On the following tabs you will find Cheat sheets, forms and other material to help make your job easier and more efficient. Print them out and keep them near you at all times in the field or on the phones.
On the following tabs you will find Cheat sheets. These cheat sheets/grids will help you determine what carrier to use depending on your clients health conditions. Print them out and keep them near you.
Step 5 – Call Jeremy and/or Nick to get leads plan and schedule down
Step 6 – Use this tool with Final Expense clients to build value
This tool will build value with all your Final Expense clients. It help them plan out their Funeral and/or cremation in a systematic approach. It is completely FREE. Give them this link for them to do on their own time