Financial Inventory & Carrier Credibility Sheets

Use this in every home, with every lead type, and fill out completely on every appointment.

10 Final Expense Benefits Handout

Print this out and give to every Final Expense Lead and Whole Life Client.

Final Expense Cheat Sheet

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

Client Profile

Use this to keep accurate records of your clients.

Mortgage Protection Lead Script

Read this word for word until it becomes natural.

Business Tracker

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

Americo HMS – 10 Features

Show this to every client while gathering quotes for HMS Term

Rx Card Referral Sheet

Use this to gather referrals when you give a client a prescription discount card

ReliaSheild Brochure

This is the brochure you want to give to the client to review while you are completing an app.