FINANCIAL INVENTORY & CARRIER CREDIBILITY SHEETS
Use this in every home, with every lead type, and fill out completely on every appointment.
10 FINAL EXPENSE BENEFITS HANDOUT
Print this out and give to every Final Expense Lead and Whole Life Client.
FINAL EXPENSE CHEAT SHEET
Use this to help you decide which carrier to go with.
CLIENT PROFILE
Use this to keep accurate records of your clients.
MORTGAGE PROTECTION LEAD SCRIPT
Read this word for word until it becomes natural.
BUSINESS TRACKER
Use this to track your dials and appointments booked each week.
AMERICO HMS – 10 FEATURES
Show this to every client while gathering quotes for HMS Term
RX CARD REFERRAL SHEET
Use this to gather referrals when you give a client a prescription discount card
RX CARD REFERRAL SHEET
Use this to gather referrals when you give a client a prescription discount card
