Getting Started In Mortgage Protection

Notes:
When you call your manager, be prepared to review your schedule and leads budget with them, and they will guide you to purchase your first lead order.

Watch both Bill Martin and Rob Jones videos on appointment setting in Training Center.

Keep your script simple and remember to answer every “objection“ with “that’s no problem, I’m just required to bring you the information,“ and offer 2 time options.

This is all about working the numbers. If you work the numbers you will have success.

Mortgage Protection Documents

• In-home Road Map with Senior Underwriter Protocol
• Client Worksheet
• Client Options Sheet
• Emergency Contacts

Always consult with your growing upline leaders for direction!