DOWNLOADS

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