As a founder of Equis, Rob is a master at appointments. Over the last 20+ years, he’s probably run more appointments than the rest of us combined. Listen and you’ll see why.

Nick started out as a face-to-face agent. Wanting to take advantage of the evolving market, he now does all his appointments virtually. Listen to him explain how he handles his presentation.

Asking for the Sale

Eric Valdez, Integrity Marketing partner, teaches about successfully transitioning to the sale on a Mortgage Protection appointment. In this example, he presents options to protect the mortgage for 12, 18 and 24 months.


“I already have some life insurance…”

Eric Valdez, Integrity Marketing partner, goes in on how to handle the objection about what to say when someone already has life insurance.

“I’ll Just Put This into my Savings Account…”

Eric Valdez, Integrity Marketing partner, teaches on how to handle the conversation when your prospect feels he would rather put the premium into a savings account.


Jimmy has been running mortgage protection appointments since before he was walking. Kidding, but he does have it down to a science. His full appointment is just 12 minutes.

Appointment (Critical Period): Noell Hughes

Noell is one of the best presenters in the business. On this appointment, she helps an older couple protect their mortgage using the critical period (equity protection) strategy.

Appointment (Critical Period): Matthew Wilson

Here’s a couple who got a final expense policy, in spite of a history with A-Fib & diabetic neuropathy. By asking questions, I discovered his policy had a 2-year wait. Notice her reaction…