Agent Resources
https://www.loom.com/share/d2d42b61e9754f07979ee480f7e71d38
https://tinyurl.com/EnteringOPT
https://tinyurl.com/BuyOPTLeads
https://loom.com/share/a61b8799f9234fdf9ea4c02b5871d755
https://www.loom.com/share/b45c07afac404dc4a8490b0585aebb35?sid=9f4a3a1d-bd67-4c92-b561-e841ee581b83
https://www.loom.com/share/d6148ae44e0349de8319aea8d9f85a03?sid=cb260491-961c-4d4d-9450-d7e076f8ba10
https://docs.google.com/document/d/18cB_u5iUNLf3XEFr81WN1ZMigZAgHAUhYd6XE5-kAbA/edit?usp=sharing
https://podcasts.apple.com/us/podcast/the-ed-mylett-show/id1181233130?i=1000624014000
https://vimeo.com/705570799
Ideal DFL Candidate:
1. Ideal age 65 and under
2. Must be healthy enough to qualify for TERM life insurance
3. In debt & want to get out of debt
4. Already overpaying on their debts / mortgage
5. Mortgage + 2 Consumer Debts
Ideal IUL Candidate:
1. Ideal age is 45 and under
2. Must be healthy enough to qualify for TERM life insurance
3. Someone interested in a college savings plan for their dependent children
4. Someone who has no retirement plan
5. Age 45 and under
Ideal Annuity Candidate:
1. Ideal Age Range is 50-65
2. Someone whose accounts have lost money (or who fears their accounts losing money)
3. 401K from a previous job
4. Someone with investment accounts (CDs, IRAs, Money Market, etc.)
5. Someone with a windfall from the sale of a property or an inheritance
Hey, (their name), this is (your name).
You just put a request in online with symmetry financial asking for some information about life insurance. You said your favorite hobby is[snorkeling]. And I am a licensed agent that you were told was going to reach out to you. I’m going to send you a couple of texts, totally fine if you just want to communicate that way. But I wanted to introduce myself over the phones, you know that I’m a real person. And I’m going to send you my card. It has my picture on it, it has all my info. Feel free to just respond to me there. But you’re welcome to call me back here at any time. And we’ll set the time to talk. Hope you have a great day. Talk to you soon. Bye.
