Use these additional tools to help you be efficient and improve your in-home presentation.
NEW FFL Financial Inventory This is the financial inventory worksheet that is used during the In-Home presentation.
In Home Financial Inventory Worksheet Alternate version the financial inventory worksheet that is used during the In-Home presentation. Print the second page and take it with you on your appointment.
FEX worksheet Final Expense Worksheet. Use when on a final expense to capture all the financial needs and health issues. Great tool! Print several copies to have with you in the field.
Matt Smith on how To Add Additional Products In Home (Emphasis on Americo’s NEW Accidental Death Benefit with Return of Premium (ROP)
Matt Smith on this past week’s Next Level Call training on how to be effective on the phone and in the home.