To access the recording of the River City call, use the following: https://zoom.us/recording/share/_vhjA2s0TZ1aYClt2VXmv84oRFhol80-TRrhyD-7WgKwIumekTziMw
>>The recording will be available until the start of the following week’s call.
Bill Martin Jumpstart Live! Webinar
Watch or Listen to Bill Martin make Live dials, overcome objections and answer questions from Webinar attendees.
Look for a text message from Equis with the link every Wednesday and Friday.
Or, use chat feature on your Equis Dashboard to request the link.
Wednesday 3 pm EDT / Friday 3 pm EDT
>>View archived Bill Martin webinars here.
Equis Company Wide Sales Conference Call
This call is for all Equis Financial agents
Friday 11 am EDT
Dial In# 701-801-1220 Access Code 826858334#
Equis Leaders Conference Call
This call is for all current and aspiring Equis Leaders
Friday 1 pm EDT
Dial 701-801-1220 Access Code 730469444#
PRESENTATION TOOLS
These guides are tools to help you prepare for an appointment and make quick determinations for what is best for your clients. We recommend printing a copy of each and carrying with you for reference.
Living Benefits
Critical, Chronic & Terminal Illness Rider Grids
Print multiple copies of each of these to use with your clients. These documents can be personalized by adding your contact info. Current contact info on documents is just an example and should be replaced with your contact information.
New Kind of Life Insurance
Needs Analysis
Print multiple copies of these worksheets. Complete with your client, take a photo, and then text to your manager for a product recommendation.
The Value of Mortgage Protection & Living Benefits
Print and laminate this document. Use this as a tool to explain how the new kind of life insurance can benefit your client.
48-48-50 : Stats to review with clients
Print in color and laminate to keep in insurance bag.
