1Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly

1Version 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.

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



What If?

When you sent this form in were you concerned about eliminating your monthly mortgage payments, accidents, or disability?

If one of you died last week, what would you want me to do for your family this week?Option “Would you want to think about it and not commit to the benefit

of your loved ones?Option “Here is a tax free check to eliminate your monthly mortgage

payment.”

What are the consequences of not taking care of this today?



What is Mortgage Protection?

Can pay your mortgage off when you die You choose your beneficiary Portable – follows YOU, not your mortgage Level death benefit/Level premium Covers death due to illness or accident

Affordable options – Mortgage “Payment” Protection Can cover 12, 24, 36 months or more of mortgage payments Buys time and could earn more equity in the home

Disability Unable to work – can pay your mortgage payment

Return of Premium Pays ALL your premium back, tax free, if you are alive at the

end of your term



What Happens Next

We will get brief information to determine which company is best for you and your family.

We will fill out the application form, sign and send in to the carrier that best fits your families needs.

I will do everything I can to get you qualified.

Sound good?



Your Quote

Option 1 Option 2 Option 3

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 savings 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?



Tax Free Retirement

How much of your hard earned retirement will be taxed in your current investments?

If I could show you a way to re-allocate these funds into a tax free accumulation account with upside potential and no downside risk would you be interested?

Would you want to access your money tax free?



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?


without written consent of National Agents Alliance is strictly prohibited. 17Version 4.0

Agent Resources



CarriersThis slide for Agent Use Only.



Product Grid

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

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

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

Documents

1Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly