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What you will learn

What will you learn

This program will take you through each phase of the sales cycle and combine mindset, language, and process into every session. You will leave this program with more confidence and an ability to approach any client, regardless of their profile.

Syllabus

The Approach
WEEK 1
The Approach - All things prospecting:

Personal Observation, Referrals, Networking, Centers of Influence (COIs). Language, process, tips and dealing with objections. After this session you’ll be able to get in front of more qualified prospects and book more meetings.

Fact Find
WEEK 2
Fact Find - Questions to ask, info to gather, and how to take a holistic approach.

We will pull case studies and present them for this session. After this session you’ll be able to develop an ‘objection-free sales process’ that’s repeatable and scalable.

The Opportunity + The Close
WEEK 3
The Opportunity - how do you extract the deficiencies from a fact find?

Calculating human capital, need vs greed based sale, and uncovering more opportunities to increase your case rate and case size.

Closing Strategies
WEEK 4
The Close - Closing strategies that get clients to ACT!

Expanding upon the greed-based sale, selling life insurance as an asset class, and presenting solutions in a way that help address objections.

ACT NOW! THIS BOOTCAMP BEGINS ON JULY 27TH!

Time left to purchase
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PLUS Features

Training Materials
Training Materials

Over 100 Videos, Audios, and Webinars encompassing every phase of the sales cycle in an easy to use interface.

Your Roadmap to Success Ebook
Your Roadmap to Success

The original Taylor Method book with the 4 step guide to growing your insurance and financial services practice.

Online Fact Finder
Online Fact Finder

Utilize an electronic form to create and store all of your fact finders.

Seminar Presentations
Seminar Presentations

Presentations you can white-label and use with clients.

Financial Calculators
Financial Calculators

Wide variety of financial calculators to utilize for your client meetings.

Live Webinars
Live Webinars

To discuss new, relevant topics and Q&A access with Eszylfie Taylor.

Testimonials