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.


Give this to your clients once their application has been accepted.


Use this to track your dials and appointments booked each week.


Use this to get referral information from clients.

Use this to help you decide which carrier to go with. 


Use this to keep accurate records of your clients. 

"I Am" Your Policy

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 to get the information for your client's emergency contacts.