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About Me

We are a national alliance of agents working together to provide mortgage, final expense and retirement protection to our clients. About Me. About Me. Insert Photo 1 Here. Insert Insurance License Here. Insert Photo 2 Here. Companies I Represent. A Little About You. What If?.

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About Me

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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

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

  4. Companies I Represent

  5. A Little About You

  6. What If? • When you sent this form in were you concerned about eliminating your monthly mortgage payments, accidents, or disability? • If one of you died last week, what would you want me to do for your family this week? Option • “Would you want to think about it and not commit to the benefit of your loved ones? Option • “Here is a tax free check to eliminate your monthly mortgage payment.” • What are the consequences of not taking care of this today?

  7. What is Mortgage Protection? • Can pay your mortgage off when you die • You choose your beneficiary • Portable – follows YOU, not your mortgage • Level death benefit/Level premium • Covers death due to illness or accident • Affordable options – Mortgage “Payment” Protection • Can cover 12, 24, 36 months or more of mortgage payments • Buys time and could earn more equity in the home • Disability • Unable to work – can pay your mortgage payment • Return of Premium • Pays ALL your premium back, tax free, if you are alive at the end of your term

  8. What Happens Next • We will get brief information to determine which company is best for you and your family. • We will fill out the application form, sign and send in to the carrier that best fits your families needs. • I will do everything I can to get you qualified. • Sound good?

  9. Your Quote Option 3 Option 2 Option 1 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 • How much of your current savings can you afford to lose? • Do you consider yourself a saver or an investor? • Are you concerned that you will outlive your money? • 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. Tax Free Retirement • How much of your hard earned retirement will be taxed in your current investments? • If I could show you a way to re-allocate these funds into a tax free accumulation account with upside potential and no downside risk would you be interested? • Would you want to access your money tax free?

  15. 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?

  16. 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?

  17. Agent Resources

  18. This slide for Agent Use Only. Carriers

  19. Product Grid Refer to mobile version on NAAU Educational Resources: Advanced Resources http://naauniversity.com/underwriting-grid/mortgage-grid.php

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