Pre need 101 module 1 For The state of texas

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Presentation transcript:

Pre need 101 module 1 For The state of texas This presentation has been approved by AGI FINANCIAL for AGENT dissemination.

The Exclusivity The Carrier The Product The Industry The Difference The Concept The Agenda

The exclusivity True Exclusivity is created by: Inability To Duplicate Proprietary Product Contract Limited Distribution The exclusivity

The exclusivity Inability To Duplicate Of the other 3, 4 Major Carriers We work with THE only one who can handle this distribution. Of the other 3, 2 are under a non-compete and the other is not built to handle the model. The exclusivity

The exclusivity Proprietary Product Same agent comp for Level and Graded death benefits Custom funeral director signature portal for quicker turn around time One of a kind customized SNAP-APP for our packages The exclusivity

Carrier is bound to a 2 year non-compete Contract Carrier is bound to a 2 year non-compete Carrier has agreed to exclusive distribution to AGI Financial for this model Any IMO seeking a similar model will be forced to contract under AGI Financial or their partnered IMO’s The exclusivity

The exclusivity Limited Distribution Carrier offers only one Entry Point AGI Financial offers only ten Entry Points All future distribution will be redirected to one of ten partnered IMO’s The exclusivity

The carrier Recently Upgraded To “A”

The Product (will vary)

The industry 35-50 Miles W/O Travel Charges Territory Exposure Cost Trust 35-50 Miles W/O Travel Charges Funeral Home Visit / After care Most Expensive / At Need / Burial Rely On Previous Use From Family

The difference No Limits Within The State Annual Client Reviews/Leads Territory Exposure Cost Trust No Limits Within The State Annual Client Reviews/Leads Least Expensive/Pre-Need/Cremation Current Clients

Contact your current clients for a periodic or annual review. Set up an appointment. Peak interest. Ask if they will be cremated or buried? Talk about the advantages of pre-arrangement. Close the deal on a 2nd visit if necessary. The concept

Your relationship to the funeral home I am still your ___example - Life________ agent and your policy is still in good order. (REASSURANCE) My agency was recently awarded the opportunity to offer memorial planning from Tribute Funeral Home to our clients all over TX. (PRESTIGE) Because of our long standing reputation in the industry, Tribute Funeral Home has created special packages just for our clients. (EXCLUSIVITY) I have been busy visiting/contacting my clients all over TX just like you and putting this important planning piece into place. (CROWDING/LUMPING) The Tribute Funeral Home believes there is nobody better than your agent to handle this for you. It truly goes hand in hand. (PRACTICALITY) I am so glad we have your life insurance in place but the funeral planning is truly the last and most important piece of the planning process. (URGENCY)