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TOOLS & DOWNLOADS

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Fill this out completely in every home. 

This will help you decide which carrier to pick.

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

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. 

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!

This will help you pick which product to use.

Keep track of your client's information.

Use this to keep track of dials.