Sales Tools
Login or register to see why Unkefer & Associates, Inc. is the company of choice for Premium Producers.
Increase your production without increasing your effort. Our award winning sales system is available for your use inside. Watch, hear and learn from our animated and narrated sample client presentations. Use this area of our sight to learn the specific language top producers are using. Run through each concept as many times as you want. It’s our way of earning your business. Discover how to easily introduce yourself to your clients. Reveal to them how your insurance license can be an incredible resource for them. Use the fact that you are paid on commission as a tool to open an honest dialogue with your client and rapidly identify their financial and emotional needs.
Some producers are technicians – focusing on the numbers and the needs of the sale. Some producers are emotional sellers – appealing to the client’s basic desires. Premium Producers marry both worlds. Our system gives you the road map so you can identify your prospect’s measurable needs and their subjective desires. By tapping into our system, you can increase your production now.
Our concepts include:
The client introduction & fact finder – once completed with
this stage, you can effortlessly pivot to any topic that suits your client
including: Fixed Annuities, Indexed Annuities, Split Annuities, Stretch
IRA, Effective Wealth Transfer Strategies, and more!

