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.
Use this to help you decide which carrier to go with.
Use this to keep accurate records of your clients.
Show this to every client while gathering quotes for HMS Term
Read this word for word until it becomes natural.
Use this to gather referrals when you give a client a prescription discount card
Use this to track your dials and appointments booked each week.
This is the brochure you want to give to the client to review while you are completing an app.