Gold Tier
1-Overview of Direct-Mail Lead Generation
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2-Overview of Consumer Workshop System
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3-Overview Term-LTC
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4-Overview Pension Protection Act
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5-Overview of IRA-LTC Strategy
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7-Position Yourself As A Trusted Advisor
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8-DGB Workshop-Choosing Location
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9-DGB Workshop-Newspaper
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10-DGB Workshop-Direct Mail
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11-DGB Workshop-Automated Reservation Line
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12-DGB Workshop-Compliance
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13-DGB Workshop-Reservation Process
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14-DGB Workshop-Handout Materials
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15-DGB Workshop-Follow-up Phone Call
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16-DGB Workshop-Checklist
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17-DGB Workshop-Day of Workshop
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18-DGB Workshop-Check In
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19-DGB Workshop-Housekeeping
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20-DGB Workshop-Workshop Format
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22-DGB Workshop-Call to Action
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23-DGB Workshop-Schedule Consultation
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24-DGB Workshop-Confirmation Letter
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25-DGB Workshop-Wrap Up
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26-PreMeeting Questionnaire
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27-Convert-Meeting with Client
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28-Starting Initial Consultation
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29-Convert-Handling Objections
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30-Convert-While Documents are Being Completed
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31-After Fee Agreement
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32-Keeping Cases Straight
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33-Case Design Team
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34-Prepare for Second Meeting
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35-Presenting Eldercare Plan
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36-Closing on Minor Point
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37-Completing Paperwork
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42-MDA-Consumer Workshop
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43-MDA-Crystal Ball - Interview Part 1
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44-MDA-Crystal Ball - Interview Part 2
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