Please join me in recognizing Travis Terry as the RFC Agent Spotlight for November and the top joint RFC producer YTD for 2020! Travis has built substantial momentum and put up BIG NUMBERS in setting joint life appointments AND submitting LPC business this month. I could not be more thrilled for his success!

By leveraging the conversion campaign and embracing a critical, yet simple phone call process, his efforts led to holding over twenty joint appointments during November and submitting enough cases to maximize his Q4 bonuses. This is all on top of Travis achieving his BEST YEAR for life and annuity business.

I am extremely proud of and grateful for Travis’ efforts and know that not only does he believe in what he is providing his clients (service, value, and peace of mind), but he isn’t afraid of “going for no.” He calls his clients, extends an offer for them to sit down with his “specialist,” and as a result we have closed business at an astonishing rate.

Here's to you, Travis. Thank you for believing in the value of your RFC and taking the time to go above and beyond your clients' expectations.

 

Together we will close 2020 strong and position you for even higher results in 2021. All American is in your future, my friend, and I am happy to be a part of getting you there. 

Thank you for all you do, and congratulations on an amazing month!

​
 

 

Sarah recently helped Travis Terry close 14 new life applications and raise his life contest credit to around 27,000 - in just three days.

​

Coverage spoke with Travis to learn more about his experience working jointly with Sarah.

​

Tell us how you started working with Sarah.

The first time I started working with Sarah was when she had a farmers transition workshop. Everyone I invited to that workshop just loved her and loved what she had to share. Sarah is very friendly, knowledgeable and knows what is right for the client.

 

Working jointly with Sarah, what have you two been able to do so far?

Sarah knows how to close the sale and still make the client feel good about it. This month, she has helped me close 14 new life applications. She’s also helped me get my life contest credit up to around 27,000. That all was done in just three days.

 

What was your experience and impression of joint work with the RFC prior to the recent case successes?

I had never utilized an RFC before Sarah, and I now wish I would have utilized Sarah much sooner. She has opened my eyes to a better system. Working together we can close a lot more life sales than I can alone.

 

What was the biggest challenge to joint work (and closing business in general) before this month?

I think my biggest challenge with life Insurance was closing the sale.
After watching Sarah, I can now see I may have confused my clients by giving them to many options to choose from. I would show them everything and print off all the quotes, and they would go away not knowing what to do. Sarah has a system and that system works. She has the client picking a policy before giving them the prices. She eliminates the problem of you trying to decide what policy is best for your client.

 

How have your current results shifted how you think of or will utilize the RFC role in the future?

I’m totally excited to utilize her next year, and I plan on utilizing her as long as I can.

 

Are there particular cases or situations you will likely continue to work on jointly?

Sarah and I have some larger farm cases that could turn into something big. But you have to know these type of cases take time. They take multiple visits. You have to be willing to set up those appointments to get the clients in front of Sarah so she can work her magic.

               

Any advice for other agents who have not yet run joint RFC cases or maybe have, but didn’t have success on the initial case(s)?

I would say that if you are not utilizing Sarah, that’s good, because that means I get to utilize her more. Just kidding. I would say give her a chance and I promise you she will change your life sales. She will teach  you her system and how important it is to ask the right questions.

               

Any other comments or suggestions you’d be willing to share with the field about your experience working with Sarah or the power of joint work with an RFC?

Every single one of my clients who has met Sarah likes her. They all love working with her. I wish I would have started working with her three years ago.

​

THE TRUSTED ADVISOR HOME

​