Financial Inventory & Carrier Credibility Sheet

Use this in every home, with every lead type, and fill out completely on every appointment.

10 Final Expense Benefits Handout

Print this out and give to every Final Expense Lead and Whole Life Client.

Final Expense Cheat Sheet

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

Americo HMS - 10 Features

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

In-Home Agenda

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

Client Profile

Use this to keep accurate records of your clients.

Rx Card Referral

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

Acceptance Letter

Give this to your clients once their application has been accepted.

"I Am" Your Policy

Use this to reassure your clients that they are putting their trust in the right person to protect their family.

Refusal of Coverage

Use this form when a client, spouse, or dependent are refusing or canceling coverage.

Business Tracker

Use this to track your dials and appointments booked each week.

Client Survey

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

1. Call at diffrent times of the day
   - Early in the morning and late at night.

2. Change your dialing pattern
   - Dial all leads 1 time through
   - Dial all leads a 2nd & 3rd time through
   - Dial all leads a 4th & 5th time through

3. Next day, triple dial team - 3 dials in a row

4. Later in the same day, use *67 before you dial
   - Optional: triple dial *67

5. use different phone number

6.FEX Text: if this is doloares, call me asap!

7. MTG Text: Send picture of MTG lead card w/3 
    open times over the next 2 days & ask them to pick one 

8. Leave a voicemail: use the opening lines of a script- 
ask for a call back

9. Email: FEX leads you get their email

10. Door knock unreached leads with printed lead

You pay for it, now get the sale from it.
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