Running Appointments

Study examples of appointment presentations, how to overcome objections, and utilize provided scripts & guides!

A PDF version of the in-home slideshow presentation, a great visual tool to use while running in-home appointments.

A blank template PDF document for a client’s Emergency Contact List.

An “In-Home Presentation Script” designed to make you more comfortable in the presence of your clients!

Value of Mortgage Protection infographic, as seen in Nick Theodore’s training video.

A complete guide for the in-home presentation, curated by Executive VP of Sales Development, Bill Martin OG.

Needs Analysis form to determine how much coverage your clients need. Includes reminders for meetings.