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Guides

Practical guides for people who sell by phone.

How to choose a power dialerWhat matters in a dialer when you sell by phone: getting leads in, dialing mode, caller ID, texting, the calling rules, coaching and price.Read →Calling and texting rules for phone salesThe US calling and texting rules in plain words: calling hours, the Do Not Call Registry, consent, opt-outs, AI voices, 10DLC texting and the stricter state laws.Read →

Selling insurance by phone

How to work final expense leads by phoneA practical way to call, text and follow up on final expense leads: speed, a call plan for the first week, what to say, and the rules to follow.Read →How to work mortgage protection leads by phoneMail-in and online mortgage protection leads: how to reach homeowners, what to say first, and what never to imply.Read →How to work aged insurance leadsAged leads are cheap because fewer people answer. How to make them pay: volume, timing, a short opener, and consent.Read →

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