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.
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.
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