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Training

Estate Planning Lead Training Series

The new Estate Planning Lead from SocialInsuranceLeads.com is the best lead ever created for insurance agents. Using the power of social media, Social Insurance Leads (SIL) generates instant and completely exclusive leads for insurance agents, agencies and carriers.

Learn everything you need know to maximize your Estate Planning Leads ROI. Watch as Sean A. Ruggiero, Founder of Safe Money Smart and industry expert on retirement income planning, train you on how to properly call, conduct and close sales with the brand new ESTATE PLANNING LEAD!. Learn & enjoy!

1

What is the Estate Planning Lead?

This first video gives you an overview of what the Estate Planning Lead is, how it’s generated and how easy they are to book appointments off of.

2

Estate Planning Lead : Understanding the Script, Guide & Will Kit

This second video gives you a deep dive on how to utilize the FINAL WISHES GUIDE and the FREE WILL KIT to build value and offer sales solutions for your clients.

3

Estate Planning Lead Sales Opportunity : Closing the Income Gap

This third video shows Sean A. Ruggiero training you on how to use the FINAL WISHES GUIDE to sell annuities and life insurance to close the income gap.

4

Estate Planning Lead Sales Opportunity : Protecting Your Home

In this fourth video Sean A. Ruggiero teaches you how to sell annuities and life insurance to protect the client’s home from creditors upon death.

5

Estate Planning Lead Sales Opportunity : Protecting Your Executor

In this fifth video, Sean A. Ruggiero breaks down how you can use the FINAL WISHES GUIDE to help the client protect their Executor at death with the sale of life insurance.

6

state Planning Lead Sales Opportunity : Leaving a Legacy

In this sixth video, Sean A. Ruggiero breaks down how you can use the FINAL WISHES GUIDE to encourage and educate the client on how they can leave a legacy to their loved ones, church or charity with the use of life insurance or annuities.

7

Estate Planning Lead Sales Opportunity : Medicare & LTC/LTC Alternative Sales

In this final training video, Sean A. Ruggiero shows you how you can help clients and sell numerous products with the FINAL WISHES GUIDE, including Medicare Supplement plans, Medicare Advantage plans, long term care (LTC), health care, annuities with LTC alternative riders and life insurance with living benefit riders.