Financial Inventory & Carrier Credibility Sheet
Use this in every home, with every lead type, and fill it out completely on every appointment.
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.
Use this form when a client, spouse, or dependent is refusing or canceling coverage.
This is a breakdown of the average cost of cremation and burial services.
Print this out and give it to every Final Expense Lead and Whole Life Client.
Step by step guide to properly set the table in-home.
Use this to help you decide which carrier to go with.
Use this to reassure your clients that they are putting their trust in the right person to protect their family.