AGENT TOOLS 

PRESENTATION TOOLS 

These guides are tools to help you prepare for an appointment and make quick determinations for what is best for your clients.   We recommend printing a copy of each and carrying with you for reference. 

Living Benefits
​Critical, Chronic & Terminal Illness Rider Grids

These documents can be personalized by adding your contact info. Current contact info on documents is just an example and should be replaced with your contact information. PRINT IT OUT AND LAMINATE IT OR PUT IT IN A SHEET PROTECTOR.  YOU WILL BE REFERRING TO IT ALL THE TIME.  

​
​
​
​
​

​

Client Worksheet

Print several of these out and put it in a folder.  You will need one for every house you go to.  

DOWNLOAD
client_work_sheet.png

48-48-50 : Stats to review with clients 

Print in color and laminate to keep in insurance bag.  

DOWNLOAD
INCOME.png

New Kind of Life Insurance The Value of Mortgage Protection & Living Benefits

Print and laminate this document. Use this as a tool to explain how the new kind of life insurance can benefit your client. 

DOWNLOAD
MORT_PROTECTION.png

MORTALITY Guidelines

Print in color and laminate or put in a sheet protector as you will be using these all the time.

DOWNLOAD
MORTALITY_TABLE.png

TOBACCO ​GUIDELINES 

Print in color and laminate to keep in insurance bag. This document defines smokers & non-smoking rates by carrier. 

DOWNLOAD

TERM & UNIVERSAL IMPAIRMENT GUIDES

Print out and laminate or put in a sheet protector.  You will use this every day.  Put in a report binder or 1/2 binder with all the other agent tools.

DOWNLOAD

FINAL EXPENSE/WHOLE LIFE IMPAIRMENT GUIDE

Print out and laminate or put in a sheet protector.  You will use this every day.  Put in a report binder or 1/2 binder with all the other agent tools.

DOWNLOAD

HEIGHT & WEIGHT CHARTS 

Print out and laminate or put in a sheet protector.  You will use this every day.  Put in a report binder or 1/2 binder with all the other agent tools.

DOWNLOAD- TERM

"WORK INSURANCE"

When a client has a Life Insurance policy through their work, here are some facts to help you educate them on why this may not be enough coverage. 

DOWNLOAD

PRODUCT TABLE-Term & UL 

Print in color and laminate back to back with Term Life Worksheet, use with dry erase marker while in home to eliminate carriers client will not qualify for so you can focus on companies that will work for client.

DOWNLOAD

PRODUCT TABLE - Whole Life

Print and laminate back to back with Whole Life Worksheet, use with dry erase marker while in home to eliminate carriers client will not qualify for so you can focus on companies that will work for client.

DOWNLOAD

NOW THAT YOU HAVE PRINTED OUT ALL THE RESOURCES AND TOOLS YOU NEED, HERE IS HOW TO PUT IT ALL TOGETHER FOR YOUR TOOL BOX FOR YOUR CAR

HYDRA

UNDERWRITING GUIDE AND MISC. FOLDER

WATCH VIDEO

SANTORINI

TOOL BOX

All the apps you need to be successful

WATCH VIDEO

MYKONOS

Staying organized is key to getting PAID FAST

WATCH VIDEO

​This training website is designed to equip and empower you to have a fast start in the mortgage protection industry.  The information and tools on this site will prepare you to "DO" the job.  As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Reaber Agency.  Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.

© 2023 by Accountant & Co. Proudly created with Wix.com

Kim Reaber

​

714-745-4415

kimreaber@gmail.com

​

Contact Us
Socialize With Us