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National Alliance - Insurance, Mortgage, Final Expense, Retirement Protection

We are a national alliance of agents providing mortgage, final expense, and retirement protection to clients. Find out how we can help you today.

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National Alliance - Insurance, Mortgage, Final Expense, Retirement Protection

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  1. We are a national alliance of agents working together to provide mortgage, final expense and retirement protection to our clients.

  2. About Me • Insert Personal Information Here

  3. About Me Insert Photo 1 Here Insert Insurance License Here Insert Photo 2 Here

  4. Companies I Represent

  5. Why Is This Important? • Most people request information for 1 of 4 reasons: • They don’t have protection. • They need more protection. • They want to leave money behind for a loved one. • An estate could be in probate for quite some time causing lifestyle changes . . . • Why did you send this in? • To alleviate financial burden? • To replace loss of income?

  6. A Little About You Name _______________ Age ____ Name _______________ Age ____ Ht _______ Wt _______ Ht _______ Wt _______ • Tobacco Use (Type) _____________ Tobacco Use (Type) _____________ Income ______________ Income ______________ Company _______________ Company _______________ How Long? _________ How Long? _________ Mortgage _________________________ Monthly Payment ______________ 401K,CD’s, retirement accounts from previous companies ________________________________ Children (Name/Age) _________________________________________________________ Current Policies (Type/Face Amt) _______________________________________________ Medications (Name/Dosage/Reason) ____________________________________________ ____________________________________________________________________________ Major Operations (Type/Date/Hospital Stay) ______________________________________ ____________________________________________________________________________ • Criminal or Driving Record ______________________________________________________ • ____________________________________________________________________________ • Military Member (orders for deployment overseas) ____________________________________________________________________________ • Citizenship ___________________________________________________________________

  7. What Is Final Expense? • A funeral and all it’s expenses can easily total over $12,000 • Final expense is coverage that alleviates the financial burden placed on loved ones after the death of a family member. • The coverage is permanent. • If you qualify, your rate never increases and your benefits never decrease. • If, for some reason, you were to miss a payment this coverage contains a cash accumulating account that can temporarily cover missed payments.

  8. What Happens Next • You will pick the option that best fits you and your family’s needs. • We will fill out the application form, sign it and send it in with the first month premium. • Sound good?

  9. Your Quote Premier Preferred Basic Benefits Monthly Payment

  10. Emergency Response System Agent NAA# ______________

  11. Prescription Discount Card

  12. Prescription Discount Card • Yes, I would like to utilize my right to sponsor individuals in the NAA Program • No, I do not wish to utilize my right to sponsor individuals in the NAA Program • Sign Here __________________

  13. Safe Money • Do you consider yourself a saver or an investor? • How has your retirement portfolio performed over the last few years? • Are you concerned that you will outlive your money? • How much of your current savings can you afford to lose? • Did you know there is a cash accumulation account with insurance companies that is guaranteed and offers up to 10% bonus on your principal deposit?

  14. Final Questions • Do you feel good about taking care of your family today for ________ per month? • Anything you can think of that would prevent you from keeping this payment going? • I will call in a couple of days to answer any questions you might have. • I will personally meet with you to open up and review your policy with you when it is approved. • Any questions?

  15. Final Questions • Do you know someone who may be interested in making an extra $500 a week helping families do what I just did for you? • My manager is hiring motivated, intelligent, people in this area, how can he contact them?

  16. Agent Resources

  17. This slide for Agent Use Only. Carriers

  18. This slide for Agent Use Only. Final Expense Product Matrix

  19. This slide for Agent Use Only. Final Expense Product Matrix

  20. This slide for Agent Use Only. Final Expense Product Matrix

  21. This slide for Agent Use Only. Final Expense Product Matrix

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