YOUR 212 COACH
Coaching, Leading and Inspiring Small Business
Online Library
With 25 years experience, we have over 1,500 titles in our Library. The Library includes titles covering:
* Sales and Marketing
* Team Development
* Overall Business Management.
Our topics are perfect for
* TEAM MEETINGS
* NEW TEAM MEMBERS
* Supplement existing Training Programs for experienced Team Members.
Classes are available 24/7/365.
** Email tim@timlindon.com for access information.
2024 Goals and Commitments
Game Plan 4 Life - 64 Supplemental Health Insurance Policies (SHIPS) and Opening Medicare Supplement Policies
March -When Did You Know You Were Behind? How to 2X Your Scorecard!
Navigating Cross-State Employment When Hiring Remote Workers (Hosted by Club Capital)
XCEL Solutions - A Company HELPING Agents and Team Members PASS Insurance Licensing Courses
Overcoming Life Objections - I have Life Insurance at Work
2023 Year-End and 2024 Planning
Session 1 - 2023 Year-End Planning
Session 2 - 2024 Industry Outlook and Business Modeling of the Future
Session 3 - Business Plan/ ROADMAP for 2024
Session 4 - Compensation and Bonus Plans; Team Member Development and Accountability
Session 5 - Game Plan 4 Life - How to Write 100+ Lives with over $65,000 of new Premium
Session 6 - Agency Financials and Tax Planning (with Club Capital)
Life Insurance
TDP 24/A - LIFE 33 - Liability to Life
TDP 24/A - LIFE 32 - Life Q and A Day!
TDP 24/A - LIFE 31 - SHIPn’ the 64’s – Hospital Income Target Market and Med Supp Prospecting!
TDP 24/A - LIFE 30 - Disability/Which Job Do You Prefer/ Life to Moms
TDP 24/A - LIFE 29 - Selling the Gift of Life Insurance
TDP 24/A - LIFE 28 - Selling Life Insurance to Youthful Drivers
TDP 24/A - LIFE 27 - Term Vs. Permanent and Converting Term to Permanent Life
TDP 24/A - LIFE 26 - Bundling Life with Auto Insurance
TDP 24/A - LIFE 25 - Quoting Life and Disability with ALL Homeowners
TDP 24/A - LIFE 24 - How to 10X Your Life Premium (HLV)
TDP 24/A - LIFE 23 - Selling Life “Options”
TDP 24/A - LIFE 22 - Conducting the Life Review Appointment
TDP 24/A - LIFE 21 - Life Review Appointments – Preparation is KEY
TDP 24/A - LIFE 20 - Setting Appointments with Existing Life Policyholders
TDP 24/A - LIFE 19 - Life Policy Delivery Appointments
TDP 24/A - LIFE 18 - I don’t want to talk about my Child dying
TDP 24/A - LIFE 17 - I have Life Insurance with another Company / I do not own life insurance / Don’t Need Life Insurance
TDP 24/A - LIFE 16 - I want to think about It / I want to ask my spouse
TDP 24/A - LIFE 15 - I cannot afford Life Insurance – Part 2
TDP 24/A - LIFE 14 - I cannot afford Life Insurance – Part 1
TDP 24/A - LIFE 13 - I Have Life Insurance at Work
TDP 24/A - LIFE 12 - Principle #12 – PRACTICE your profession!
TDP 24/A - LIFE 11 - Principle #11 – Life Insurance – You have the best damn job in the world!
TDP 24/A - LIFE 10 - Principle #10 – Disability, Life or Both?
TDP 24/A - LIFE 9 - Principle #9 – ROLL IT ON! Quote Full Coverage!
TDP 24/A - LIFE 8 - Principle #8 – Full Coverage Insurance-to-value Life Insurance
TDP 24/A - LIFE 7 - Principle #7 – Good to Great – move from Needs-Based to WANTS-Based Selling Life Insurance
TDP - 24/A - LIFE 6 - Life Insurance is NOT for people who die….Life Insurance is for people who live! Sell to the Livers (The Beneficiaries)
TDP - 24/A - LIFE 5 - People with Life Insurance are MORE likely to buy Life Insurance than people without Life Insurance - sell to people who already own Life Insurance
TDP - 24/A - LIFE 4 - Managing an Inventory of Life Insurance Leads
TDP - 24/A - LIFE 3 - Sell the Benefits
TDP - 24/A - LIFE 2 - Keep It Simple Stupid
TDP - 24/A - LIFE 1 - Work Your Ask Off
Conducting Appointments that Sell
TDP - 24/A - CATS 9 (Conducting Appointments that sell) Closing the 90%-er Appointment with Referrals and Reviews
TDP 24/A - CATS 8 (Conducting Appointments that Sell) Securing WARM Leads from Every Appointment (Emergency Contacts)
TDP - 24/A - CATS 7 (Conducting Appointments that Sell) Setting the NEXT Appointment
TDP - 24/A - CATS 6 (Conducting Appointments that Sell) Giv’em Options when Quoting Life and Disability
TDP - 24/A - CATS 5 (Conducting Appointments that Sell) Pivoting to Life and Disability Insurance during an Appointment
TDP - 24/A - CATS 4 (Conducting Appointments That Sell) Educating the Policyholder How to File a Claim AND Access their Policy 24/7/365
TDP - 24/A - CATS 3 (Conducting Appointments That Sell) Discussing Coverages During an Appointment - How Much is TOO Much (time to spend)!
TDP - 24/A - CATS 2 (Conducting Appointments That Sell) THREE Pivots BEFORE the Appointment Starts
TDP - 24/A - CATS 1 (Conducting Appointments That Sell) Preparing for Your Appointments
Appointment Setting
TDP 24/A - APPT 8 - Appointment Setting with WALK-IN and CALL-IN Traffic
TDP 24/A - APPT 7 - The Comeback Appointment - How to keep Policyholders coming back year-after-year
TDP 24/A - APPT 6 - Getting them to SHOW UP for their Appointments
TDP 24/A - APPT 5 - Vision of the PERFECT APPOINTMENT SETTING Process
TDP 24/A - APPT 4- Setting Appointments with CURRENT Fire Policyholders
TDP 24/A - APPT 3 - Setting Appointments with CURRENT Life Policyholders
TDP 24/A - APPT 2 - Setting Appointments with ALL NEW Business
TDP 24/A - APPT 1 - Setting Appointments - Why So Hard / Why So Important
Referrals
TDP 24/A - REF 10 - Using Social Media to work THROUGH your Referral Partners
TDP 24/A - REF 9 - When it comes to Referrals and Reviews —— HONESTY wins!
TDP 24/A - REF 8 - Now That You Are Asking For Referrals - Here is How to Get’em!
TDP 24/A - REF 7 - Enlisting an ARMY of People to Work for you - The CARE-GIVERS
TDP 24/A - REF 6 - Securing Five-Star Google Reviews
TDP 24/A - REF 5 - Enlisting an ARMY of People to Work for you - The DIRECTORS - Drivers Education Instructors
TDP 24/A - REF 4 - Enlisting an ARMY of People to Work for you - The DIRECTORS - Jewelry Shops
TDP 24/A - REF 3 - Enlisting an ARMY of People to Work for you - The DIRECTORS - Real Estate Agents and Attorneys
TDP 24/A - REF 2 - Enlisting an Army of People to Work for you - The HELPERS
TDP 24/A - REF 1 - Three Keys to a Referral Program
Pivoting
TDP 24/A PIV 10 - The Customer WANTS You to Pivot!
TDP 24/A - PIV 9 - SHUT UP and Pivot to PLUP!
TDP 24/A - PIV 8 - Pivoting from Autos to Additional Lines of Insurance
TDP 24/A - PIV 7 - Client Profiling to the PERFECT Pivot
TDP 24/A - PIV 6 - Pivoting from Homes to Life and Disability
TDP 24/A - PIV 5 - Pivoting as a Retention Tool
TDP 24/A - PIV 4 - Car Rental Companies PIVOT Four Times - EVERY TIME!
TDP 24/A - PIV 3 - Managing an Inventory of Leads
TDP 24/A - PIV 2 - Pivoting on ALL Sales and Service Transactions in the Agency
TDP 24/A - PIV 1 - Why We Don’t Pivot
Action Planning to Achieve Results
TDP 24/A - AP 10 - Big Rocks
TDP 24/A - AP 9 - Action Planning Observations - Part 2
TDP 24/A - AP 8 - Practice! Act Like a Professional!
TDP 24/A - AP 7 - Action Planning Observations
TDP 24/A - AP 6 - A, B, C - Easy as 1, 2, 3
TDP 24/A - AP 5 - The Grocery Store
TDP 24/A - AP 4 - Action Planning
TDP 24/A - AP 3 - MONEY
TDP 24/A - AP 2 - TIME
TDP 24/A - AP 1 - FOCUS
Self Accountability and Ownership of Results
TDP 23/B - ACCT 5 - The Inspector Gets What The Inspector Inspects
TDP 23/B - ACCT 4 - DAILY Matters
TDP 23/B - ACCT 3 - So What’s The Plan
TDP 23/B - ACCT 2 - The Commitments
TDP 23/B - ACCT 1 - Accountability is a FOUR-LETTER Word
Controlling Lapse/Cancellation
TDP 23/B - LC 5 - Lapse Can - Multi-Line Stats DO NOT LIE
TDP 23/B - LC 4 - Controlling Lapse/Can - Communication Plans
TDP 23/B - LC 3 - SIGNificant Events - part 2 of 2
TDP 23/B - LC 2 - SIGNificant Events - part 1 of 2
TDP 23/B - LC 1 - Who is leaving us/Why do they leave us?
The Ultimate Pending System
TDP 23/B - ULT 5 - Pending Systems - The Appointment
TDP 23/B - ULT 4 - Pending Systems - Referrals
TDP23/B - ULT 3 - Pending Systems - Defected Households
TDP - 23/B - ULT 2 - Pending Systems - The Claim
TDP 23/B - ULT 3 - Pending Systems - Defected Households
TDP 23/B - ULT 2 - Pending Systems - The Claim
TDP 23/B - ULT 1 - Pending Systems - New Leads
Fire Insurance
TDP 23/B - FIRE 3 - Did Ya? Urgent PLUP
TDP 23/B - FIRE 2 - Commercially Speaking
TDP 23/B - FIRE 1 - Firin’ Up the Opportunity!
Auto Insurance
TDP 23/B - AUTO 10 - Auto Lead Sources - Defected Households
TDP 23/B - AUTO 9 -Auto Lead Sources - Working your Existing Book for Leads
TDP 23/B - AUTO 8 -Navigating an Auto Rate Increase
TDP 23/B - AUTO 7 -Auto Lead Sources - Last is NEXT / Personal Production
TDP 23/B - AUTO 6 - Price is NOT the Enemy
TDP 23/B - AUTO 5 - Auto Lead Sources - Internet Leads and Cold Calling
TDP 23/B - AUTO 4 - Auto Insurance Quoting. You Cost MORE! No Sh*t (Part TWO)
TDP 23/B - AUTO 3 - Auto Insurance Quoting. You Cost MORE! No Sh*t! (Part ONE)
TDP 23/B- AUTO 2 - Writing Auto During Times of Uncertainty
TDP 23/B - Auto 1 - The Auto Insurance OPPORTUNITY!
Life Insurance
TDP 23/B - LIFE 28 - Livin’ the PLUP Life - How to use Umbrella Policies to OPEN Life Opportunities
TDP - 23/B LIFE 27 - Term vs. Permanent Life
TDP - 23/B LIFE 26 - Selling the Gift of Life Insurance
TDP - 23/B LIFE 25 - Show the Policyholder how SIMPLY and AFFORDABLY they can UPGRADE their Auto with a Supplemental Health Policy
TDP - 23/B LIFE 24 - Simple TIPS to Close More Disability Income Sales
TDP - 23/B LIFE 23 - Selling Life AND Disability as a TANDEM sale - WHY and HOW
TDP - 23/B LIFE 22 - How to 10X your Life Premium Results
TDP - 23/B LIFE 21 - Selling Life Insurance with ALL new Auto Policies
TDP -23/B LIFE 20 - Selling Life Insurance to Youthful Drivers
TDP - 23/B LIFE 19 - How to QUOTE Life and DI with all new Homeowners
TDP - 23/B LIFE 18 - Using the Word INFLATION to write MORE Coverage
TDP - 23/B LIFE 17 - The Life Audit Worksheet as a Tool to Organize your Life Review Meetings AND Sell MORE during your Appointments
TDP - 23/B LIFE 16 - Overcoming Objections - I Have Life With Another Company / I Do Not Own Life Insurance
TDP - 23/B LIFE 15 - Overcoming Objections - I Want to Think About It / I Want to Ask My Spouse
TDP - 23/B LIFE 13 - Overcoming Objections - I Cannot Afford Life Insurance
TDP - 23/B LIFE 12 - Overcoming Objections -I Have Life Insurance at Work
TDP - 23/B LIFE 11 - The Ten (10) Principles of Marketing and Selling Life Insurance - Practice Your Profession!
TDP - 23/B LIFE 10 - The Principles of Marketing and Selling Life Insurance - # 10 - You have the BEST! DAMN! JOB! in the World!
TDP - 23/B - LIFE 9 - The Principles of Marketing and Selling Life Insurance - # 9 Roll It On! Quote Full Coverage with Riders/Endorsements
TDP - 23/B - LIFE 8 - The Principles of Marketing and Selling Life Insurance - #8 Life Insurance - Selling “FULL COVERAGE” so you can “INSURE TO VALUE”
TDP - 23/B - LIFE 7 - The Principles of Marketing and Selling Life Insurance - # 7 Life Insurance - Needs Based Selling? Or Wants? There is a HUGE Difference!
TDP - 23/B - LIFE 6 - The Principles of Marketing and Selling Life Insurance - # 6 Life Insurance is NOT for people who die. Life Insurance is for People who live. Sell to the Livers (the Beneficiaries)
TDP - 23/B - LIFE 5 - The Principles of Marketing and Selling Life Insurance - # 5 - People with Life Insurance are MORE Likely to Buy Life Insurance than People without Life Insurance….sell to the People who have Life Insurance!
TDP - 23/B - LIFE 4 - Life Insurance is HARD - Understanding the CUSTOMERS PERSPECTIVE (or attitude) about Life Insurance
TDP - 23/B - LIFE 3 - The Principles of Marketing and Selling Life Insurance - # 4 - Managing an Inventory of Life Leads
TDP 23/B - LIFE 2 - The Principles of Marketing and Selling Life Insurance - #2 and 3 - K.I.S.S./ Sell the Benefits
TDP - 23/B - LIFE 1 - The Principles of Marketing and Selling Life Insurance - # 1 - Work Your ASK Off!
Conducting Appointments that Sell
TDP - 23/B APT 9 (Conducting Appointments That Sell) Closing the 90% Appointment with Referrals and Reviews
TDP - 23/B APT 8 (Conducting Appointments That Sell) Collecting Emergency Contacts Which are WARM LEADS into a New Household
TDP - 23/B APT 7 (Conducting Appointments That Sell) The NEXT Appointment - Never let one appointment end without setting the next
TDP - 23/B APT 6 (Conducting Appointments That Sell) “Giv’em Options When Showing them Life and DI”
TDP - 23/B APT 5 (Conducting Appointments that Sell) Pivoting to Life and Disability Insurance during an Appointment
TDP - 23/B APT 4 (Conducting Appointments That Sell) Educating the Policyholder How to File a Claim AND Access their Policy 24/7/365
TDP - 23/B - APT 3 (Conducting Appointments That Sell) Discussing Coverages During an Appointment - How Much is TOO Much (time to spend)!
TDP - 23/B - APT 2 (Conducting Appointments That Sell) THREE Pivots BEFORE the Appointment Starts
TDP - 23/B - APT 1 (Conducting Appointments That Sell) Preparing for Your Appointments
Appointment Setting
TDP - 23/B - APSET 8 (Setting Appointments) Setting Appointments with Walk-in and Call-In Traffic
TDP - 23/B - APSET 7 (Setting Appointments) You Work Hard to Set Appointments - Here’s how to keep them coming back year-after-year!
TDP - 23/B - APSET 6 (Setting Appointments) Get’em to Show Up!
TDP - 23/B - APSET 5 (Setting Appointments) Our Vision of the PERFECT Appointment Setting Process
TDP - 23/B - APSET 4 (Setting Appointments) Setting Appointments with Existing Fire Policyholders
TDP 23/B - APSET 3 (Setting Appointments) Setting Appointments with Existing Life Policyholders
TDP 23/B - APSET 2 (Setting Appointments) Setting Appointments with ALL New Business
TDP 23/B - APSET 1 (Setting Appointments) Getting Started - Why is it so hard to set appointments / Why is it so important to set’em
Referrals
TDP 23/B - REF 10 (Referrals) Using Social Media to SPREAD the word and Earn Referrals
TDP 23/B - REF 9 (Referrals) Honesty Wins - Ya Gotta Be Honest when asking for Referrals
TDPO 23/B - REF 8 (Referrals) The Third Key to a Referral Program - How you Follow-up with those you Ask
TDP 23/B - REF 7 (Referrals) Enlist and Army of Care-Givers - People who CARE enough about you, they will GIVE your contact information to EVERYONE they know.
TDP 23/B - REF 6 - (Referrals) FIVE-STAR Google Reviews
TDP 23/B - REF 5 - (Referrals) Drivers Ed Instructors as a Referral Source
TDP 23/B - REF 4 - (Referrals) Jewelry Shops as a Referral Source
TDP 23/B - REF 3 - (Referrals) The Directors - Attorneys and Real Estate Agents WILL Refer Business To You
TDP 23/B - REF 2 - (Referrals) Enlisting an Army of People to Work for You - The HELPERS
TDP 23/B - REF 1 - (Referrals) Three Keys to a Referral Program
Pivoting
TDP 23/B - PIV 10 - (Pivoting) The Customer WANTS You to Pivot
TDP 23/B - PIV 9 - (Pivoting) Urgent - Pivoting to PLUP’S
TDP 23/B - PIV 8 - (Pivoting) Pivoting from Auto to Additional Lines
TDP 23/B - PIV 7 - (Pivoting) Client Profiling to the PERFECT Pivot
TDP 23/B - PIV 6 - (Pivoting) Pivoting from Home to Life and Disability
TDP 23/B - PIV 5 - (Pivoting) Retention Party at My House
TDP 23/B -PIV 4 - (Pivoting) Renting Cars and Adding Policies
TDP 23/B - PIV 3 - (Pivoting) Managing an Inventory of Pivot Leads
TDP 23/B - PIV 2 - (Pivoting) Pivoting on ALL Service Transactions in the Agency
TDP 23/B - PIV 1 - (Pivoting) Hey Batter Batter Batter! Sa-Wing Batter!
Action Planning to Achieve Results
TDP 23/B - AP 10 - (Action Planning to Achieve Results) Big Rocks
TDP 23/B - AP 9 - (Action Planning to Achieve Results) Observations - Part 2
TDP 23/B - AP 8 - (Action Planning to Achieve Results) Practice
TDP 23/B - AP 7 -(Action Planning to Achieve Results) Observations
Property and Casualty Insurance Topics
How to write a SHIT-TON of Auto
Rate Increases - How to navigate an Auto rate increase
Writing a BOAT-LOAD of Fire Products
Financial Services Topics
Fix, Replace, Keep - Pivoting to Life and Disability during Policyholder Review Appointments (Fix, Replace, Keep)
Game Plan 4 Life - Introduction - Join our Game Plan 4 Life and YOU can insure 2 lives per week at $193.80 of New Monthly Life Premium
GET FIT! How to Sell One Health Insurance Policy Per Week (Guest Speaker - Tyson Luthi)
Gift of Life Insurance - How to present the Gift of Life Insurance
The Life Audit Worksheet - this tool will help you WRITE MORE Life Insurance when meeting with Existing Life Policyholders
Life Insurance - How to Manage ALL Your Leads (Inventory)
Life Premium - How to 10X Your Life Premium Results
Life Premium - using the Human Life Value Calculator to quote and close Larger Life Policies
Life Review Appointments- How to Set’em; How to Conduct’em
My 9/11 Experience - The Lisa Beamer Story - You Have the BEST DAMN JOB in the world!
Overcoming Objections - I Cannot Afford Life Insurance
Overcoming Objections - I Have Life Insurance at Work
Life Insurance - Overcoming Objections - I Want to Think About It / Ask My Spouse
Overcoming Objections - I Have To Ask My Financial Advisor / Accountant
Pivoting to Life and Overcoming Common Objections
Term vs. Permanent Life and Converting Term to Perm
Youthful Drivers - Selling Life Insurance to Youthful Drivers
Business Management Topics
Action Planning to Achieve Results
When Did You Know You were Behing on 2023 Goals? And What Did you do about it?
Chairman’s Circle - Three Keys to Qualifying EVERY Year
Daily Planner - I Hate the Daily Planner - How to Incorporate this tool in your Agency
Everything Is Subject to Change - As the world changes, do you fit in? How do you fit in?
Lapse/Cancellation - Implement this system of THANK-ing Policyholders t improve retention and set appointments
Lapse/Cancellation - Recognizing SIGNificant Events to control Lapse/Cancellation
Simple Steps to Help the Agency CONTROL/REDUCE Lapse/Cancellation
Long-Term Development of Team Members (Agent Version)
Modern Marketing for Agents Blueprint - SEO, Digital Marketing Advice - Guest Speaker DJ Carroll
Pending - The Ultimate Pending System
How to Accomplish it ALL in a Day when there is only so much time in a Day
Three Keys to Financial Freedom for an Agent
When did you know (May Edition) - How do get “Caught Up” on your Annual Goals
Miscellaneous Topics
Appointment Setting
Appointment Setting and Getting Policyholders to Show Up!
Appointment Setting with Existing Life Policyholders
Appointment Setting with Existing Homeowners
Accountability - (Agent Version)
Accountability - (Team Member Version) Self-Accountability to Achieve Desired Results
90 Percenter - The Perfect Meeting Agenda for 90% of your customers (Includes Pivot Opportunities, Referral Opportunities and Future Appointments)
The Appointment - Sales Tools to Include on a Clip Board BEFORE the Appointment actually begins
Friends - Marketing and Selling to Friends
Pending - The Ultimate Pending System
Pivoting - Pivoting on ALL Sales and Service Transactions in the Agency
Pivoting - SWING THE BAT. The Excuses we make for NOT PIVOTING! and How to GET PAST ‘em
Pivoting - The Dinner Party - Pivoting is a MUST because the competition is ALREAY in the home of YOUR Policyholder
Pivoting - The Car Rental Experience - How/Why The Car Rental “Counter Person” Pivots FOUR TIMES on All Transactions
Pivoting - How to Manage an INVENTORY of Leads - Now that you are pivoting more - here’s how to manage all of your leads
Referrals - Earning an Unprecedented number of Referrals
Referrals - Managing your Referral Program
Referrals/Reviews - Google Reviews
Referrals - Your Referral Network - The Care Givers
Referrals - Your Referral Network - The Directors
You Say / I Say - Change these 12 Words and watch EVERYTHING Change for the better
Sales Academy
Action Planning to Achieve Results
Pivoting - Pivoting on ALL Sales and Service Transactions in the Agency
Referrals - Earning an Unprecedented number of Referrals
Appointment Setting
90 Percenter - The Perfect Meeting Agenda for 90% of your customers
Sales Academy - Life Insurance Kick-Off
How to Write a Shit-Ton of Auto Insurance
Fire It Up! - Sales Academy Focus on Writing MORE Fire Insurance
Staffing a Multi-Line Agency (SMLA)
Staffing a Multi-Line Agency (SMLA 1) - Business Modeling and Organizational Design
Staffing a Multi-Line Agency (SMLA 2) - Recruiting
Staffing a Multi-Line Agency (SMLA 3) - Interviewing, Selection and On-Boarding of New Team Members
Staffing a Multi-Line Agency (SMLA 4) - Training and Long-Term Development of Team Members
2023 Business Planning
The Heartbeat of My Agency - How to manage ALL the numbers from month-to-month
2023 Goal Calculations- How to establish Goals/Commitments for the New Year!
Auto Action Plans
Fire Action Plans
Life Action Plans
Five Dials - Use this tool to VIEW your Agency - Putting Your Agency on Auto Pilot
Hosting Daily Meeting Does NOT Have to Suck - Do they Walk Out the Door, or will they run through a Wall?
Monthly Adjustments - Win or lose, How to Adjust your goals from one month to the next!
NEWLY RELEASED
* I HATE THE DAILY PLANNER (406598)
New Team Member Training / Sales and Service Academy
0322 - Appointment Setting (572536)
0322 - Your Referral Network - The Directors / The Care-Givers (912496)
0322 - Earning an Unprecedented Number of Referrals (128877)
0322 - Action Planning (478085)
0322 - Pivoting on ALL Customer Interactions & Service Transaction (363936)
0122 - Conducting Appointments That Sell - The 90- Percenter (744737)
0222 - Consistent and Everyday Pivoting to Life (892845)
0222 - Writing a "Shit-Ton" of Auto (964349)
0222 - Writing a BOAT-LOAD of Fire (618774)
0222 - The Ultimate Pending System / Sales Funnel (789262)
0322 - Recognizing SIGNificant Events to Improve Lapse/Can (465923)
0322 - Calls for the THANK YOU of it (120347)
0322 - Self Accountability and Ownership of Results (851228)
Staffing a Multi-Line Agency (Request Video Recordings)
* Business Modeling and Organizational Design
* Recruiting
* Compensation and Bonus Plans
* Interviewing, Hiring, Training & Long-Term Development of Team Members
* System Training for Team Members
* Accountability to Leadership
Life Insurance Courses
0322 - Pivoting to Life from Multi-Line Households ($53,718 / $ 571,400 / $0) (404238)
0222 - Overcoming "I Have It At Work" and "I Have It With Another Company" (928892)
0222 - Overcoming "I Have to Ask My Spose / Think about It" (684064)
0222 - How to Consistently Sell the $2,000,000 Death Benefit Life Policy (324160)
0122 - FIX, REPLACE, KEEP - Pivoting from Home, Renters and Condos to Life ( 751543)
Auto Insurance Courses
0222 - Price is NOT the Enemy (495308)
0222 - You Cost More. NO SHIT! (802912)
0222 - Auto Acquisition Plan / Auto Word Tracks (698965)
Fire Insurance Courses
0222 - Emergency Contacts - How to git'em and how to turn them into Warm Leads (205528)
0222 - Urgent PLUP - simply activity to generate MORE, or a consistent flow, of PLUP Apps (368526)
Archived
Auto Insurance
Double Your Closing Ratio
How to Write a Shit-Ton of Auto
Auto Value Statements
Auto Insurance. You COST MORE. NO SHIT! How to avoid, Overcome and manage Price Objections
Auto ACTivities LEAD to Auto APPtivity -
Avoiding/Overcoming Price when Marketing and Selling Auto Insurance -
The Auto Application Supplement as a tool to Pivot from Auto to other lines
How to Write a SHIT-TON of Auto - Part 1
Since When Is It All About Price (Closing: What is Your Why?)
The Auto Opportunity and Why They Buy From You
Managing Defected Households - The Grass is NOT always Greener
Want Leads? Go Play in Traffic
Eat. Sleep. Repeat....Where to Find Your Next Auto/Home Lead
Your Reach....how to use Social Media to reach your next lead
Fire Insurance
Hosting Jewelry Appraisal Events
Life Insurance
How to Write 100 Lives with $100,000 of Life Premium ANNUALLY
Why Sell Life, When to Ask, How to Ask
Quoting $2 million, $3 million or MORE of Life Insurance
Life Insurance "Inflation Riders" (How to sell additional life to existing policyholders)
Life Insurance Pivoting and Overcoming Common Objections
Needs vs. Wants - How to Shoot your Life Premium "to the Moon"
Term vs. Perm - Converting Term to Permanent Life
Friends DO NOT Lets Friends Live Without Life Insurance
Pivoting to Life from Multi-Line Households ($ 54,318 / $491,911 / $0)
The Four Minute Mortgage and Pivot to Return of Premium Life
Selling the Gift of Life Insurance
The Life Wants Analysis Tool as a means to sell larger life cases
Insuring Lives to Value
Lisa Beamer - You Have the Best Damn Job in the World
The Life Audit Worksheet
The Four Minute Mortgage With Pivot to Return of Premium Life
Health Insurance Courses
Selling DI: DO we have it all sdrawkcaB?
Pivoting to DI with Mom's (Single, Stay-At-Home and Dual Income
What Are Your Priorities - Opening a Conversation About DI
Miscellaneous Courses
Cross the Line - Marketing/Selling Auto, Fire and Life to Friends, Family and Neighbors
The Simplest Pivot in the world - use THIS pivot in every conversation
Breaking Bad Habits to move from GOOD to GREAT
The Ultimate Pending System and How to REALLY work Your Tasks and Opportunities
Survival in an Automated World
The Four F's to Fantastic (First, Focus, Forget, Finish)
The Client Profile - Divorce
The Client Profile - Marriage
Management Courses
Three Questions to ask in EVERY. AGENCY. TEAM. MEETING
Agency Management - Feb Edition (topic still relevant, even tho not February)
Self-Accountability and Ownership of Results
Additional Topics
* Conducting Household Audits
* URGENT PLUP - How to generate a consistent flow of PLUPS
* How to Collect Facebook LIKES and FIVE STAR GOOGLE REVIEWS
* Qualifying for EVERY Life Promotion for the rest of your career
* Writing a SHIT-TON of Auto Insurance
* Selling Life Insurance to Youthful Drivers
* Friends DO NOT Let Friends Live Without Life Insurance
* Life Insurance Awareness Month - What Are YOUR Plans for LIAM2020?
* Pivoting to Life Insurance on ALL Agency Transactions - The HAVE'S and the HAVE NOT'S
* Using the WEEKLY BUSINESS PLAN Worksheet to achieve ALL of your Commitments
* Scheduling FOREVER APPOINTMENTS to keep your Policyholders Coming Back Year After Year
* Improving the likelihood Policyholders will show UP for their Appointments
* Setting Home "Closing" and Life "Delivery" Appointments
* Opening a Conversation about Life and DI with Stay-At-Home Mom's
* When to Ask, How to Ask for, how to Manage Emergency Contacts INTO Warm Leads
* Term vs. Perm and Converting Term to Permanent Life
* The Homeowner Supplement as a Pivoting Tool
* Interviewing - STOP Wasting Your Time
* Appointment Setting - What You Can Learn from a Dentist
* Charitable Quoting
* Recruiting 101 - The FOUR Keys to Recruiting - Part 2 of 2
* Overcoming the SILENT Objection - They DO NOT Answer Call
* 48/52 Life App GUARANTEE
* Recruiting 101 - The FOUR Keys to Recruiting - Part 1 of 2
* I Hate the Daily Planner
* Intro to Survivor Life - Season 4
* Business Model of the Future
* Setting a MASSIVE amount of Appointments
* The secret to Qualifying TOP LEVEL for every Life and Health Promotion for the rest of your Career
* Self Accountability and Ownership of Results
* Communication/Money and Policyholder Retention
* Five HITS to Sink More Battleships (Life, Auto, Email, Service, CLOSE the Sale)
* Opening a conversation about "Disability Income Insurance"
* Overcoming "I cannot afford it" when it comes to selling Disability Income
* STOP Pending Quotes for Six Months - you are MISSING Opportunities
* Simple Tips to Increase Likelihood of Policyholders Showing UP for Appointments
* CLOSE more, Bigger Life Cases that stay on the books LONGER
* Reducing Lapse/Cancellation by managing SIGNificant Events
SYSTEM / PROCESS TRAINING
* Pivoting to PLUP Policies
* X-Date Calls to Improve Lapse/Cancellation
* How an "FWA" can lead to a greater Closing Ratio on Life with LARGER PREMIUMS.
* The POWER of a Handwritten Note Card
* SIGNificant Events - How to identify Policyholders BEFORE they go on the "Shoppers Alert" list
* Facebook Likes and Five Star Google Reviews
TOOLS/PROOF SOURCES
* The Homeowners Supplement and How to Turn Your Team Into a Pivoting Machine
* The Automobile Insurance Supplement as a tool to pivot more consistently
* The Renters Supplement
* FIX / REPLACE / KEEP - PICK TWO
* Which Job Do You Prefer? (Disability Income Insurance)
* The Client Profile
* Client Profile Marriage
* Client Profile Divorce
* Appointment Agendas that can add Organization and Structure to your Appointments
* Using the EMPOWER 2K20 Workbook to ACHIEVE YOUR GOALS!
* The Life Audit Worksheet - how an AGENDA can help you MAXIMIZE Life Appointments
* The DAILY MEETING Sheet as an Agenda for your next team meeting
* Urgent PLUP
* Life Wants Analysis
* Weekly Business Plans
HOW TO'S
* Qualify for EVERY Life Promotion FOREVER (Email tim@timlindon.com for code)
* Overcoming the Objection "Call Me After the Holidays
* Overcome Objections - I Have It At Work
* Selling the Gift of Life Insurance
* Simple Tips to Improve Retention
* Appointments - How to IMPROVE your "Show-Up" Ratio
* How to use OUTLOOK to improve the likelihood Policyholder Show for Appointments
* How to conduct "HOW TO" Seminars ("This Week at the Home Depot")
* Hosting Jewelry Appraisal Events
* How to set Phone IFR Appointments during a Pandemic
MISCELLANEOUS
* Managing OVER Covid - 19 - Sessions 1- 5
* Compensation Plans (Email tim@timlindon.com for code)
* Bonus Plans (Email tim@timlindon.com for code)
* The Consistency Bonus (Email tim@timlindon.com for code)
* HOLLY DAYS Promotion
* The TWO THINGS Every New Agent Needs to KNOW
* Agent Aspirant Study Group
* How to MAX The Agent Scorecard (Email tim@timlindon.com for code)
YOUR 212 COACH
* The Daily Planner
FINANCIAL SERVICES SYSTEMS IMPLEMENTATION (FS2i) - ALL ISSUED LIFE
Session 1 - Overview and Appointment Setting
Session 2 - How to Overcome Objections when Scheduling Appointments with All Issued Life
Session 3 - Preparing and Conducting Appointments with ALL ISSUED LIFE
Session 4 - Turning this Idea into an Activity and ultimately a Consistent System
(FS2I) - NEW AND EXISTING HOME OWNERS, RENTERS AND CONDOS
Session 1 - Overview and Appointment Setting
Session 2 - How to Overcome Objections when Setting Appointments with Homes, Renters & Condos
Session 3 - Maintaining the System from one week to the next
Session 4 - Preparing for and Conducting the Appointment in order to sell Life and Disability
(FS2I) - CAR LOANS
Session 1 - Overview - Writing Car Loans from Change, Added and Raw Auto Transactions
Session 2 - How Car Loans REALLY Work
Session 3 - Securing Car Finance Agreements (CFA's)
Session 4 - MOTIVATING Policyholders to Refinance their Car Loans with YOU
BUSINESS PLANS / AGENT ASPIRANT STUDY GROUP
* Business Plan Implementation Overview and Expectations
* Sales Commitments and Achievements
* The HEARTBEAT of My Agency
* Winning or Learning? (Those Sound Like Excuses)
* Month-End Goal Analysis and February Goal Setting
* FIVE Dials / Goals Inspected By
Auto and Fire Marketing and Production Conference (Series)
Session 1 - 1990-2020-2050 - Part One - Jobs and Apps
Session 1 (contd) - 1990-2020-2050 - Part Two - Driver-less Cars
Session 2 - What is Your Why?
Session 3 - What is Your Opportunity? / What is In your Back Pocket?
Session 4 - Price! Since When and Why is it always about Price?
Session 5 - You Cost More! No Shit!
Session 6 - Affiliation: Why All these People Pay Your Price
Session 7 - Belief. Passion. Confidence.
Session 8 - (Referral Network) YOUR Sales Team - Overview
Session 9 - (Referral Network) YOUR Sales Team - Directors
Session 10 - (Referral Network) YOUR Sales Team - Helpers
Session 11 - (Referral Network) YOUR Sales Team - Care Givers
Session 12 - Managing Pended Auto Quotes
Session 13 - The Grass is NOT always Greener - Managing Defected Households
Session 14 - Play-In-Traffic
Session 15 - Eat. Sleep. Repeat
Session 16 - Social Media
Session 17 - Word Tracks - Part 1 Quote vs. Earn
Session 18 - Word Tracks - Part 2 Personalize the Conversation
Session 19 - Managing All Your Leads
Session 20 - Other Fire - Renters
Session 21 - Other Fire - Personal Articles
Session 22 - Other Fire - PLUPS
Session 23 - Other Fire - Commercial Fire
The Principles of Marketing and Selling Life Insurance
0322 - Part 1 - (686396)
0322 - Part 2 - (872640)
0322 - Part 3 - (171702)
Miscellaneous Courses
0222 - The Homeowners Supplement As a Tool to Pivot from Home to...... (632894)
Overcoming Objections
Please Call After the Holidays (276508)
I Cannot Afford Life Insurance (852526)
I Have it at Work / I Have it with another Company (928892)
I Don't Have It / I Don't Want It / I Don't Need It (849511)
I Have it with another Company; I Have to Think About It, Ask My Spouse (831268)
I am young single / Selling Life Insurance to Youthful Drivers (443295)
Young/Single; Other Company; Ask Spouse (974733)
Appointment Setting
Setting Appointments with (1) New Business; (2) Existing Life; (3) Existing Homes (181161)
Overcoming Appointment Setting Pain Paints: How to Git'em to Show Up and Coming Back (458381)
Referral Marketing
0122 -Background on Referrals and How to Establish a Consistent Referral Plan (246466)
0122 -Referral Partners - The Directors (431376)
0122 -Referral Partners - The Care-Givers (904593)
0122 - Securing TWO Google Reviews Daily - (161527)