Appointment Setting Script

Closing Rebuttals

Daily Planner

FE Client Worksheet

Funeral Inflation Chart

I Am Your Policy

Increase Letter Example

Money Management

New Referral Sheet

Pitch Sheet

Premium Missed Notice

Presentation Steps

Important Tools:

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

Mutual of Omaha (MOO)

Prosperity

Prosperity PT100

Royal Neighbors (RNA)

Security National Life

Trinity/Family Benefit

RX Guides: