In-Home Agenda: This agenda is kept in the front of your binder and is used to have a structure in the home or during any sales presentation.

Credibility Sheet: With this sheet, we build credibility by showing the companies we broker with, and explaining the 4 things we specialize in.

Client Suitability: Underwriting questions we ask clients to determine how to best help them and what options to show them.

Program Benefits: Explain what are the benefits of the client's program according to their carrier.

Policy Summary: After helping submit a request for coverage, leave this sheet while clients policy arrives. 

Funeral Costs Sheet: This sheet shows the clients the average cost of cremations and burials nationwide. 

How To Win On The Phone: Before heading into the field or starting to dial sesh, have a clear expectation of how your day will look like

I Am Your Policy Poem: The poem is for clients to read on their own time while quoting and see how important life insurance is. 

Closing Rebuttals: Memorize these and you will be unstoppable on the phones and in the house. 

Money Management: Want to learn how to stay out of the rat race in the life insurance game? Learn how to profit first. 

Referral Sheets: The best person to sit with is who was referred to you by someone you already helped. Don't leave money on the table, ask for referrals. 

Steps To Medicare

Medicare Worksheet: This sheet is to be filled out in every house while enrolling a client in Medicare.