DOWNLOADS
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Credibility & Financial
Inventory Sheet
Use this in every home and fill out completely on every appointment.
Final Expense
10 Benefits Handout
Print this out and give to every Final Expense Lead and Whole Life Client.
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Legacy Safeguard
Gift Certificates
Gift certificates excite & encourage clients to explore Legacy.
MTG Protection
8 Benefits Handout
Show this to every client while gathering quotes for Term or Mortgage Protection
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Final Expense Costs
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
Enrollment form to sign up clients for funeral/cremation concierge.
Replacement Notice
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
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
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
Step by step guide to properly set the table in-home.
"I Am" Your Policy
This is the brochure you want to give to the client to review while you are completing an app.
Refusal of Coverage
Use this form when a client, spouse, or dependent are refusing or canceling coverage.