Richard CoulsonDavid Woodbridge

Daily

501 25pm

1001 50pm

2001 100pm

4001 200pm

5000pm!!!

OSAD / 501

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

The ASK Model

• Cancer, Heart Attack, Stroke

• Sickness, Accident, Disability

• Death

• Trusts

• Wills

T

E

D

Your best mate

ell

xplain

escribe

Open v Closed Questions

Open Closed

Order Creators Order Takers

TellExplainDescribe

WhoWhatWhereWhyWhenHow

IfSoShouldWouldCouldCanWillDidDoDoes

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

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

Protection on a Mortgage

£40pm per £100k of debt

Morrison Ward

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

1)Financial Questionnaire

2)Health and Activities Questionnaire

3)Contract of Employment – Acc / Sick / Disab

Protection on a Mortgage

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

Tools of the Trade

See you next Monday!!!

A huge THANK YOU!