Far too often, agents and advisors focus only on features and benefits when discussing the need for Income Protection. 

What we need to realize is that clients do not want to "get in the weeds" regarding product features.  Instead, clients focus on you and the recommendations that you make.

Studies have shown that 70% of us process information visually. Therefore, as a salesperson, it is critical that we “show” clients our concepts and ideas.  And, a really good salesperson can take a complicated or confusing idea and make it simple if they can explain it using just the Back Of A Napkin.

This course is based on the #1 Best Selling book, The Napkin Advisor, to help you present  income protection concepts using a Back Of A Napkin.  This course takes all 50 of the ideas in the book and puts them into quick "whiteboard" videos that you can duplicate with your clients.  You will see and hear exactly how we present to our clients.

This course has ideas for individuals, business owners and corporate buyers, so no matter what market you target, there are ideas to help you accelerate your D.I. sales.