As a Trainer, you need to master the following:

Submit license Meet the spouse Prospect list

Prospect, invite, and set up appt., Drop by, stop by, Survey F101, and/or Blue Book

Presentation Red flip chart Blue flip chart Concepts

Money Game (where people put their $) Smart $ Order Tax Now, Tax Later and Tax Never Different types of Insurance or Annuity FFIUL and/or Index Annuity

Illustration Write up an app or eapp

Personal Financial Strategy (PFS) (including DIME) Run 3-3-30 Duplication (Trainer)

7-Step Duplication (FASTSTART)

1/13This is for training purposes only. Not intended for external use.