7 Step Start-Up Program

ON    STEP 

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GET MY BAG READY

Put together my underwriting folder and field binder.  Print all my forms.

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Print The Carrier Applications

  • Visit the Equis Carrier Resources and find the 5 carriers listed below and ONLY PRINT the product applications listed below.  MAKE 2 COPIES OF EACH:

    • FORESTERS - Strong Foundation Term & Planright FE

    • GREAT WESTERN - Guaranteed Issue

    • AMERICAN AMICABLE - Home Protector & Senior Choice
    • CFG - Safeshield Term & Dignified Choice Elite FE

    • MUTUAL OF OMAHA - Term Life Express, Living Promise, & Guaranteed Advantage

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Print The Underwriting Grids

 

  • Print the BASIC Underwriting Grids and place in your field binder

  • Print the Term and UL Simplified Underwriting Grid and place in your field binder

  • Print the Final Expense Underwriting Grid and place in your field binder

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Print The Sales Materials

  • Print and study each of the separate sales sheets.  Use these ONLY when needed.  These are great to refer to when sitting with clients to help VISUALLY answer a question for them.

  • If you don't know the answer to a question, use the sales materials to help guide you and come across confident to the client.

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Access My Virtual Underwriting Toolkit

  • USE THIS ON EVERY APPOINTMENT​!!

  • We have partnered with Insurance Toolkit to provide our agents state-of-the-art underwriting technology.  This tool will help assist you in qualifying your clients for coverage.

  • You can put there medical condition and medications and it will tell you what they qualify for.  

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Print The 10 Point Presentations

  • Use these when presenting the product PRIOR to showing options.  These are great to answer basic questions about the carrier and teach me and the client about the product.  PRINT all of these and place in the field binder.

  • See these used in real-life scenarios in Step 7

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