top of page
TOOLS & DOWNLOADS
TOOLS & DOWNLOADS
CLICK TO DOWNLOAD
Fill this out completely in every home.
Leave this with your client along with your business card before leaving the home.
Use this when a client refuses coverage or wants to cancel their policy.
A visual breakdown of the average funeral and cremation costs.
This will help you decide which carrier to pick.
Step by step guide to properly set the table in-home.
Show this to your clients when explaining annuity products.
Use this to collect referrals from your clients. Free leads!
Show this to every client while gathering quotes for HMS Term.
This will help you pick which product to use.
Keep track of your client's information.
Use this to keep track of dials.
Reliashield
Sheet
bottom of page