Question

1. what is important for us to do while on the \intro\ slide?

• to sell yourself
• to sell insurance
• to build brand awareness
• to see if clients qualify

1. other than to deliver the no - cost benefits our union members are entitled to, what is the point of the no - cost benefits section in the presentation? select all that apply.

• we just like to give things away for free
• to help us collect as many referrals as possible
• to help us provide value to our clients
• our union contracts make us give benefits away to everyone

1. what is the first step to collecting referrals?

• to quick - fill names collected on the fig
• to ask for referrals
• to collect ad&d cert beneficiaries
• to assertively and assertively confirm the first beneficiary’s phone number
• to gather the names of those that’ll be responsible for handling the client’s final arrangements
• to ask “who’s next?”

Explanation:

Question 5

In a presentation's "Intro" slide, the focus is often on establishing credibility and making a good impression, which relates to "selling yourself" (presenting your expertise/value). Selling insurance is too specific, building brand awareness is broader (not just intro), and qualifying clients is later.

Giving free benefits isn't just to give away (so "We just like..." is wrong). Union contracts don't force giving to everyone ("Our union..." wrong). The purpose is to provide value to clients (to build trust/relationship) and potentially get referrals (as a by - product of good service). So "To help us collect as many referrals as possible" and "To help us provide value to our clients" are correct.

Before asking for referrals or doing other steps, you need to have the initial names/info. Collecting AD&D cert beneficiaries or confirming phone numbers are part of later steps. "To quick - fill names collected on the FIG" is the first step to start the referral collection process as you need the base data.

Answer:

A. To sell yourself

Question 6