richard coulson david woodbridge · ian norris 1,203 benjamin maidstone 1,182 damian kirk 1,179...
TRANSCRIPT
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Richard CoulsonDavid Woodbridge
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Daily
501 25pm
1001 50pm
2001 100pm
4001 200pm
5000pm!!!
OSAD / 501
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Adviser Name Life MTD Premium
Stuart Cranston 5,636 Derek Fleming 3,056 Nigel Budd 2,998 Oliver Jordan 2,974 Laura O'Donnelly 2,515 Matthew Thomas 2,448 Marie Knowles 2,299 Martin Ward 2,220 James Turner 2,136 Daniel Carr 2,005 Anthony Thackeray 1,984 Justin Manser 1,925 Robbie Boulton 1,828 Ryan Cooper 1,809 Martin Clarke 1,682 John Boyle 1,603 Adam Chatten 1,562 Oliver Lodge 1,541 Lee Layer 1,492 Adrian Sutcliffe 1,480
Adviser Name Life MTD Premium
Andrew Smith 1,461 James Hunt 1,420 Janice Whitmore 1,401 John Mcpolin 1,378 Jasmine Astley 1,371 Mark Laverty 1,354 Rodney Mckirgan 1,342 Richard Hancock 1,334 Laura Wylie 1,325 John Mccomiskey 1,315 Gareth Fitchett 1,295 Nina Brown 1,287 Jack Morley 1,246 Matthew Clarke 1,214 Ian Norris 1,203 Benjamin Maidstone 1,182 Damian Kirk 1,179 Kieron Hogg 1,171 Bradley Rathbone 1,167 Fiona Rhys-Jones 1,148
Adviser Name Life MTD Premium
Peter O'neill 1,130 Sally Kozuszkiewicz 1,124 Cameron Reading 1,121 Liam Cook 1,110 Richard Varkulis 1,101 Paul Morgan 1,097 Laura Povey 1,089 Akash Roda 1,087 Sarah Coleman 1,076 Ben Watts 1,075 Elliott Allsop 1,061 Karen Scullion 1,051 Kyle Fisk 1,035 Joel Young 1,033 Giles Barrett 1,028 Jordan Ettridge 1,024 Andrew Patterson 1,023 Rachael Mullan 1,007 Michelle Toal 1,005
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The ASK Model
• Cancer, Heart Attack, Stroke
• Sickness, Accident, Disability
• Death
• Trusts
• Wills
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T
E
D
Your best mate
ell
xplain
escribe
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Open v Closed Questions
Open Closed
Order Creators Order Takers
TellExplainDescribe
WhoWhatWhereWhyWhenHow
IfSoShouldWouldCouldCanWillDidDoDoes
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Money MazeINCOME GROSS INCOME NET LIABILITIES/DEBTS
DEATH CANCER SICKNESS / ACCIDENT
BUILDINGS AND CONTENTS
SAVINGS STOP WORK
£50kpa£30kpa
£3,100pm£2,000pm
£5,100pm
Mort Halifax £150k -£500pm 25 yrs
CarLoan - £275 – Nov 2020CCs - £100
£95.85pw
Specialise in B and CWe will sort that for you
Deadline to Breadline – L and G
£6,000
6462
Upgrade or rebalance your portfolio
Trust –3 referrals
WILL x 3 referrals
X4x2
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Your 3 daily Jobs
Ask for the Appointment(s) - 3 to 5 per day
Ask for the Sale(s) – 3.4 sales per customer
Ask for the Referrals (3) (Trusts and Wills)
DAILY FOCUS
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Protection on a Mortgage
£40pm per £100k of debt
Morrison Ward
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Protection on a Mortgage
Fully Comprehensive Mortgage
£850 pm £980pm
1) Lender2) Interest - deposit/term3) Buildings4) Income (s) - £95.85pw5) Cancer/HA/Stroke6) Death7) Contents8) Conveyancing9) Annual Review
You QUALIFY for an annual review – upgrade, rebalance, modify or rubberstamp what you have got
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1)Financial Questionnaire
2)Health and Activities Questionnaire
3)Contract of Employment – Acc / Sick / Disab
Protection on a Mortgage
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Describe what life is/would be like…
Now (1) Sick/Dis/Acc (2)
£900pw (3) £95.85pw (4)
£600pw (5)
ADJUST (6)
£885pw (7)
See if you qualify
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Tools of the Trade
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See you next Monday!!!
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A huge THANK YOU!