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DOWNLOADS

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Credibility & Financial
Inventory Sheet
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Use this in every home and fill out completely on every appointment.

Final Expense
10 Benefits Handout
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Print this out and give to every Final Expense Lead and Whole Life Client.

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Legacy Safeguard 
Gift Certificates
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Gift certificates excite & encourage clients to explore Legacy. 

MTG Protection
8 Benefits Handout
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Show this to every client while gathering quotes for Term or Mortgage Protection

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Final Expense Costs
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Use this to show clients the reason to purchase final expense coverage and the financial burden involved.

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FEX Ad Campaigns
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Sample ads shown online to FEX Clients. Internal Use Only.

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Legacy Safeguard Enrollment Form
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Enrollment form to sign up clients for funeral/cremation concierge.

Legacy Safeguard 
Sponsorship
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Offer legacy planning to your clients entire family at no cost.

Replacement Notice
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Use this to educate your clients on what to do if another sales rep contacts them about their policy.

FEX Door Knock / In-Home Template
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A template for a door knocker. Edit and print it out and give to every Final Expense Lead and Whole Life Client.

Door Knock Template
CRM Door Knock / In-Home Template
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A template for a door knocker. Edit and print it out and give to every Internet Life Lead Client.

Door Knock Template
Profitability Tracker
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Track your lead purchases to your issued premium

8 Step In-Home
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Step by step guide to properly set the table in-home.

Acceptance Letter
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Give this to your clients once their application has been accepted.

"I Am" Your Policy
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This is the brochure you want to give to the client to review while you are completing an app.

Free Needs Analysis
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Offer free needs analysis to your clients warm market to gather referrals.

Agent Client Tracker
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Make a list of all your clients and issued premium

Dial Day Tracker
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Use this to track your dials and appointments booked each week.

Family Referrals
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Use this to gather referrals from your clients after you protect them.

Emergency Refferals​

 

Use this to get your client's emergency contacts for referrals.

Rx Card Referrals
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Use this to gather referrals and give them an Rx discount card

Refusal of Coverage
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Use this form when a client, spouse, or dependent are refusing or canceling coverage.

Legacy Safeguard Benefits
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Offer this FREE benefit to all clients to strengthen persistency.

Learn More About Family First Life

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