SOS System

The SOS (Simple Organized Selling) System has been created by Eddie Levin, CLU, ChFC, MBA  as a way to help financial services professionals take their careers and lives to the next level.  With this system, it is possible for agents to increase their sales and income utilizing concepts and techniques that can be easily learned and used immediately in the field.

Eddie created the SOS System with a belief that there is no system in existence that is perfect for every professional in every situation.  We also believe there is not one insurance company with the best products for every situation and that is why we are independent brokers.  With this in mind, we believe a fusion of different techniques and concepts from a combination of systems can be tailored toward an individual’s specific circumstances and situation. 

Eddie Levin, CLU, ChFC is a 34 year veteran of the financial services industry and a 31 year member of the MDRT (Million Dollar Round Table, The Premier Association of Financial Professionals).  Eddie and his son, Buster, would like to offer you a way to utilize what has worked for them and help you take those techniques and implement them into your daily practice taking your business to a level beyond your wildest imagination.

The SOS (Simple Organized Selling) System will bring to you cutting edge techniques and concepts in the following areas:

• MDRT “Whole Person Concept” – a concept that not only addresses the importance of business, but also health, family and community

• Prospecting Techniques – creating your own system to put your prospecting on “Auto Pilot”

• Fact-Finding techniques – People do not care how much you know until they know how much you care.  How this can be relayed during the Fact-Finding process.

• Application procedures to expedite the process and not waste time

• Placing additional insurance and cross-selling

• Getting referrals and “Blitz Prospecting”

• Goal setting techniques that have been proven effective

• Personal/Life coaching (Optional)

• SOS Concepts – Different concepts and techniques that have worked for us in the field, i.e. “The CPR Plan” (Coordinated Program for Retirement) our flagship concept that integrates different financial products for retirement.  Visit www.CPRPlan.com for more information on how this concept works.

• SOS Techniques – Specific and innovative sales techniques that are easy to learn and implement.

• Encouragement and assistance with self-improvement goals and memberships, i.e.  MDRT, NAIFA (National Association of Insurance and Financial Advisors), Society of Financial Professionals – CLU, ChFC, CFP, etc. (See Resources) 

• Access to documents we have used in the field to clarify the process for applying for Life Insurance and Long Term Care Insurance and other helpful documents on the need for the different types of insurance and their differences.

• Life and Health Insurance Foundation for Education – (LIFE) is a nonprofit organization dedicated to helping consumers make smart insurance decisions to safeguard their families’ financial futures.  LIFE was formed in 1994 by seven leading insurance producer organizations, which recognized the need to better educate the public about important insurance planning topics. To help us deliver our educational messages, LIFE receives financial support from more than 130 of the nation’s leading insurance and financial services organizations. (See Resources) 

• CRM (Customer Relationship Management) – how to implement a database for following up with your clients and prospects, i.e. Salesforce.com (A public company that specializes in Customer Relationship Management, NYSE: CRM)

• Licensing Assistance – Get contracted with cutting edge, highly rated companies.

The SOS System is brought to you by: