What to Bring on Your First Appt
What to bring:
- Paper applications: Foresters, CFG, Sons of Norway (PRINT THESE BEFORE YOUR APPT. FROM THE CARRIER WEBSITES)
- Laptop
- ATM (attached below)
- Greensheet, ERS, Debt Questionnaire (attached below)
- The lead or a copy of a lead if it was an internet lead
- Tax free retirement book
- Pen -- we're inking a deal- Don't forget your sword
How to Dress
- Business casual -- we want to look like salt of the earth. Not like fancy insurance people
- Men: Polo, slacks/nice jeans, and decent shoes
- Women: Polo/blouse, slacks/skirt/nice jeans, decent shoes
The car ride there:
- Listen to an Alliance Audio to get your mind right-- Listen on Apple Podcasts // Google Podcast
- Have your in-home materials ready so you can walk right to the house
- Bring water, snacks, lunch so you can minimize stops
- Bring extra leads to doorknock if you get no-showed
- Text your team/manager/upline and let them know you are headed into a home so you can have someone to call from the home.
- Have tic-tacs/gum on hand
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