Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation

without written consent of National Agents Alliance is strictly prohibited. 1Version 4.0

WE ARE A NATIONAL ALLIANCE OF AGENTS WORKING TOGETHER TO

PROVIDE MORTGAGE, FINAL EXPENSE AND RETIREMENT PROTECTION TO OUR

CLIENTS.


without written consent of National Agents Alliance is strictly prohibited. 2

About Me



About Me

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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



A Little About You

Name & AgeHeight & Weight

Tobacco UseIncome

CompanyHow Long?

Name & AgeHeight & Weight

Tobacco UseIncome

CompanyHow Long?

Mortgage & Monthly Payment401K, CDs, IRAs, Stocks, Retirement Accounts

Current Policies (Type & Face Amounts)Major MedicationsMajor Operations

Criminal or Driving RecordMilitary Member (orders for deployment overseas)

Children? Names & Ages



Why Is This Important?

Most people request information for 1 of 4 reasons: They don’t have protection. They need more protection. They want to leave money behind for a loved one. An estate could be in probate for quite some time

causing lifestyle changes . . .

Why did you send this in? To alleviate financial burden? To replace loss of income?



What Is Final Expense?

A funeral and all it’s expenses can easily total over $12,000

Final expense is coverage that alleviates the financial burden placed on loved ones after the death of a family member.

The coverage is permanent.If you qualify, your rate never increases and your

benefits never decrease. If, for some reason, you were to miss a payment

this coverage contains a cash accumulating account that can temporarily cover missed payments.



What Happens Next

1. You will pick the option that best fits you and your family’s needs.

2. We will fill out the application form and submit the offer the carrier that best fits your families needs.

3. Sound good?



Your Quote

Basic Preferred Premier

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

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

Do you consider yourself a saver or an investor?

Are you concerned that you will outlive your money?

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?


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Agent Resources



CarriersThis slide for Agent Use Only.



Product Grid

Refer to mobile version on NAAU Educational Resources: Advanced Resourceshttp://naauniversity.com/underwriting-grid/finalexpense.php

http://naauniversity.com/underwriting-grid/finalexpense.php



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Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly