vomit. You could use cigarette butts in your nostrils but that might be a bridge too far.
- Create a professional looking name tag that you can place on lanyard or a clip so that it is visible when someone looks out the peep hole. Mine has my national producer number on it with my picture, name, and logo.
Just kidding. You seem like you got hair, so you'll never look like me... unless you loose it...
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- #18
Augustus Aurelius
New Member
- 9
You always have a cup of coffee you?
Love that think pad off to the side with the automatic ink thingy.
lol actually I'm bald
Here's a few to think about:
A few ideas to help you look like me...
- Create a logo and get it stitched into your work shirts. (Not needed to get started)
- Put a family photo or photo of your pets in the front of your talk book, a large copy of your state lic right after it. (People like to know why you do what you do, not just what you do.) When meeting new prospects I have a brief introduction to the rest of my family, short and funny)
- Take a smile and sense of humor along with you.
- If you can't look like a model you can always smell like one. I always try to be the guy that smells like someone you want to meet.
- Breath mints. 2 reasons, first they keep you honest, and secondly in homes that have a not so appealing odor, they can help to keep you from wanting vomit. You could use cigarette butts in your nostrils but that might be a bridge too far.
- Create a professional looking name tag that you can place on lanyard or a clip so that it is visible when someone looks out the peep hole. Mine has my national producer number on it with my picture, name, and logo.
Just kidding. You seem like you got hair, so you'll never look like me... unless you loose it...
You always have a cup of coffee you?
Love that think pad off to the side with the automatic ink thingy.
Here's a few to think about:
A few ideas to help you look like me...
- Create a logo and get it stitched into your work shirts. (Not needed to get started)
- Put a family photo or photo of your pets in the front of your talk book, a large copy of your state lic right after it. (People like to know why you do what you do, not just what you do.) When meeting new prospects I have a brief introduction to the rest of my family, short and funny)
- Take a smile and sense of humor along with you.
- If you can't look like a model you can always smell like one. I always try to be the guy that smells like someone you want to meet.
- Breath mints. 2 reasons, first they keep you honest, and secondly in homes that have a not so appealing odor, they can help to keep you from wanting vomit. You could use cigarette butts in your nostrils but that might be a bridge too far.
- Create a professional looking name tag that you can place on lanyard or a clip so that it is visible when someone looks out the peep hole. Mine has my national producer number on it with my picture, name, and logo.
Just kidding. You seem like you got hair, so you'll never look like me... unless you loose it...
I'm actually right there with you lol. 36 yes are old and been losing my hair since about 25. Now I just shave it :(
I love the idea of the name tag / lanyard around the neck but I don't know what to put on there. I mean If your independent do you just put your license and picture on it and no logo?
- 26,134
You always have a cup of coffee you?
I do have the coffee orders on the inside cover of a few regular clients' folders.
But I find these a little more convenient. (Note my $1. McDonald's coffee.)
"automatic ink thingy"
I am so stealing that. Oh, and I use a Surface Pro and a sectioned type legal pad and of course my green sheet with some of your customizations to it.
- 292
Attire: No more suit or tie. Usually golf attire, or nice jeans and dress shoes with an button up shirt & open collar.
Tech: iPad - get the biggest iPad screen you can get with cellular service. Its invaluable when needing to connect to your files in Dropbox, take notes and reference material saved in Evernote, take electronic apps at the kitchen table, and pull up the agent sites in the carriers. And, get the best case/keyboard combo you can. I use Logitech.
Laptops take too long to load and using a hotspot is a PITA and the setup is clunky and can take too long. Some people are still intimidated with a computer, but seem to be used to tablets. A tablet turns on and is connected in seconds.
I also have moved all my graphs and marketing material onto the iPad into different folders for easy access, even put some into slide presentations that make it easy to pull up and scroll through with the client. For example, indexed-annuity graphs or Medicare A, B, D, Advantage. (That's where the large screen comes in).
Most important: Yellow-notepad. Everything else is put away except the yelllow-notepad where I take notes and when a question comes up I flip to a new sheet and graph out in front of them an explanation or solution. Usually that makes the sale, rather than pulling up a 4-color illustration on the screen.
In other words 'hand jobs' at the table are pretty compelling and trustworthy rather than fancy video or color graphs. ( . . . yeah I'm gonna take heat for that last remark . . . but just finished a grueling AEP and the mind is, um, fuzzy.)
Tech: iPad - get the biggest iPad screen you can get with cellular service. Its invaluable when needing to connect to your files in Dropbox, take notes and reference material saved in Evernote, take electronic apps at the kitchen table, and pull up the agent sites in the carriers. And, get the best case/keyboard combo you can. I use Logitech.
Laptops take too long to load and using a hotspot is a PITA and the setup is clunky and can take too long. Some people are still intimidated with a computer, but seem to be used to tablets. A tablet turns on and is connected in seconds.
I also have moved all my graphs and marketing material onto the iPad into different folders for easy access, even put some into slide presentations that make it easy to pull up and scroll through with the client. For example, indexed-annuity graphs or Medicare A, B, D, Advantage. (That's where the large screen comes in).
Most important: Yellow-notepad. Everything else is put away except the yelllow-notepad where I take notes and when a question comes up I flip to a new sheet and graph out in front of them an explanation or solution. Usually that makes the sale, rather than pulling up a 4-color illustration on the screen.
In other words 'hand jobs' at the table are pretty compelling and trustworthy rather than fancy video or color graphs. ( . . . yeah I'm gonna take heat for that last remark . . . but just finished a grueling AEP and the mind is, um, fuzzy.)
