|
From The Desk Of Pat Wedeking
Hello Friends,
Greetings from the Great Northwest on a fall evening late at night with the wind
blowing and light rain hitting the window.
The wind is blowing…the trend is clear. Consumers are buying in a more direct
fashion. Life Insurance is not only a part of that, but is, in fact, one of the
leading products sold in an increasingly direct fashion.
Direct to the carrier? No. Direct to the producer! Because consumers are
demanding it; carriers are accommodating and now embracing this market. Exam
companies love it and report up to half of their business is from our niche.
Processes are being refined to fulfill the public’s demand for quality life
insurance that is easy to understand and delivered professionally.
Click Here to Read the Full Version....
|
|
LeadBoss Q&A
What is the process for moving to the next version of
LeadBoss?
We are in the final weeks of testing the new version of LeadBoss. Once we are
ready to begin moving our agents to the new system, you will be contacted by
either Laura or myself (David Penhallegon) to schedule a demo of the new system.
Once you have completed the demo, you will be given a URL (Web address) for the
new version. It should be noted you WILL STILL be able to access the old version
in case you have any problems with the new version, are unsure how to use
specific features of the new version or simply want to use both versions for a
limited period to ensure you are comfortable with the LeadBoss. All notes,
status changes, or modifications made in one version will also appear in the
other (they are linked). We will cut-off the old version about 1 month after
every agent has successfully been transferred to the new system.
When will the new version of LeadBoss be ready?
We are hoping to roll out the new version of LeadBoss toward the beginning of
November. It is very difficult to give an exact data or to set deadlines and
adhere to these deadlines since testing often reveals bugs and issues which need
to be corrected. Please know that we are trying our best to get the next version
tested and ready for your use!
|
|
Introducing Only Financial Group's New Training Coordinator - Dr.
Ron Caskey
PASSION FOR
PROFESSIONAL SELLING
Whatever you do for
a living, it needs to be your passion. If you can’t develop a passion
for what you do at least five days a week, you are in the wrong
business. Have you ever seen a Doctor or Lawyer or Athlete or Artist or
Pilot who didn’t continue their education, expertise, and continue to
hone their skills in their particular field? Have you ever seen a
professional who wasn’t absolutely passionate about their field of
endeavor? Have you ever met a professional Pilot who wouldn’t “hangar
fly” (talk incessantly about flying) at the drop of a hat? The answer
to all of those questions is a resounding NO!
Click Here to Read the Full Version.... |
|
Good to Great
By Brad Howard
Portia Nelson offers this analysis of her life in “An
Autobiography in Five Short Chapters.” Agents in the process of transforming
their careers will find this interesting.
Chapter One: I walk down the street and come to a deep hole in the sidewalk. I
fall in; I feel lost – helpless – but it’s not my fault. It takes forever to
find my way out.
Chapter Two: I walk down the same street and come to a deep hole in the
sidewalk. I pretend I don’t see it, and fall in again. I can’t believe I’m in
the same place – but it isn’t my responsibility. It still takes a long time to
get out.
Chapter Three: I walk down the same street and come to a deep hole in the
sidewalk. I see it – but I still fall in. By now it’s a habit. But my eyes are
open; I know where I am. I take full responsibility; I get out immediately.
Chapter Four: I walk down the same street and come to a deep hole in the
sidewalk. I walk around it.
Chapter Five: I walk down another street.
Why should it be this way? My mentor, Buster Shepherd, once illustrated the
wonder of this process in his version of this story.
Click Here to Read the Full Version.... |
|
One Step Impaired
Risk Quoting!
We've added additional features under the "Brokerage" tab at
onlyfinancialgroup.com.
These new links give
greater ease when quoting impaired risk cases. After selecting "Impaired Risk Questionnaires" you will be
prompted to supply details of your prospects health condition.
Interested in this article?
Click Here to Read the Full Version....
|
|
OFG Press Releases
Take a moment to read
through our press releases, and to learn more about our exciting
services and products which will increase your bottom line!
Press Release Archive |
|
 |
|
Sales Corner
A $30,000 Idea!
Use this form in every outpacket to list the
options available to your client. Their requested coverage is always the
smallest offer on the page. In many cases your clients will choose the
middle option and in some cases the biggest option.
"The average case increase over a year will be
worth $30,000 of additional premium."
TP Denver, CO.
Click Here For the Form
|
|
Please Join Us
For Our Biweekly Teleconference's
iForum
"Engineered To Make You Money"
A
monthly teleconference of vendors, carriers and the nations top producers in
the Direct Response Market
Next Teleconference
Tuesday
November 11th
at 1:00
PST
Summit Group
A
monthly teleconference of the nations top producers in the Direct Response
Market.
Next Teleconference
Tuesday
November 25th
at 1:00 PST
Open to all
Only Financial Group vendors and agents.
For those
wishing to sit in, contact Brad from OFG at:
reminder emails will be sent
with access number
|
|
Impaired Risk?
Has your client been Declined, Postponed, Rated or Refused?
|
|
