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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Legacy Safeguard Enrollment Form
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Enrollment form to sign up clients for funeral/cremation concierge.
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
8 Step In-Home
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Step by step guide to properly set the table in-home.
"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.
Refusal of Coverage
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Use this form when a client, spouse, or dependent are refusing or canceling coverage.