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1.
Winning Introductory Letters that
get Clients and
Prospects to call
You

2. Setting the
Table for the CI
Sale: Your
Very First
Question - Your
Opening Statement
– The Next Three
Questions

3.
Winning Interview
Scripts: Selling Business Owners
- Selling Lawyers, Doctors, Professionals
- The Family/Worksite Sale

4.
Point of Sale: PowerPoint Presentations - Excel Spreadsheet CI vs Sinking Fund - DI vs CI Side by Side - Collateral News Articles
- Tax Authority

5.
The Close: Power Phrases
& Sound Bites - The Five Final
Questions - The Waiver
Letter

6. PowerPoint Presentations for
Individual & Group Seminars |