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LEAP PROCESS RESOURCES

PROSPECTING

Personal Introductions Booklet

Client Segmentation Template

Activity Tracking Template

Prospecting Dialogue Components

Video: The Prospecting Process

Video: Identifying Your Ideal Client Profile

OPEN

Personal Finance & Wealth Building Booklet or

Personal Finance & Wealth Building Presentation*

Personal Finance & Wealth Building Dialogue

Leap Model Rulebook Presentation*

Video: Preparing for a Successful Introductory Meeting

Video: Common Objections Raised During Introductory Meeting

DATA

Consultative Questions Guide

Financial Document Checklist

Video: Preparing for a Successful Data Collection Meeting

DESIGN

Present Position Worksheet

Common Present Position Model Abbreviations

Problem & Resource Identification Worksheet

Common Problems by Component/Drawer

Five Key Life Insurance Concepts

Master List of Leap Strategies & Moves

Cash Flow Analysis Worksheet

Strategy Worksheet

Video: Conducting an Effective Case Design Process

PRESENT

Present Position Worksheet

Problem & Resource Identification Worksheet

Cash Flow Analysis Worksheet

Strategy Worksheets

Present Position Meeting Summary

Leap Model Rulebook Presentation*

Video: Preparing for a Successful Present Position Meeting

SOLUTION

Strategy Worksheets

Master List of Leap Strategies & Money Moves

Sample Strategy Worksheet with Instructions

Video: Preparing for a Successful Strategy Meeting

Video: Evaluation of Client’s “Buying Term and Saving the Difference” Strategy

Video: Strategic Alternative to “Buying Term and Saving the Difference"

IMPLEMENTATION

Master Report*

Present Position Worksheet

Strategy Worksheets

Personal Introductions Booklet

Master Report*

SERVICE

INTRODUCTIONS

Personal Introductions Booklet

Client Segmentation Template

Prestige Referral Email Template

Referral Phone Call Template

LEAP MATERIALS

Business Analysis Worksheet

Cash Flow Analysis Worksheet

Living Value Worksheet

Master Present Position

Model For Financial Success Booklet

Personal Finance & Wealth Building Booklet

Personal Introductions Booklet

Present Position Worksheet

Problem & Resource Identification Worksheet

Strategy Worksheet

Dynamic Retirement Concept Piece

IRA Wealth Transfer Concept Piece

Person A - Person B Concept Piece

Retirement Pressures Concept Piece

*These items can be found on the Leap Cloud Platform.

Additional Resources

Leap Calculator Descriptions

Leap Glossary of Terminology

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