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BEN@FINALEXPENSESERVICES.COM
or 601-938-7663
FE Client Worksheet
Funeral Inflation Chart
I Am Your Policy
Referral Sheet
Pitch Sheet
Presentation Steps
WL vs Term
Additional Tools:
Appointment Setting Script
Closing Rebuttals
Daily Planner
Increase Letter Example
Money Management
Premium Missed Notice
In-Home Kit:
Aetna/CVS
American Amicable 0-49
American Amicable 50-85
Foresters
Guarantee Trust Life (GTL)
Liberty Bankers Life
Lifeshield
Prosperity
Prosperity PT100
Royal Neighbors (RNA)
Transamerica
Trinity/Family Benefit
United Home Life
Agent Guides:
Aetna/CVS
American Amicable 0-49
American Amicable 50-85
Foresters
Liberty Bankers Life
Prosperity
Prosperity PT100
Royal Neighbors (RNA)
Security National Life
Trinity/Family Benefit
RX Guides:
Brochures:
American Amicable 0-49
American Amicable 50-85
Foresters
Liberty Bankers Life
Prosperity
Prosperity PT100
Royal Neighbors (RNA)
SBLI
Transamerica
Trinity/Family Benefit
Cancellation Forms:
AIG
American Amicable
American Income Life (AIL)
American National
Americo
Bankers Life
Cash Surrender - Generic
Columbian (CFG)
CUNA Mutual
Family Benefit Life (FBL)
Foresters
Gerber Life
Kemper Life
KSKJ
Lincoln Heritage
Liberty Bankers (LBL)
MOO
Oxford
Transamerica RPU Form
Transamerica Surrender
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