Simple meeting methods that get the job done
Striking out when approaching prospects? Try these simple methods to set up meetings and to determine a client's life insurance need.
Reach out to your clients with the OTCA Method
If you've ever needed help figuring out how to reach out to a life insurance client, this simple sales technique can help. The OTCA method uses four steps to help you approach your clients and prospects.
OTCA Method Worksheet
Help write better cases with the DIME approach
In life insurance, one size doesn't fit all. Use the DIME approach to help develop a tailor-made solution for each client you meet with. It's a simple way to establish the baseline life insurance need for your client!
DIME Approach Worksheet & Income Grid
After you've learned how much life insurance your client needs, try running an illustration to see what their monthly premium might be!
Please complete the approved DIME worksheet or another approved Midland National marketing tool with your client to determine death benefit need. Other marketing materials should be submitted to Midland National for review prior to use with your client.
Sammons FinancialSM is the marketing name for Sammons® Financial Group, Inc.’s member companies, including Midland National® Life Insurance Company. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Midland National Life Insurance Company.
As independent financial professionals, it is up to you to choose whether any of the sales concepts contained in these materials might be appropriate for use with your particular sales strategy and clients. Please note that Midland National does not require you to use any of these sales concepts; they are resources that can be used at your option for your own individualized sales presentations if appropriate for the particular client and circumstances.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
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FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
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