The 6 P’s to Start Up of your Business

As a trainee, it’s your job to Learn & Master the System..

1 | Learn the PROCESS

2 | Build a PIPELINE

3 | Hire PARTNERS

4 | How do we get PAID

5 | Get PROMOTED

6 | Own your PRODUCTS

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What We Do For Families

Build A

Family Legacy

Availability of your Schedule

Appointments Availability:

What are 2 days that you are

available in the next 7 days?

What are 2 times that you are available on those times?

Important Meetings:

RVP University (IN PERSON)

Saturday’s: 9:00AM - 10:15AM

10598 DIberville Blvd Suite E DIberville, MS 39540

OUT-OF-STATE (ZOOM INFO)

ZOOM: 228-860-9984

PW: zoom (all lowercase)

Licensing Class:

What are the days of your

life insurance licensing class?

Learn the PROCESS of

becoming a FIELD TRAINER

Requirement: 5 Field Observations before Appointed with State

I DO THE EASY 3

WE DO THE NEXT 3

YOU DO THE LAST 3

YOU

FIELD

TRAINER

FIELD

TRAINER

FIELD

TRAINER

YOU

YOU

How Do We Get PAID (Un-Licensed)

Keys to an Appointment

CREDIT: Husband + Wife must be present to get credit

AWARE: Make clients aware field trainer is coming

NOTES: Field Training NOT Field Watching;

Take notes on 10 things you observe

Get a PROMOTION, Earn Commissions, & Earn Overrides (Licensed) �

What promotion is the most important?

*Hint* it’s in RED

$83 policy x 12 months =

$1,000 AP

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$1,000 AP x Contract = Commission

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$1,000 AP x 12.5% =

$125 Commission

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$1,000 AP x 50% =

$500 Commission

Own your PRODUCTS

+

Term Life Insurance

Roth IRA

Income Protection Number:

Debt: ________

Income Annually: ________

Mortgage: ________

Expenses: ________

• Children: ________

Financial Independence Number:

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$_______ x 12 months = $_________

$_______ x 20 years = $___________

Age of Retirement: _______

• $50 - $100

• $100 - $150

• $150 - $250+

+

Money Market Account

6 Month Emergency Fund:

$__________ Monthly Expenses

$__________ x 3 Months = _________

$__________ x 6 Months = _________

Build a PIPELINE of Inventory

Who would do you a favor

just because it’s you?

Who would help you with a training appointment?

Who are you close with that you really want to show this to?

WORKS BEST WITH MARRIED OR HAVE KIDS

Find PARTNERS to Grow your Business + Build a Team

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Who do you know that would want to work with us just because you are?

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Who do you know that could use extra money right now?

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Who are you close to that you would really want to work with?

COMPETITIVE

HARDWORKING

AMBITIOUS

NEEDS MORE MONEY

PEOPLE SKILLS

1

3

1

3

1

3

2

Business Partner

2

Business Partner

New Trainee

2

Business Partner

Objective:

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• Set 5 Field Training Appointments

Script:

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Hey _______ , my name is Shawn.

You & I don’t know each other but we have a mutual friend _________.

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________ will be partnering with me to open our next branch of our financial business and i’m going to be completing her training in the field.

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You may or may not be interested in what we do but we would like to pop by for 20 minutes with you & your spouse to show you what _______ will be doing so you can help her with training in the field but also refer people her way.

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As far as us getting together, would Monday or Tuesday work best for you?