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5. Get Selling: Making the Sale
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Prospecting Tools2 Topics|2 Quizzes
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Client Presentation1 Quiz
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Needs Analysis1 Quiz
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Determining Product Selection1 Quiz
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Prepare the Illustration1 Quiz
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Present the Illustration1 Quiz
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Closing the Deal
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Completing the Application1 Quiz
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New Business Communication1 Quiz
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Fulfilling Carrier Requirements1 Quiz
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Offers and Counteroffers1 Quiz
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Replacements1 Quiz
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1035 Exchanges1 Quiz
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Policy Delivery1 Quiz
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Sales Support Resources
Lesson 5 of 15
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Prepare the Illustration
The product illustration is an important part of the product your client has chosen. It will demonstrate how the product is predicted to preform for the client. It is a required part of the sales process with our partner carriers and even required to be documented by state regulations as well. You will need to become an expert on how illustrations work and how to explain an illustration to your clients. In the next video, learn more about the illustration process and tips on running them.