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IN THE FIELD
TOOLS
Downloadable Documents
Fill this out completely in every home.
Leave this with your client along with your business card before leaving the home.
Use this when a client refuses coverage or wants to cancel their policy.
Use this to collect referrals from your clients. Free leads!
This will help you decide which carrier to pick.
Fill this out completely in every home.
This will help you decide which carrier to pick.
Show this to your clients when explaining annuity products.
Use this to keep track of dials.
Show this to your clients when selling identity theft protection.
Show this sheet to your clients.
This will help you pick which product to use.
Keep track of your client's information.
Keep track of your week.
A visual breakdown of the average funeral and cremation costs.
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