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.
Show this to every client while gathering quotes for HMS Term.
Show this to every client while presenting Term + Accidental policies.
Show this to every client while presenting Whole Life + Accidental policies.
Show this to every client while presenting Whole Life Only policies.
Use this to keep accurate records of your clients.
Use this to gather referrals when you give a client a prescription discount card.
Show this to every client while presenting Whole Life Only policies.
Use this to reassure your clients that they are putting their trust in the right person to protect their family.
Use this to gather referrals from your clients after you protect them.
Use this form when a client, spouse, or dependent are refusing or canceling coverage.
Use this to track your dials and appointments booked each week.
