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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.

Business Tracker


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.

In-Home Agenda


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

Acceptance Letter


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. 

Client Profile


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.

Client Survey


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

Client Referral Form


Use this to get referral information from clients

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