STEP 1: KTP 1

1st Client Meeting

KTP 1 - Introduction

Download Presentation Brochure

Download Curiosity Questions

Download Trust/Respect/Customize

FIVE Outcomes of KTP1

1- Cover Page & Credibility

2 - Strength In Selection

3 - Four Cornerstones

5- Options 4 Your Money

6 - Three Tax Boxes

7- Six Steps (Explain FNA)

FNA Software Input / Data

$ Amount Commitment (Cookie Jar)

Rollover / FIA Pre-Frame KTP1

Field Underwriting

Setting 2nd Appointment

Full 30-min KTP1 Presentation

Back to Main Client Page

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