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DOWNLOADS

Resources recommended for the newest agent, all in one place.

Step-by-Step Guide To Properly Set The Table In-Home

Use this for every presentation, every lead type, and fill out completely for every appointment.

Use this to help you decide
which carrier to go with.

Print this out and give to every Final Expense Lead &
Whole Life Client

Show this to every client while gathering quotes for HMS Term.

A bullet-pointed breakdown of

Whole Life products by Carrier.

A bullet-pointed breakdown of Term Products by Carrier.

Use this to gather referrals when you give a client a prescription discount card.

Give this to your clients once their application has been accepted.

Use this to keep accurate
records of your clients. 

Use this to track your dials and appointments booked each week.

Use this to reassure your clients that they are putting their
trust in the right person
to protect their family.

This is a breakdown of the

average cost of cremation

and burial services.

Use this form when a client, spouse, or dependent are
refusing or canceling coverage.

Use this to get the information for client's emergency contacts.

Use this to gather referrals from your clients after you protect them.

Use this to get referral
information from clients. 

Use this to educate your clients on what to do if another sales rep contacts them about their policy.

Use this guide to see the
VP bonus breakdown program

Use this guide to see the monthly producer bonus breakdown.

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