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IN HOME PRESENTATION

NEW AGENT CHECKLIST

PREPARE THESE BEFORE YOUR FIRST APPOINTMENT

Carrier Quoting Tools

Product Brochures

E-APPS LOG INS

Foresters

PRINT ONE FOR EVERY APPOINTMENT

Credibility Sheet & Financial Inventory (Updated 2023)

Mortgage Protection Presentation Script

Mortgage Protection Financial Inventory PDF

OTHER IMPORTANT TOOLS TO BRING

BUSINESS CARD
LEADS
LICENSE/BADGE
PHONE / TABLET

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