DOWNLOADS
Financial Inventory & Carrier Credibility Sheet
Use this in every home, with every lead type, and fill it out completely on every appointment.
In-Home Agenda
Step by step guide to properly set the table in-home.
"I Am" Your Policy
Use this to reassure your clients that they are putting their trust in the right person to protect their family.
Refusal of Coverage
Use this form when a client, spouse, or dependent is refusing or canceling coverage.
Cremation & Burial Expense Sheet
This is a breakdown of the average cost of cremation and burial services.
10 Final Expense Benefits Handout
Print this out and give it to every Final Expense Lead and Whole Life Client.
Client Profile
Use this to keep accurate records of your clients.
Americo HMS - 10 Features
Show this to every client while gathering quotes for HMS Term.
Business Tracker
Use this to track your dials and appointments booked each week.
Client Referral Form
Use this to get referral information from clients.
Final Expense Cheat Sheet
Use this to help you decide which carrier to go with.
Rx Card Referral
Use this to gather referrals when you give a client a prescription discount card.
Acceptance Letter
Give this to your clients once their application has been accepted.
Client Survey
Use this to gather referrals from your clients after you protect them.