KT Presentation

3 Passionate Mindsets : 

3 Passionate Mindsets 1. Recruiting & Get Names 2. Disturb Action 3. Give Them Hope

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3 Items to bring in the house 1) Laminated Flip Chart 2) Red FELT TIP Pen, & Pad New Associate should bring the same and Tape recorder               3) IBA or Sample FNA (as a cover up)

3 Upfront Promises To Make: 

3 Upfront Promises To Make Hide checkbook hide put away your wallet you can’t buy anything! 2. We will be out of here in less than an hour! (or what ever time your promised) 3. If what you see does not interest you we will not beg or bug you. 

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$2,044 $3,327 $4,838 $1,283 $,511    

3 Passionate MindsetsSummary : 

3 Passionate Mindsets Summary 1. Recruiting & Get Names 2. Disturb Action 3. Give Them Hope WOULD YOU LIKE TO HAVE A WRITTEN GAME PLAN?

OBTAIN THE DATA with (Referrals & Do business) commitments: 

OBTAIN THE DATA with (Referrals & Do business) commitments 1. Show how easy it is 2. Collect the information 3. Do not review the policies or retirement statements When it comes to securing your retirement what age were you planning on? 4. Set a date to come back with commitments! Story time why

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$_______________________ $_______________________ $_______________________ Freedom Age_______________________ $_______________________ $_______________________ Blank Scratch Sheet 1 Pick up statements of mutual funds and analyze at office

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$_________________ $______________ $__________________ Yes / No___________ Yes / No___________ Yes / No___________ Special Needs for child to provide for? $_________________ Everything Same as Spouse? $_________________ $_________________ Blank Scratch Sheet 2 Pick UP policies to analyze at the office! Write in the age they said!

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Pull out a blank page Write DEBT PAGE at top of blank sheet Last 4 digits Blank Scratch Sheet 3 We will look at the best way to pay down your debt …SO… Is it a fixed rate, Adjustable, Interest Only? Get Trust and Lending Page.

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$2,044 $3,327 $4,838 For Training Purposes Only $1,283 $1,511     $_________________ $_________________ $_________________ $_________________ $_________________ $_________________ $_________________ $_________________ $_________________ $_________________ Expected Inheritance $_________________ Blank Scratch Sheet 4

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Name ______________________ DOB___/___/_____ SS#_____-_____-_________ Marriage Date _____/_____/_____ EMAIL: __________@__________ Kids ______________________DOB ___/___/_____ Kids ______________________DOB ___/___/_____ Kids ______________________DOB ___/___/_____ Kids ______________________DOB ___/___/_____ Kids ______________________DOB ___/___/_____ Name ______________________ DOB___/___/_____ SS#_____-_____-_________ Marriage Date _____/_____/_____ Guardians: _____________________________ Guardians: _____________________________ Blank Scratch Sheet 5

1. Summarize the Data in a story book fashion! : 

1. Summarize the Data in a story book fashion! 2. Set a carry-back date revisit with commitments!(Referrals & Do business) 3. Call 2 days before carry back date with questions and revisit with commitments!(Referrals & Do business)

Send A Thank You Card: 

Send A Thank You Card Add in BirthdayAlarms.com a. Call Birthday 1 day before b. Call Anniversary (Husband 1 day before) c. Ask for referrals Call 2 times a year Mutual Fund check up & Increase savings! See how they are doing on the debt reduction c. Ask for referrals

Duplicate Yourself10 Times: 

Duplicate Yourself 10 Times