MDRT/GAMA Mentoring

Mentor Resource Kit

One of the first steps the mentor can take is to identify why the aspirant has not yet qualified for MDRT.  Is it call reluctance, ineffective sales presentations, poor closing, poor work ethic, poor discipline, poor record keeping or not enough education?  Once you identify an answer, use the materials below to help your aspirant work through these obstacles to success.

Prospecting/Referrals

Influential Advisors:  Your Key to Consistent Referrals (PDF)

Julian H. Good Jr., CLU, ChFC

Secret Strategies for Persuasive Presentations (PDF)

David Gustafson

Turning Prospects into Clients (PDF)

Van Mueller, LUTCF

How to Get Mr. Big to Run to the Phone When You Call (PDF)

Pamela Yellen

Transforming the Telephone Call (PDF)

Steve Kloyda

Selling/Presenting

The Little Red Wagon Script (PDF)

W. Lloyd Williams, CIMA

Ideas for Raising Your Production Level (PDF)

Francine Jacoby, CLU, ChFC

Sales Sizzlers to Help You Sell More (PDF)

Howard Wight, CLU, ChFC

Creating a WOW! Experience with Life Insurance Selling (PDF)

Robert Castiglione

Client Relations

Meet, Exceed, WOW! (PDF)

Jennifer A. Borislow, CLU

The Questions Clients Want You to Answer (PDF)

Max Bolka

Client-Centered Marketing (PDF)

Duncan MacPherson

Ten Keys to Bulletproofing Your Practice (PDF)

Barry Alberstein MBA,Ph.D.

Deciphering the Communication Code of Our Elders (PDF)

David L. Solie, M.S.,PA

Managing Client's Financial Planning Stress (PDF)

Eileen Gallo, Ph.D. and John Gallo, J.D.

Closing/Objections

Creating a WOW! Experience with Life Insurance Selling (PDF)

Robert Castiglione

Using Effective Communication to Close Sales (PDF)

Jack Wolf, Ph.D.,CLU

Productivity

Seven Keys to Quadruple Your Income (PDF)

Paul Karasik

Top Secrets of Top Producers – The Winning Edge (PDF)

Andrew S. Martin