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© 2015 Million Dollar Round Table Million Dollar Round Table 325 West Touhy Ave. Park Ridge, IL 60068 USA
2015 MDRT Annual Meeting e‐Handout Material Title: The Power of Napkin Presentations Speaker: ReynoldAngelesGan Presentation Date: Wednesday, June 17, 2015
11:30 a.m. ‐ 12:30 p.m. The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited and errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.
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Reynold Angeles GanThe Power of Napkin Presentations
Keep Your Napkins!!!
When I was 13....
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“Everyone needs telephones.”
At Age 16....
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One of the first things I learned:
Things got complicated...
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A confused and overwhelmed client
The simplest way to show solutions is the most
refreshing way.
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The Typical Sales Cycle
Prospecting
Sales Presentation
Fact Finding
Set the Appointment
Closing the Sale Handling
Objections
Ask for Referral
THE GAP
Would you use a door knob to open a door?
Open the Presentation properly...
Close the Sale easily
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Can I Afford to Get Sick?
While Strong and Healthy…
SAVINGS
Income Level
Expense Level
When Disability Strikes…
ECONOMIC CRISIS
Because it’s so easy to spend, there’s little or no money left to save.
We must get well,
But how can a sick person get well without money?
If you were to get sick, and couldn’t go to work, how long could you live on your savings?
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The strong and healthy person you are today is the only person who can help the disabled person you may someday be.
21
LUXURY
COMFORT
NECESSITY
POVERTY
On this triangle we have the four basic standards of living.
The problem is that, Most of us have too small a wedge to prevent our family to fall.
Money at WorkLife Insurance
SSS /GSISFringe Benefits
All Other Assets
Painting a Bright Picture of a Secured Future
The MAN
@WORK
DREAMS:For Our Children’s Education
Comfortable Living ConditionsBetter Retirement Lifestyle
The MAN
@WORK
3 things can prevent us from realizing our dreams:
DisabledOldDeath
DREAMS:For Our Children’s Education
Comfortable Living ConditionsBetter Retirement Lifestyle
The MAN
@WORK
Money at Work
Life Insurance Money at Work
Life InsuranceSSS / GSIS
Life InsuranceMoney at Work
Fringe Benefit
Life InsuranceSSS / GSIS Money at
WorkFringe Benefit
Life InsuranceSSS / GSIS Money at
Work
All Other Assets
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The Best-Laid Plan
Born Someday
Money Working for us
20 Today
We work for money
Save
SaveSpend
Spend
Roller coaster way of Saving
$$$
TIME
DEATH
•ACCUMULATE
•CREATE
If I have this Perfect Plan, Would you want to have it?
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