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.
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.