Streamline your business closing sales for insurance industry with airSlate SignNow

Effortlessly close deals and boost efficiency with airSlate SignNow's user-friendly solution tailored for Insurance Industry.

airSlate SignNow regularly wins awards for ease of use and setup

See airSlate SignNow eSignatures in action

Create secure and intuitive e-signature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month

Our user reviews speak for themselves

illustrations persone
Kodi-Marie Evans
Director of NetSuite Operations at Xerox
airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.
illustrations reviews slider
illustrations persone
Samantha Jo
Enterprise Client Partner at Yelp
airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.
illustrations reviews slider
illustrations persone
Megan Bond
Digital marketing management at Electrolux
This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.
illustrations reviews slider
Walmart
ExxonMobil
Apple
Comcast
Facebook
FedEx
be ready to get more

Why choose airSlate SignNow

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
illustrations signature

Business closing sales for Insurance Industry

Are you in the insurance industry and looking for an efficient way to close sales? airSlate SignNow, a leading eSignature solution, offers a seamless process for signing and sending important documents digitally. With airSlate SignNow, businesses in the insurance sector can streamline their operations and improve customer experience.

Business closing sales for Insurance Industry

With airSlate airSlate SignNow, insurance businesses can save time and resources by eliminating the need for physical paperwork. The user-friendly interface allows for quick document preparation and signing, giving you a competitive edge in the industry. Take advantage of airSlate SignNow's benefits today and experience a more efficient way of closing sales for your insurance business.

Sign up for a free trial of airSlate SignNow and start closing sales effortlessly!

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online
Generate templates of your most used documents for signing and completion.
Create a signing link
Share a document via a link without the need to add recipient emails.
Assign roles to signers
Organize complex signing workflows by adding multiple signers and assigning roles.
Create a document template
Create teams to collaborate on documents and templates in real time.
Add Signature fields
Get accurate signatures exactly where you need them using signature fields.
Archive documents in bulk
Save time by archiving multiple documents at once.
be ready to get more

Get legally-binding signatures now!

FAQs online signature

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

Trusted e-signature solution — what our customers are saying

Explore how the airSlate SignNow e-signature platform helps businesses succeed. Hear from real users and what they like most about electronic signing.

Great tool
5
Konstantin Seroshtan

What do you like best?

Easy to use. Good feedback from the clients who use it to sign documents

Read full review
Excellent eSign system
5
Tahir Ahmed

What do you like best?

airSlate SignNow has the facility of text tags which can be include on your documents. Text tags for signature and invite are particularly useful , by adding these tags on the documents you can load the document to airSlate SignNow website and their system sends the document to signer which is already added on through text tag. Another useful feature is the windows context menu just right click on your document and it allows you to load it for esign.

Read full review
Easy and Convenient
5
Anne Summers

What do you like best?

They have the app and the system is fast and easy to use

Read full review
video background

How to create outlook signature

and get on your feet as we bring to the stage with a thunderous massive eight percent applause one of my best buddies in the industry mr roger shawn [Applause] [Music] [Music] everybody [Applause] [Music] good afternoon everyone i'm excited to be here with you today how cool is it to be in a room with a bunch of people who just want to win and you're surrounded by them it was your choice to put yourself in this room and i'm honored to be here with you not just to be on stage presenting to you but to actually be with you in the room rubbing elbows locking arms learning with you so thank you for being here for me and my team so that we can learn from you and a big shout out and thank you to cody and lauren askins and the entire eight percent team i know there's been an unbelievable amount of effort and work went into this i want to give a particular shout out to cassidy and kelly and andy can you do that for me great job on those guys well i represent the life insurance academy as you can see and today we're going to do a little bit of training can we do that can we dive in and do some training and talk about some some things that can maybe move the needle a little bit in your life daniel pink a student of human behavior author of a book called persuasion another great book called to sell is human teamed up with a data analytics firm and they surveyed 7 000 adult u.s workers 7 000 that's seven times the people that are in this room how accurate you think the numbers are at the end of that study right and they were trying to determine what the behavior patterns were with people interacting with each other throughout the day and one of the most interesting questions that came out of that survey was this that i found fascinating what percentage of your work what time amount that you put in of your work every day is persuading influencing or convincing someone else to give up something that they value their time their money their resources their position their desired outcome for a position that you're proposing or you're presenting interesting the number was absolutely astonishing 41 was the time that people said they're spending moving people toward their position when we think about that it's astonishing 24 minutes out of every hour of every day we are trying to convince someone to do something that we want we're not only doing it in the workplace we're doing it at home how many people know that you're like hey where are we going for lunch let's let's do mexican right where are we going tomorrow for coffee what about vacation whose parents are we going to see this holiday right are they coming here are we going there what about our budget what about christmas where are we where are we spending the fourth of july we do these things every day in our lives we are all persuaders another fascinating question that was asked of the same group was this when you think of sales or sales people what is the first word that comes to your mind let's hear some of those words resistance aggressive pushy consultative what else come on give me sleazy where's my wallet right fascinating so the question what's the first word that comes to mind when you think of sales or sales people check out the responses the smaller the words the less frequent the larger the words these were the most common the largest word that was given among seven thousand people the most common word was pushy how do you feel about that how do you guys feel about that how many people in the room are in sales huh guess what the world thinks we're pushy the world thinks we're sleazy difficult hard yuck uncomfortable essential challenging necessary cheesy manipulative scary tough slimy and painful i don't see myself that way do you i don't see myself that way interesting how people separated in their mind what they do 41 of their day from an actual concept called sales and yet at its base level sales and selling is what it is persuasion it is influence persuasion and influence it's moving people to your desired position so if you have a career choice in sales how much more important is it for us to understand the concepts behind what moves people to a better what moves people to your desired position and how to implement it into your process because who wants to be one of these people we don't like these people and we certainly shouldn't want to be one of these people would you agree aristotle said this persuasion is the art of getting someone to do something they wouldn't ordinarily do if you didn't ask them if you didn't ask them you see i believe persuasion is a beautiful thing i believe it's a beautiful thing i believe that your influence and persuasion should be used to move people to a better place it should be used for good we're in an honorable profession what we do changes people's lives we make a difference in people's lives every day with our products and our services you make a difference and you make a difference in your life with your belief and the ability to change someone and move them to a better place i believe sales should be ethical i believe it should be strong powerful and convincing and i believe you should know how to craft a message that is ethical strong powerful and convincing and understand the fundamentals of what it needs to be created in a fashion that you can deliver that every time every time you see when we think of ethical selling here's my definition ethical selling is the art of creating a willing and desired exchange of value that moves people to a better place we should all desire for people to move to a better place we should all use our skill set to enrich their lives if you're in the business of serving you you're in the wrong business i challenge you to leave the room if you're here because you want to help other people and by doing so you can help yourself you're in the right room so welcome so let's learn together i have some questions for you how many of you ever lost a sale how many of you have ever gotten objections and then you're doing rebuttals and then another objection and then a rebuttal and you get in this endless cycle anybody who've ever felt that before be honest be honest even you cody right we've all been there how many of you feel like you finally figured out sales you're on a roll and then for no reason the wheels fall off and you get into a slump how many people have ever hit a sales slump right slumps right that word is just ugly slump right who wants to slump how many of you have ever just tried to maybe duplicate somebody like there's a top producer i'll just do what they do because certainly if i just do that that will work for me but guess what you're not them your personality is different you are uniquely wired to be you and you're just doing a rem you're just doing actions you don't understand the philosophy or the concepts behind it or the psychology behind what's going on what if you could implement a process into your delivery that you could go back to and you could craft craft a presentation that delivered a one-call close over 87 percent of the time would you guys be interested in that i only heard a few lose can you believe that 87 close rate i'm gonna deliver to you some concepts today that's going to give you that if you're leading a team and you're trying to teach people and you're trying to lead them and they're all got different personalities some of us spend more hours just on the phone trying to hold people in before they quit so they can make enough money to stay in long enough to keep them going how many of you relate to what i'm saying right you've been there if you understand the concepts and the psychology behind the five fundamentals of a one call close you can craft that into a presentation into a training platform and teach your people to build their own presentation build on some fundamentals that work that are true so at the life insurance academy we're going to help you we're going to help you learn how to apply the principles of psychology and selling we're going to teach you a process designed exclusively for you not for me you're not roger short you're not coach michael burt you're not cody askins you're not pete fournier it's hard to duplicate specifically someone else but if you know the principles you can design your six-figure presentation and then lastly eliminate objections and close more sales aristotle in his writing rhetoric proposed that there were three terms that he associated with rhetoric and persuasion he believed that an argument or an appeal should relate to three areas number one ethos ethos or an appeal to ethics character and trust ethics ethos secondly he believed that it should appeal to pathos and appeal to the emotions or the feelings this is where we get into the internal need of somebody their state of mind how do they feel about their problem and how do they feel if we can help them solve their problem do they feel like it's a win and then lastly log us an appeal to the logic and facts and if we're addressing these three areas in our presentations in our arguments in our sales in our consultation in our phone sales in our face-to-face sits at a kitchen table then we've got a winning platform we've got a winning program you see we are all different we are all different and it's important to understand the principles of how to build your own one call close presentation how many of you would like to know some of those principles today we're going to walk you through those you see what you do matters we're in a life change business we're in a life change business anybody can buy insurance from anyone did you know that right did you know that what we what we offer is a commodity you can literally dial 1-800 medicare or 1-800 life and get a policy you know this right so what separates you from 1-800 dial a policy eight hundred dollar policy in you the difference is is that you are a person with a specific skill set who knows how to transfer your knowledge and your belief to the other person so they take an action so they get moved to a better place you enrich their lives you see i believe we're all called to be difference makers i've been wearing this wristband now for about seven years you can stop by our booth you can get one put one on look at it every day and say i'm called to be a difference maker in my industry you see i believe we should raise the standard of selling to this place of ethical selling where people are moved to a better place so let's talk about that let's talk about that your message is important you need to learn how to tell it it will change people's lives so five fundamentals of a one call close this this will not be steps these are not steps this is concepts this is psychology of selling are you ready for the first one who's with me are you ready all right i don't want to be pushy but i want to be convincing i want to be persuasive the first one is number one we need to transfer belief we need to transfer belief you see when you're sitting with somebody the thing that they they feel from you is whether you believe what you're saying do you guys believe what cody do you guys feel what cody speaks when he says it do you believe that he believes yes there's some people when they're communicating to you you know you're speaking with somebody you know you're talking to somebody who believes what they say when you're able to transfer belief to another individual it makes all the difference in the world so you need to know what is my belief statement what is my belief statement do you have one do you have a belief statement crafted for your presentation you see i believe that insurance is not a nice to have it's a must-have i've seen the devastation and loss of too much financial tragedy and sadness and family strife and and things go crazy when people are not properly prepared for that day when it's going to come for all of us either through a tragic accident or obviously the the ultimate tragedy of death are those families prepared i've seen too much hurt on the other side of that and so i've made it my life's mission to help people set that aside and create peace of mind so their family never has to worry about the financial situation again and that when you leave you leave them in a better place how many people want to leave the people we love in a better place can i get a yes yes we want to leave people in a better place what does a belief statement look like it needs to have unquestionable conviction unquestionable conviction they need to know that you believe that what you have to serve them with is going to improve their lives it's going to be good for them it's going to be there on the day when they get that diagnosis of cancer i just we lost my sister-in-law just last year after a three year battle of cancer she did not know that was coming her and her husband just finished their brand new retirement home on the river in eastern canada on a river that i grew up on absolutely big beautiful blue salmon river i mean it's just spectacular they were getting ready to move in there she got the diagnosis of cancer they were not ready for that they were not ready for it guys our products and services helps people like my sister-in-law put things in place for their family they were able to use the finances and funds from some of the things they had to take that one last vacation to disney world and bring everybody down like these are life-changing moments do you believe that what you do makes a difference do you have unquestionable conviction secondly you need to have undeniable confidence confidence that you are the most uniquely qualified person at that moment on that phone on that zoom call in that kitchen face to face with them you are the most qualified person to help them solve their problem it doesn't matter whether you just started last week i guarantee you if you're a licensed life insurance agent you've gone through contracting if you are a medicare advisor and you've done your your process and you've you've completed your ahip and all the certifications of everything that needs to be done when you're talking to that person you are the most qualified person in the room and you have a group of people around you that you can network with to help them if you don't have the direct answer so be confident that you are the most uniquely qualified person um seven years ago in monk's corner south carolina anybody know where monks corner south carolina is in the room yeah you guys know where that is down near charleston we did a training workshop there about seven years ago and i met a guy by the name of frank frank was a pharmacist that moved relocated from new york to south carolina because the weather was better in the winter and we did a training session and i jumped in the car with frank the next day we went out and started serving families and we wrote some policies and we blessed some people and we walked into this home at the end of this little dirt road like seven houses on the dirt road just around the bend and at the very end of the street facing the street was this little house with a big front porch and we pulled up there and we walked in we were sitting at the table and i got to meet sister wynn w-i n n win i think her name was winifred winifred anybody know a winner fred probably a grandmother right this lady was tall she was statuesque she stood with a good posture she had long hair down here black and gray at the age of about 75 years old she was wearing a moo moo from here to here i didn't know what a mooma was until that day i found out right some of you say what is amumu you can google it look it up um and she came to the door and introduced us and sat us down her husband had just suffered a stroke about a year or so before and had not fully recovered he was in a wheelchair he could not speak and he could not walk he was able to move himself around but that was it we were sitting at the table having a conversation i was diving in frank was observing we were doing shadowing and i was doing discovery with her to try to find out what her need was do they have coverage what do they need do they have other policies in place we're having a conversation and she's talking to me about her life i find out that she's a radio preacher and she's telling me she's excited about this and in the middle of her telling me that story all the air stopped going in and out of her lungs in the middle of her sentence she just stopped i thought did she forget what she was about to say so i was waiting it's like one of those pauses for dramatic effect nope i looked at frank frank looked at me and she was like this and she started to do this universal sign for i can't breathe or i'm choking you know this sign i'm looking at frank i'm going i don't know what's happening right now we haven't been eating anything there's just a glass of water on the table nothing's happening within about 30 seconds we were in a desperate situation because she still couldn't breathe she was pounding her chest she was asking me to hit her back so i'm standing up and i'm hitting the 75 year old lady on the back in the middle of her back i'm going dear god don't let me break anything right now please let her breathe please let her breathe she's not breathing i come around and i look at the front of her and she's she's like this and she's like confused why she can't breathe 35 40 seconds in do you know how long 35 40 seconds is when you stop breathing and you didn't know you were going to stop breathing it's it's terrifying i saw the fear in her eyes i'm looking at frank frank is seated his hands are locked on the table her husband is in the wheelchair his eyes are glued on me i'm standing there going i'm the most qualified person in the room and i believe that when i walked into this house today i was there to help her regardless of whether they placed a policy with me or that i'm there to serve i'm there to be a difference maker so roger step up believe it take action have undeniable confidence i don't know how to do the heimlich i don't know how to do cpr but i got to do something because she's in a desperate situation and just a couple seconds later she runs right out the front door right out the front door frank and i are at the table going what just happened she went out the front i guess she figured if she got some fresh air that would change things and now she's got her hands up to god and she's praying to jesus that she will breathe i can literally see her mouthing the words and i run out the front door her husband comes out behind me they're looking out the door frank's looking over the husband and i'm standing looking at sister wynn and i go sister win dear god i'm going to have to give you mouth-to-mouth resuscitation right here on your front porch at the end of this lane standing up you haven't even passed out and i'm going to have to do this i don't know what else to do and i was like i'm going to do mouth-to-mouth resuscitation i'm looking at her husband for permission right i'm like dear god i'm about to put my lips on a 75 year old stranger's mouth and her front porch in front of her husband and frank the pharmacist [Applause] and everybody's eyes is like this including mine and sister wynn is like this and i go in and i said dear god let this work please let it work hands on nose finger on nose mouth under the chin and literally i lock lips with a 75 year old lady with a little mustache right here i didn't know she had it till i felt it and i blew as hard as i possibly could nothing felt like i was trying to blow up one of those hot water bottles you put in your bed at night nothing was happening i stepped back her eyes were bigger than ever i went to the back again i'm doing the heimlich i'm going dear god i don't know what to do i just pray that the cops don't come around this corner while she's passing out and dying because i'm going to jail i don't know what to do i step around again i said sister win i'm coming in again she goes okay and i came in again for a second kiss and i'm in and i got i'm i'm going this time i am convinced that i'm getting through i've got undeniable confidence that my breath is stronger than her blockage and at that moment i blew as hard as i possibly could and at that moment i felt the air going into her lungs and at that moment she went and i stepped back and go get her some water and she's like no about a minute and 10 seconds had gone by guys like that is the longest time in eternity a minute and 10 seconds with a 75 year old woman was not breathing at your appointment a couple uh about 20 or 30 minutes later we're sitting having a conversation with her daughter who came just from down the street sister wins over in the corner i said to frank frank we're probably not going to wrap up the sale today we're going to leave but i want you to come back and talk to the daughter and see them next week i won't be here but you can do it and i said after you saw what i did you can do anything right he goes i think so we talked to the daughter the next week frank went back and took care of the family and put some policies in place two months later i forgot about the story two months later i'm sitting at home in my kitchen in the island in the morning having coffee with my wife on a saturday morning the phone rings from monk's corner south carolina pick up the phone hello mr roger this is sister wynn i prayed that i would always get to see an angel one day little did i know that on that day two months ago god sent me two and without you being there that day to serve us with your insurance i probably wouldn't be having this conversation with you today so thank you for doing that and thank you for what you do that's all i have i just want to say thank you you're a blessing and she hung up the phone and i thought you know what that's so much like our life insurance business we're always so close to giving up on ourselves because we don't have this undeniable confidence we don't have a an unquestionable conviction and sometimes we forget that we're just there to serve so every day when you get up to walk into someone's home or you get on the phone say to yourself just wire yourself put it on a card write it on your window whatever you got to do say i am going to be a difference maker in this person's life today whether they do an insurance policy with me or not i'm going to help change their lives i'm going to be a blessing and it will come back to me take that mission be a difference maker learn to tell your message learn to tell your message your message is important learn how to tell it it will change people's lives secondly we're going to establish trust we got to establish trust there's two ways that you're going to do that firstly you need to demonstrate empathy in order to establish trust with anyone you need to understand them understanding someone is the difference in selling something to someone to serve your interest or finding out about what they really need so that you can meet their internal need and serve their interest and it's called empathy how do we get to empathy we get to empathy by asking good questions asking good questions i got a question for somebody i hope this mic is on so if we can get the lights up that'd be great who is in the life insurance or medicare space here hands up real high real high real high all right great who here came this weekend hoping to make a major change in their life to take a different trajectory that you're hoping this year was the year this year was the year all right you got my attention over here when you raise your hand what's your name kim minninger kim kim it's so nice to meet you my name is roger it's a pleasure kim what what's your biggest takeaway you're hoping to get from this event this weekend i just want to learn um more about medicare and the networking is what i'm here for just to see what other people are doing and how i can implement that in my business and why why are you trying to do that i want things better for my family take care of my kids and my parents and just better my community beautiful how many children do you have i have five children five children that's commendable how old's your oldest my oldest is 16 and my youngest is six six and when you say i want to make things better for them what kind of things do you see for their future that you want to accomplish well i don't want them to have struggles like i've had so i just want them to have opportunities to better themselves in life and not have to you know worry about taking care of their their families when they're bigger kim you also mentioned your parents i didn't forget about that tell me about your parents well they're getting older you know they're actually about to be on medicare soon and so i just like i can relate to that because it is confusing we've talked about that for people who don't know what it's about so i i feel like i can empathize with them and help other people to know what they're doing and not not feel that confusion and scariness of having to start why is it important to you to set up this life for your children the way you the way you just described it to me why is that important to you well just because i didn't have that so um i think that with my children i just want them to know that like anything's possible they're not limited to what they can do so i feel like if they see me succeed and accomplish something big and great then they're going to know that they can do that also kim if i can come alongside you and help you in some small way in our business and we can come alongside you there's no strings attached would you allow me the opportunity to do that with you to help you accomplish that for your kids absolutely yes all right give it up for kim so ladies and gentlemen what we just did there was i did discovery with kim so that i could understand why she wants to learn about medicare because she doesn't want to learn about medicare if all that was taken care of for her and her family's needs were all entirely taken care of would that be a big passion for her you see her passion is her children creating an opportunity for them limitless dreaming anything's possible and making sure her her parents health is handled in their aging years and she is creating a pattern of legacy for her children and she's demonstrating to her children also about how to take care of your parents is that honorable yes give her a hand for that now that i know that that's honorable i can do that and i can help her solve that need i can help meet her need and now i have a reason or a justification for providing a product or service that's going to help meet her need see i did discovery with her as i would with a client in a home or on the phone so the question is why did you attend why is that important to you you see there's this idea of attunement in sales i don't know if you've ever guys you've ever seen one of these what's called a tuning fork you guys ever seen this tuning fork when you hit this thing hard enough on something you may not be able to hear it it creates a sound wave and that sound wave when it's out of harmony with the thing that is trying to tune creates an inconsistent sound wave what you're trying to do is bring those sound waves together so that you can have another person's perspective that's what a tuning fork does so i want you to remember this how do i attune myself to someone else you do that with empathy with asking good questions asking good questions next we're going to establish authority authority you have to be an authority figure you have to be an educator you have to know your craft you will have to study kim to become a master at your craft and we can help you with that we can help you learn that establishing authority you will do that through your association the organization you're with and also through becoming an educator a teacher someone who educates their clients is someone who makes them feel valued you're taking time to educate them so they can make the best choice thirdly we're going to address the stakes the stakes not ruth chris stakes not morton stakes but the stakes what's there to gain and what is there to lose what is there to gain and what is there to lose when we address the stakes most people want to focus on benefits this is what this plan has it can slice it can dice it can do this and wait there's more we want to do that people take action more on what they might lose than what they can gain it's called the fear of loss cognitive bias it's a framing concept we talk about at the academy and if you understand cognitive biases the the stakes or a fear of loss stake is a powerful one so make sure you address it you see one of the things that i would like to know from kim and i will ask her she doesn't have to answer is kim what happens if you go out of here this weekend and you don't achieve the goal that you set out to do and you don't become financially successful in this business and you can't take care of your parents the way you want to what what does that mean for you and i'm going to have that conversation i'm going to have that conversation with my client in the home if we don't take care of this what's it going to look like being in the funeral home and knowing that your family is there trying to figure out how they're going to pay for not not all the loss of income how they're just going to even pay for a basic funeral benefit and what about the house how do the kids go to college what about t-ball what about field hockey practice what about summer camp who pays for that how does that make you feel why is that important to you when you address the stakes with people it helps them understand what there is to lose it's called the fear of loss cognitive bias my daughter and i olivia she's the only daughter of mine that's not here today i have two other daughters one sitting right here in the front row in c2 you can wave ashlyn wave your hand there she is you guys can say hi to her later she's phenomenal my other daughter is just back here she's actually we'll be at her booth madison so ashland and madison are here this is olivia olivia's my adventure buddy we like to climb mountains together one of my dreams is to climb kilimanjaro it's on the calendar slated for next year provided covid guidelines allows us to travel but this is in the colorado rockies and this is on father's day weekend we went out there and spent three days together and we decided to climb the decal lebron the decal lebron is a four summit loop where you actually hit four fourteen thousand foot peaks in one day start about five thirty finish at about three or four thirty in the afternoon you can actually hit four of them one of those is closed because it's actually on private land and they've actually closed it so we knew we were going to try to do three of them that day now this looks like a happy summit picture and i posted this one on social media some of you who follow me by the way you can follow me on instagram roger short you can follow me on facebook roger short i would love to have you as my friend on social and in person but you probably saw this here's the next photo the next photo is at the peak of the second summit mount cameron and this photo looks a little different from the first one this photo we are actually prostate on the ground because the winds were so high that we actually only were at this we were only at this summit for about 90 seconds you see what happened between the first summit coming back down to the saddle and then climbing the second summit was the scary part and there are no pitchers there's no pitchers because the winds were gusting about 25 to 30 miles an hour when we started to make our way up the second summit by the time we were halfway up the winds had picked up speeds to about sustained winds of about 40 miles an hour and gusts of 75 to 80 miles an hour as we're climbing up a summit on a four foot path with a thousand foot of screen straight down and if we fall over there it's not going to be pretty there's just going to be a little patch of something at the end and the wind is literally knocking us over and if you guys ever go to a gym and you know what a bear crawl is we were literally bear crawling up a mountain it was not fun we got to a point where the winds were gusting over 90 miles an hour it was it was terrifying my hands were freezing i had to find a little crevasse to put some gloves on and get a another layer on under that i couldn't hear because the wind was so loud in our helmets in our in our hoods we couldn't even hear each other talk we were literally screaming at each other i'm going olivia we need the photo let's sit down here and take it she goes no no i go sit down smile now click that was it she stopped smiling we got up and we started we had to make a decision so olivia said to me at that point of no return before we made this second summit she said dad i'm scared i don't know what to do i'm nervous i'm i've never been in this situation and you're the dad and i need to make a decision and for the first time my brave daughter who was in front of me for all of our other climbs i could feel her move behind me she's like protect me and i had to make a decision do we go back down the mountain with a four foot path with gusts of winds 80 and 90 miles an hour with all that treachery or do we actually climb higher to make the summit and try to pick up the trail on the other side and come down the other side of the mountain so here was the stakes i said olivia we're on a mountain this is very dangerous we could die we need to make a decision we need to get off this mountain she said the decision's yours she was trusting me in my confidence and my conviction i said we're going to go up we're going to make this summit and we're going to go down the other side of that thing and so we did and we went down over the other side in the wind we were in the lull for about an hour it was so great and then when we came out around the corner for the next four hours we were in those 90 mile an hour winds again trying to get down off of this mountain this is the picture of us as we got back down almost to the green space and i think this tells the story guys sometimes you have to be honest with each other and you have to show unquestionable conviction and undeniable confidence you have to be really real about what's at stake and you need to make a decision and move your clients to a better place it's no different in life it's no different when you're in the living room it's no different when you're on the phone move them to a better place but be honest with them about what's going to happen if you make a bad decision and you don't take action next we're going to present the options and presenting the options is really about giving people choice it's about giving people choice and when you give people choice they feel empowered you've educated them now you're giving them a choice people don't like to be sold right we've all heard this people don't want to be sold but they do like to buy but they do like a guide to tell them which would be the best decision if you've earned their respect and their trust and they believe you and when you give them that choice it makes a difference in how they move forward because you're empowering them to make a decision for themselves so i challenge you if you're in the home don't sit across the table from people get beside them and become an advisor like their son like their daughter like a brother who's helping them get something they want and helping them achieve it become someone who presents the options there was a study done in california with jam jam some of us give too many options some of us say well you can do this and you can do that and this kind of benefit does this and this one does that we got this one and this prescription drug program covers all this but if you do this medicare plan it includes that and we totally overwhelm people there was a study done with jam in in california and they took these researchers went to either side of a large grocery store and they set up one table and at that table they had 32 jams all with open lids for taste testing on these little gourmet breads and at the other end of the store way this is a large store at the other end the store they had the same same company with a small table with three jams open and all the rest of them were on display behind them but with only three available for tasting the one that had 32 percent at the end of the day they totaled up how many people took action 3.1 percent of the people bought jam at the 32 op at the 32 option table at the three option table 32 percent took action limit your options make them viable make them honest make them true limit your options and give them a clear choice so that they can make a simple decision with your guidance with a recommendation keep it simple if you confuse you lose lastly we're going to provide the solution we're going to provide a solution seems rudimentary when we walk through it but every part of this process so far these psychology principles the five fundamentals of a no closed presentation are designed on aristotle's three areas pathos logos ethos and if we build these into our presentation you can you can then take your message and move it so that you're taking people and helping them get to a better place you see your message is important you need to learn how to tell it it will change people's lives when you provide the solution you're giving people an easy off ramp to make a decision you don't want it confusing you don't want to have them to do a u-turn and come back around and try to get back the next day and confuse them in three proposals later make it simple help them choose cody stood on the stage and said who else wants to join us and here are three options that you can participate in today i said cody that was one of the best three call three option closes i've ever seen would you agree that was a really good close today provide the solution you are a solution provider you are a difference maker your message is important learn how to tell it it will change people's lives so it's going to change especially yours i want you to say this with me my message is important i will learn how to tell it and i will change people's lives do you believe that can we say it again everyone my message is important i will learn how to tell it it will change people's lives you see we're going to walk through the five fundamentals of a one call close transfer belief establish trust address the stakes present the options and provide the solutions and as a thank you for your help today kim we would like to come alongside you and we would like to bless you with a one year membership in a complete life insurance academy course library that course library includes a complete final expense selling system if you wanted to add final expense to your medicare sales a no close final expense presentation mastery course course a reading the client course a pricing strategy course how do you give pricing to people so that you don't confuse them is there an affordability strategy is there a uh a benefit strategy which strategy do i choose and a brand new course which we just released called the principles of influence and selling one of my favorites coaches and cars overcoming obstacles and objections guide and video coaching and two upcoming courses that we're releasing this fall one on mortgage protection telus mastery and another one on how to sell anything to anyone the four personalities course we would like to give that to you a one-year membership well i i'm clicking this thing off again people i'm sorry oh there we go i'm yes let me go back can we go back one more there we go and kim you also get one month access to our annual sales accelerator coaching program so not only do we give you the courses but you're going to get to interact with us for four weeks where we're going to deep dive and help you craft that message so that you can do that for your kids and you can also help your parents and create that legacy that you're looking to accomplish would that be good for you [Applause] and one more thing one more thing the team and i we debated about this we've never done this before and uh it's kind of like what do we do do is there is there an offer what are we offering i said guys i just want to touch people's lives i want to make a difference in their life i want to be a difference maker in the industry i want to help people level up their game and we thought i think it's crazy so for the first time in life insurance academy history we're going to try to do something that's absolutely bonkers and we're going to give you something that we spend thousands of dollars developing thousands of dollars in investing in hours and hours of time video production edit and everyone gets a free course from the academy you get a course you get a course you get a course you get a course this course is the art of persuasion the principles of influence and selling this is a course designed for medicare agents pnc agents life insurance agents mortgage protection or final expense you can learn how to master ethical selling and move people to a better place this is how you get the course text your email address we have to be able to email this to you text your email address to this number 845-420-3337 the principles of influence in selling course is a must-have it's going to help you understand how to implement the eight biggest principles in persuasion to become a master closer one year access to the principles of influence selling course nine video lessons notes and quizzes but more importantly a course guidebook and a workbook for your personal training but also for team training facilitation how many of you would like to have content that you can take and use tomorrow to go out and teach someone something that you learned here today that will help improve their lives how many people would like to do that that's what we want to do for you at the academy text your email address to this number right here it's yours for free but you have to take advantage of it today this is an eight percent on stage offer only text your email address too so tomorrow morning at eight am we're going to take the next steps with you we have a workbook for the first 100 people that attend for designing your six figure presentation on a onecall close remember i told you that you were unique you're a unique personality we have to take those steps down implement it to your sales process for you so friday morning 8 a.m in the embassy west room your host of the life insurance academy podcast will be in there my partner's chris ball zach mcelwain your host for the podcast austin lopez livero will be there it's going to be a phenomenal time 8 a.m don't get drunk tonight 8 am tomorrow morning it's the first one attend what's that saturday saturday what's today friday tomorrow yes saturday morning thank you see if you're honest and genuine with people they will help you win thank you for helping me win attendees can win one of three lia complete course libraries and annual memberships and we're giving away two exclusive tickets to our fall game changer boot camp you can come find out all about that at the booth later i want to leave this with you i sat with a lady her name was jerry hunter i was helping her write a policy it took me two months to find her i wrote a policy for her as i was doing it her daughter 49 nine-year-old daughter came in the room came showed up at the home her name was sandra sanders sat there and wanted wanted to know if she asked her mom do you want me to get this guy out of here because no she he's helping me for you a little later i sat with sander and i said sandra you need to put coverage in place for your mom it's going to matter because i know she's doing this for you but what if something happens to you do you have any coverage she goes no i don't and so over the course the next little while we were able to talk to her about that we set up a policy for her she called me a year later added some additional coverage that additional coverage she added was for the mortgage on her home and here's what happened the following christmas i get a message on my phone i pick up listen to the message and it's from a funeral home in the south end of louisville kentucky asking me for to come and help with a death benefit claim on the life of sandra not not jerry but sandra i went out and met jerry at the funeral home a couple days later to help her with the policy and jerry said to me roger i don't know if this is going to pay i'm scared to death we don't have the finances she was sitting there with a friend from church in that same year she lost her 91 year old mother and her only daughter and jerry was now alone and i said jerry not only did sandra love you and put this policy in place it's going to pay out she added an additional 40 000 in coverage so you could pay off the mortgage on her home so you could move in here if anything ever happened and you wouldn't have a house payment anymore and with that she put her head on my shoulder and she wept and there was tears down my shirt and i left it there for three or four days to be reminded that what we do matters it matters it matters people you're called to be a difference maker let's be a difference maker let's move people to a better place you see your message is important you need to learn how to tell it it will change people's lives thank you very much for your time i really appreciate it wow [Music] all right give it up for roger sure [Music] you

Show more
be ready to get more

Get legally-binding signatures now!

Sign up with Google