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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 6 of 15
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Present the Illustration
With the illustration completed for the product your client chose, you now need to review it with them. This process is key to ensuring the client understands what they are buying, how it is predicted to work, and how it will address their needs. It is the deciding factor in closing the sale with your client. They saw a need for this product and now you are showing them exactly how it fills that need. In this next lesson you will learn how to present the illustration and what you need to point out to the client.