How to find and refer for IULs, Annuities, IBC (Infinite Banking) and Retire Your Debt cases

First, understand the difference between these products and how/when you might uncover ideal opportunities to ask about them.

Topics: appointment

This training shows how Eric Valdez does an appointment so you can see how the flow goes, start to finish. You can use the appointment outline as a guide to help you know what to say, do and ask throughout the appointment.

For more training videos on dialing and running appointments, please visit the Training videos.