1st time presentation book

Slide1: 

TAZ Kitchen Table

Slide2: 

Goal of the KT Presentation 1) Develop a Master Copy! 2) Expand our business Hire A New teammate 3) Referrals to keep us in business 4) Provide Solutions for the family

Slide3: 

Appointment Action Steps Passion & Purpose Make family aware of the need Move family to take action c) Give hope. . . Control of money More choices

Slide13: 

Feel. Felt. Found Discuss size of market and the need for personalized help! Discuss the impact of what we do Stimulate the power of education

Sample FNA Page: Snapshot of Your Situation: 

Sample FNA Page: Snapshot of Your Situation

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There are 3 way to get out of debt faster and more efficiently! Debt Stacking Debt Consolidation Both Would you like to the know which of the 3 is best for your situation? Which way have you tried? The FNA System along with the completion of a SMART Application will guide you to the most efficient solution for you!

Slide17: 

$216 Extra

Slide20: 

There are 2 type of coverage Cash Value Insurance Non Cash Insurance a. Which one do you have? b. Did you know 1 of the 2 above is 3 to 4 times more in costly? c. What do you like most about it. . . Least about it d. Do you feel you over insured, under insured or ok? e. How did you determine you needs?

Slide22: 

How are you saving for Retirement? - IRA - 401k - 403b - Pension - ? ? ? ? Have you heard of The Rule of 72 and how it effects your entire financial Program?

Sample FNA Page: Are You Saving Enough?: 

Sample FNA Page: Are You Saving Enough?

Slide24: 

We get paid 3 ways By the products we use to help you in your situation 7 to 10 letters of introduction. Help me get my name out there! Training other associates. RVP Training System

Fee….Letter’s of Recommendation: 

Fee….Letter’s of Recommendation The goal is 10 names and numbers. Our promise is to never compromise your relationships in anyway. We will never ask anyone to do business, unless we can improve their current situation. Feel free to join us

Slide26: 

Management Training System Help 3 families Help Train & Develop 3 Associates

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Get out the paper work to do the FNA. Before you start… Get firm commitment for the 10 letters of introduction Would you consider working with us if it were for only 1 night a week? Get started . . . Pick up the mortgage paper work *The HUD statement Pick up the life policies Say this. . . * We are going to “run the life ins policy through the computer to see how to better it... *We are going to “run the mortgage through the computer to see how to better it...