DOWNLOADS

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

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

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

Show this to every client while gathering quotes for HMS Term.

Step by step guide to properly set the table in-home.

Use this to keep accurate records of your clients. 

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

Give this to your clients once their application has been accepted.

Use this to reassure your clients that they are putting their trust in the right person to protect their family.

Use this form when a client, spouse, or dependent are refusing or canceling coverage.

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

Use this to gather referrals from your clients after you protect them.

Client Referral Form

Use this to get referral information from clients.

This is a breakdown of the average cost of cremation and burial services.

Use this to get the information for your client's emergency contacts.