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2015 MDRT Annual Meeting e‐Handout Material   Title:        The Power of Napkin Presentations  Speaker:       ReynoldAngelesGan  Presentation Date:  Wednesday, June 17, 2015 

11:30 a.m. ‐ 12:30 p.m.    The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited and errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.    

    

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Reynold Angeles GanThe Power of Napkin Presentations

Keep Your Napkins!!!

When I was 13....

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“Everyone needs telephones.”

At Age 16....

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One of the first things I learned:

Things got complicated...

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A confused and overwhelmed client

The simplest way to show solutions is the most

refreshing way.

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The Typical Sales Cycle

Prospecting

Sales Presentation

Fact Finding

Set the Appointment

Closing the Sale Handling

Objections

Ask for Referral

THE GAP

Would you use a door knob to open a door?

Open the Presentation properly...

Close the Sale easily

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Can I Afford to Get Sick?

While Strong and Healthy…

SAVINGS

Income Level

Expense Level

When Disability Strikes…

ECONOMIC CRISIS

Because it’s so easy to spend, there’s little or no money left to save.

We must get well,

But how can a sick person get well without money?

If you were to get sick, and couldn’t go to work, how long could you live on your savings?

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The strong and healthy person you are today is the only person who can help the disabled person you may someday be.

21

LUXURY

COMFORT

NECESSITY

POVERTY

On this triangle we have the four basic standards of living.

The problem is that, Most of us have too small a wedge to prevent our family to fall.

Money at WorkLife Insurance

SSS /GSISFringe Benefits

All Other Assets

Painting a Bright Picture of a Secured Future

The MAN

@WORK

DREAMS:For Our Children’s Education

Comfortable Living ConditionsBetter Retirement Lifestyle

The MAN

@WORK

3 things can prevent us from realizing our dreams:

DisabledOldDeath

DREAMS:For Our Children’s Education

Comfortable Living ConditionsBetter Retirement Lifestyle

The MAN

@WORK

Money at Work

Life Insurance Money at Work

Life InsuranceSSS / GSIS

Life InsuranceMoney at Work

Fringe Benefit

Life InsuranceSSS / GSIS Money at

WorkFringe Benefit

Life InsuranceSSS / GSIS Money at

Work

All Other Assets

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The Best-Laid Plan

Born Someday

Money Working for us

20 Today

We work for money

Save

SaveSpend

Spend

Roller coaster way of Saving

$$$

TIME

DEATH

•ACCUMULATE

•CREATE

If I have this Perfect Plan, Would you want to have it?

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