Financial Inventory & Carrier Credibility Sheet
Use this in every home, with every lead type, and fill out completely on every appointment.
Americo HMS - 10 Features
Show this to every client while gathering quotes for HMS Term.
Rx Card Referral
Use this to gather referrals when you give a client a prescription discount card.
Use this to track your dials and appointments booked each week.
Cremation & Burial Expense Sheet
This is a breakdown of the average cost of cremation and burial services.
10 Final Expense Benefits Handout
Print this out and give to every Final Expense Lead and Whole Life Client.
Step by step guide to properly set the table in-home.
Give this to your clients once their application has been accepted.
Refusal of Coverage
Use this form when a client, spouse, or dependent are refusing or canceling coverage.
Final Expense Cheat Sheet
Use this to help you decide which carrier to go with.
Use this to keep accurate records of your clients.
"I Am" Your Policy
Use this to reassure your clients that they are putting their trust in the right person to protect their family.
Use this to gather referrals from your clients after you protect them.
Client Referral Form
Use this to get referral information from clients