DOWNLOADS
Use this in every home, with every lead type, and fill out completely on every appointment.
Print this out and give to every Final Expense Lead and Whole Life Client.
Use this to help you decide which carrier to go with.
Use this to keep accurate records of your clients.
Read this word for word until it becomes natural.
Use this to track your dials and appointments booked each week.
Show this to every client while gathering quotes for HMS Term
Use this to gather referrals when you give a client a prescription discount card
This is the brochure you want to give to the client to review while you are completing an app.
Show this to every client while presenting their options and quote
Use this to gather information on your clients situation and accurately quote them
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