IN HOME PRESENTATION

NOTE …

Many agents stress before running appointments to have a perfect presentation. The in home presentation is a very small portion of the business and everybody does it a little different. It’s important to have structure:

  • Introduction​
  • Find their “why”
  • Complete Financial Inventory
  • Call your manager for help.
  • Be yourself

Here are some examples of top producers executing their presentations.

Paul McClain 8 Steps

Brian Mendenhall

Steven Yee

John Wetmore

Paul McClain

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