1. Post Convention Training

2. Kevin Hendrickson Empire Life m Powered by

3. Business Unusual National Best Business Process m Powered by

4. Appreciate Empire Life’s GMWB: 5% Guaranteed Income for Life One of only 2 providers offering GMWB for new clients available in today’s market place May not be available much longer m Powered by

5. Connect Who do you know who... Is afraid of running out of money in retirement? Has lost money in the markets in the last 5 years? Wants to leave money to their loved ones? m Powered by

6. Discover Great DISCOVERY questions to ask clients: “Are you afraid of running out of money in retirement?” “Have you lost money in the markets in the last 5 years?” “Are you planning on leaving something for your kids?” m Powered by

7. Share What to SHARE with clients: “I’ve got a solution that would give you a guaranteed 5% income for life.” 1 page handout Illustration on Empire Life site (contact Kevin if this is your one) m Powered by

8. Confirm What to do to complete the sale: Application (each app has unique # - use paper app or generate one online) Information Brochure to client* Contract documents with Empire* NB KYC / New Business Submission Form* Transfer Authorization form* OR a cheque If LIRA / LIF: Acceptance of Liability Form for Locked-In Investment Transfers* *Available on NB Agent Resources, Providers tab, Empire Life page m Powered by

9. Follow Up If first piece of business: Submit application and additional paperwork to NB Head Office with Contracting Paperwork* Once contracted: – If Investment send to Mississauga* – If Insurance send to Kingston* Transfers: Email admin@nbbn.ca in 30 days if you have not heard anythingadmin@nbbn.ca *Visit NB Agent Resources, Providers tab, Empire Life page m Powered by