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.

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

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

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

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

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.

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

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

Use this to get referral information from clients.