Description
The Financial Life Organizer (FLO) System is the most efficient lead generation and business closing tool to be had these days for agents.
It is available in Burgundy and Green leather like library bound finish. The two black silk screened sections at the spine are gold embossed with the client’s name (they’re going to not wish to give it back) and together with your name and agency information at the lower section so you will have constant advertising.
The oversized FLO is 4″ thick and large enough to carry all their, reports, observation and documents and has a lot of clear vinyl pockets large enough to carry 24 policies and closes like a case so nothing can hang or fallout. Throughout the front cover are holders for agent business cards, and a pocket for a thumb drive to store their annual updates on.
There are 12 major color coded tab sections Every covering a concept such as asset protection, probate avoidance, estate planning, tax returns and so on. Every major tab has 3 to 4 minor corresponding tabs. Every tab and section has colorful presentation material..as visual as conceivable …discussing the issue and the conceivable solution. For example the LTC tab would have a discussion of the whys and wherefores of say…asset based LTC. With 12 color coded major tabs and 48 minor tabs which offers you 60 opportunities to hit on no less than one hot button problem they have got.
The FLO is meant for use within the initial contact with the prospect, for the elevator speech, (that may be embedded in five words at the gold embossed front cover logo), within the initial meeting with the prospect as a presentation to sell the 2nd appointment, then left with the prospect for them to fill out the included fact finders, gather all their asset documents, tax returns and so on. place them in the right kind section and have them for you at the second one closing meeting, then Every subsequent meeting and at the yearly review.
There is not any other agent tool available on the market that can assist you acquire more new business for less expense than the FLO.
Gets client introduction
Establishes credibility
Creates a track to run on
Uses the law of reciprocity
Creates real value for the clients and the agent
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