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CALL SCHEDULE
GETTING STARTED
7 STEP START UP PROGRAM
SCRIPTS/ APPS & PRESENTATION
AGENT RESOURCES
CALCULATORS/TECHNOLOGY
SUBMIT & TRACK
WHO WE ARE
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CLIENT WORKSHEET/NEEDS ANALYSIS
Print several of these out and put it in a folder. You will need one for every house you go to.
15 WEBTTS IN HOME PRESENTATION
Print one of these and put it in a small 1/2 inch binder as you will reference to it in the house.
Knowing the step by step topic to talk about in the house.
TOBACCO/NON-TOBACCO GUIDELINES
Some of our carriers will allow an individual to Chew and smoke cigars.
10 LEDING CAUSE OF DEATH
This is very handy to use when selling accidental policies, as it is the leading cause of death to age 45
TERM & UL LIVING BENEFITS
Each carrier will have different living benefits available & every state is different. CA very limited living benefits.
FINAL EXPENSE LIVING BENEFITS
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.
Work Insurance is Not Enough
This is your Team Member description. Use this space to write a brief description of this person’s role and responsibilities, or add a short bio.
Income to Expenses When a Health Condition Happens