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

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

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

4. 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

5. 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

6. 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

7. 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

8. The carrier
Recently Upgraded To
“A”

9. The Product
(will vary)

10. 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

11. 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

12. 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

13. 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)