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One Life is established on Christian values that manifest themselves in the way we conduct business. This unwavering set of core values supports the organization.

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Presentation on theme: "One Life is established on Christian values that manifest themselves in the way we conduct business. This unwavering set of core values supports the organization."— Presentation transcript:

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2 One Life is established on Christian values that manifest themselves in the way we conduct business. This unwavering set of core values supports the organization and ultimately propels us to professional success. The following characteristics are the heart of our company: INTEGRITY. One Life is devoted to the utmost standard of integrity. We believe this commitment is fundamental to the success of our business, as it furnishes our clients value and financial security. SERVICE. One Life seeks to be known for extraordinary customer service. Through our dedicated service, we desire to formulate lasting relationships with our clients that are built on trust, loyalty and eminent support. EXCELLENCE. One Life is dedicated to excellence in every area of its corporate existence. We are committed to providing the very best products and services the industry has to offer. TEAMWORK. One Life recognizes the importance of working as a team. In order to succeed in a brokerage capacity, it is imperative that we operate in an unselfish and cooperative fashion.

3 We are an insurance agency founded by Ken Parker in 1984 We are the largest final expense agency in the country. We have two avenues of conducting business, our field agents and our call center operations. Who Is One Life?

4 What Do We Do And Why Do We Do It? We focus on life insurance sales, not multiple insurance products Our products are designed to financially take care of funeral and burial expenses eliminating the burden associated with death Our clients are low to middle income, primarily blue collar workers and retirees who fall between the ages of Average funeral cost between $8,000 to $12,000 Other expenses associated with death add up to thousands of dollars IT IS OUR GOAL TO ALLOW EVERYONE THE OPPORTUNITY TO LEAVE THIS WORLD WITH DIGNITY

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7 Lead Definitions “A” Lead – New lead that has not been issued to an agent or worked “B” Lead – Leads distributed days from the time issued to an agent, as an A lead, and was not sold “C” Lead – Responders outside 365 days from the time issued to an agent, as an A lead, and was not sold

8 Sample Lead

9 ONE LIFE UNIVERSITY

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11 Lead System Agent Hub Agent Hub Registration Instructions The steps below need to be used once you have completed the One Life University Instructions. You will need your Referral Code and One Life Agent ID number to complete the registration process.  Go to  Select New Agents on the left side of the screen  Enter your Referral Code supplied by your manager (MANAGER: MANAGERS REFERRAL CODE)  Select continue if the Referring Agent is listed correctly  Complete the personal information page and select continue  Follow prompts to complete the registrations process Note: Will need to download Silverlight to access this website. If you need assistance please call IT at EXT 3344.

12 Introducing Agent Hub

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14 NEW AGENTS New Agents must submit $2000 Annual Premium off of “B” and “C” Leads before getting any “A” Leads Note – If there are “B” and “C” leads available in the areas they work

15 PPL Examples 30A leads X $100 PPL = $3000 Annualized Premium Example 1: 1 $250 monthly x 12 months = $3000 annualized premium = $100 PPL Example 2: 10 $25 monthly X 12 months = $3000 annualized premium = $100 PPL 40A LEADS x $100 PPL = $4,000 AP 50A LEADS x $100 PPL = $5000 AP “B” and “C” leads supplement the “A” leads

16 PPL Scale For Receiving Leads On The New Free Lead System

17 How PPL is calculated

18 How to turn in business FAX in business daily when possible FAX business to You can to ( you must have a One Life Address to applications to agent Agent Services Hours are 8:00 AM to 5:00 PM CST Monday - Friday

19 Help Desk 1.Onelifeamerica.com 2. 3.Call IT Support at Hours 7AM to 5PM CST

20 Foresters Great rates Simple Application and Process Phone interview with immediate decision on issue Best Agent Services – get immediate with certificate number Get immediate if there is a problem with an application (ie. like a draft doesn’t go through) Foresters Apptical Number Must turn in application whether client proceeds or not Set as favorites on cell and always use speaker phone Contest for 2013

21 AMERICAN-AMICABLE ROP up to $20,000 and goes to 85 years old Simple Application and Process/Easy short app for both family plan (Family Solutions) and Golden Solutions Phone Interview with immediate decision on issue Grandchild/ Great Grandchild Rider ADB Rider up to 80 years. Last until 100 years Smoker rates cheaper goes up to 85 years Graded rates cheaper Draft 1-28 th or 2 nd,3 rd or 4 th Wednesday of each month Family plan ( Family Solutions) goes from 0-49 (no phone interview from Darren says they will issue these age groups with no problems most of the time? Working on taking Direct Express. It’s in the test mode right now. Darren says should be ready to release in a few months

22 One Life Academy April 7 -9

23 One Life Academy Dates April 7-9, 2014 June 16-18, 2014 August 4-6, 2014 October 6-7, 2014 December 8-10, 2014 February 2-4, 2015 One Life Academy Classes

24 Scott’s keys to be successful with OneLife America Success7-10 Appointments per day Ask basics when setting appointments – don’t sell over phone Assume sale Have box In car with extra applications and supplies – both company supplies and your supplies (black and red pens, business cards) Don’t call see everyone? Know your products – product knowledge Stay busy – Do Drive by’s/Be persistent and proactive Maximize leads Assume have a bank account Show example of applications Ride in car with manager if struggling – don’t be prideful Be Honest and Dependable Communication is key – PROMPT RETURNED PHONE CALLS and S FROM YOU AND US Get into a routine (ex. Pull leads on Friday and Saturday and work Monday through Thursday) WORK, WORK, WORK


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