ASR’s 5 Step Sales Process

ASR 5-Step Sales Process

Step 1 – 2-minute LS Highlight Video

Step 2 – The learn about life settlements 10 min. video. Can be found at the website.

You will not be able to use step 3 – 5 until you have your fund.

Step 3 – Your own Personalized Webcast. This takes your prospective clients deeper into the investment using a webinar format where you are hosting the Webinar and I’m your guest. The entire webcast is around 17 minutes. At this stage in the game, your prospects are looking for more and this is the video to give it to them. To get your Personalized Webcast completed, it takes very little work on your end. Download the PDF instructions, on this page, explaining exactly what you need to do.  If you have questions about anything along the way, just let us know.

Step 4 – Private Client Webinar. As you know, this step certainly isn’t required, but it helps bring the whole program together if your clients have additional questions and would like to talk to us here at ASR. You can call us directly anytime to set up this call.

Step 5 – Close the business.

***Important Note***
Step-3 must occur no sooner than on the second meeting with a new prospect.  Please remember to continually review the PPM’s Do’d and Don’ts document found on your Fund Manager’s Portal under the PPM tab.

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