© National Agents Alliance. Any duplication or alteration of this presentation without written...

© National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited.

WE ARE A NATIONAL ALLIANCE OF AGENTS WORKING TOGETHER TO

PROVIDE MORTGAGE, FINAL EXPENSE AND RETIREMENT PROTECTION TO OUR

CLIENTS.


About Me

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About Me

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Insert Insurance License Here


Mutual of Omaha: is a Fortune 500 mutual insurance company founded in 1909 with over $14.9 billion in assets.

Also known as Transamerica: is a multinational company started in 1906 with over $31 billion in assets.

Foresters: is a 135 year old company with assets of over $6.2 billion.

Columbian Financial Group: is a reputable company established in 1882 that has over $1.3 billion in assets.

Baltimore Life: is a 130 year old insurance company with a billion in assets.

Companies I Represent


What If?

What was your concern when you sent in this form? If you died last week, what would you want me to do for

your family this week?Option 1 “Sorry, your spouse wanted to think about it and didn’t commit to the

benefit.” Or, “Sorry that last week you didn’t make a commitment to the ones that

need you.”Option 2 “Here is a tax free check to eliminate your monthly mortgage payment.”

When you sent this form in were you concerned about critical illness, accidents or paying bills?

Which benefits are most important to you?What are the consequences of not taking care of this today?


What is Mortgage Protection?

Pays your mortgage off when you die You choose your beneficiary Portable – follows YOU, not your mortgage Level death benefit/Level premium Covers death due to illness or accident

Affordable options – Mortgage “Payment” Protection Cover 12, 24, 36 months or more of mortgage payments Buys time and could earn more equity in the home

Disability Unable to work – pays your mortgage payment

Return of Premium Pays ALL your premium back, tax free, if you are alive at the

end of your term


What Happens Next

We will get brief information to determine which company is best for you and your family.

We will fill out the application form, sign it and send it in with the first month premium.

We will do everything we can to get you qualified.

Sound good?


Name _______________ Age ____ Name _______________ Age ____ Ht _______ Wt _______ Ht _______ Wt _______ Tobacco Use (Type) _____________ Tobacco Use (Type) _____________Income ______________ Income ______________Company _______________ Company _______________How Long? _________ How Long? _________

Mortgage _________________________ Monthly Payment ______________

401K,CD’s, retirement accounts from previous companies ________________________________

Children (Name/Age) _________________________________________________________

Current Policies (Type/Face Amt) _______________________________________________

Medications (Name/Dosage/Reason) ____________________________________________

____________________________________________________________________________

Major Operations (Type/Date/Hospital Stay) ______________________________________

____________________________________________________________________________

Criminal or Driving Record ______________________________________________________

____________________________________________________________________________

Military Member (orders for deployment overseas) ____________________________________________________________________________

Citizenship ___________________________________________________________________

A Little About You


Your Quote

Option 1 Option 2 Option 3

Benefits

Monthly Payment


Emergency Response System

Agent NAA# ______________


Prescription Discount Card


Prescription Discount Card

Yes, I would like to utilize my right to sponsor individuals in the NAA Program

No, I do not wish to utilize my right to sponsor individuals in the NAA Program

Sign Here __________________


Safe Money

Do you consider yourself a saver or an investor?

How has your retirement portfolio performed over the last few years?

Are you concerned that you will outlive your money?

How much of your current savings can you afford to lose?

Did you know there is a cash accumulation account with insurance companies that is guaranteed and offers up to 10% bonus on your principal deposit?


Final Questions

Do you feel good about taking care of your family today for ________ per month?

Anything you can think of that would prevent you from keeping this payment going?

I will call in a couple of days to answer any questions you might have.

I will personally meet with you to open up and review your policy with you when it is approved.

Any questions?


Final Questions

Do you know someone who may be interested in making an extra $500 a week helping families do what I just did for you?

My manager is hiring motivated, intelligent, people in this area, how can he contact them?


Agent Resources


CarriersThis slide for Agent Use Only.


This slide for Agent Use Only.

© National Agents Alliance. Any duplication or alteration of this presentation without written...

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