Downloads and printables that every agent will use Downloads Financial Inventory & Carrier Credibility Sheet 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 decide which carrier to go with. Client Profile Use this to keep accurate records of your clients. Mortgage Lead Protection Script Read this word for word until it becomes natural. Business/ Call Tracker Use this to help decide which carrier to go with. Americo HMS - 10 Features Show this to every client while gathering quotes for HMS Term Products Rx Card Referral Sheet Use this to gather referrals when you give a client a prescription discount card Reliashield Brochure This is the brochure you want to give to the client to review while you are completing an app. Download Phone scripts here Download product guides here
