⬅ BACK

A1 - A8

BULLET POINTS

• A1–A8 Basics — the how, what, and who
• Control the Conversation — handle the 3 things every client is thinking
• Intro Types — Vet Intro, Will Kit / Plus Lead, POS Intro
• Build Rapport — use F.O.R.M.
• HP Pro + No-Cost Benefits — how and why
• Veteran Catch-Up Program — understand & present it
• Plus Leads 101 — dig in and work them
• Top Producer Habit — 50%+ of business from plus leads
• Assume, Don’t Ask — plus leads + texting in HP Pro
• Endorse & Activate — plus leads process
• Roll Referrals — why it matters + how to do it
• Log into HPPRO under “Demo” Mode and practice presentation

HOMEWORK

• Record A1-A8 and send to your leader
• ChatGPT and study the difference between SGLI and VGLI