Sales Flow 销售流程

Sales Process 销售流程

​Invitation/Setting Appointments
Use Gold Triangle.  Invite both spouses.

Presentation (Trainee-Trainer- Prospect Triangle)
     Connecting (Build Rapport).  Follow FORM
     Credibility
     Concepts
     Collecting data
     Closing for next exposure

Run Illustration

Transamerica:  MyTransware
Access through mywfg.com or directly through your Transamerica portal：
 https://tlic.transamerica.com/portal/public/tlc

Nationwide:  Use installed software or run illustration online
https://nationwidefinancial.com/
Log in. Under “Topics"  >  " Tools"

Present the Illustration 


Fill in Application

Transamerica:  iGO
 https://tlic.transamerica.com/portal/public/tlc

Nationwide:  Use installed software or run illustration online
https://nationwidefinancial.com/
Log in. Under “Topics"  >  " Forms"​ > "iPipeline electronic applicaton"

Schedule a paramed exam/ interview (if needed)

Follow up:  Address outstanding requirements

Deliver the policy

Ongoing services: 
Adjust premium mode and health risk rating, dollar cost averaging,  annual review