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RESOURCES

Every script, guide and worksheet you need, organized by where you are in the process.

Work these in order. If you are brand new, start at Contracting and do not skip ahead. The agents who win are the ones who do it step by step.

CONTRACTING

CONTRACTING PROCESS CONTRACTING CHECKLIST AML TRAINING

STEP 1: FOUNDATION

ACTIVITY TRACKER BUILDING A SCHEDULE IGNITE AWARD

STEP 2: LEADS

LEAD TYPES LEAD BUDGET

STEP 3: DIALING

PHONE SCRIPTS TEXTING SCRIPTS COMMON OBJECTIONS WARM MARKET SCRIPT FIRMING THE APPOINTMENT

STEP 4: APPOINTMENTS

APPOINTMENT FORM APPOINTMENT OUTLINE SET THE TABLE LIVING BENEFITS - TERM LIVING BENEFITS - FE CRITICAL PERIOD SCRIPT

STEP 5: MANAGING YOUR BUSINESS

REPORTING APPLICATIONS UNDERWRITING QUESTIONS ELITE PRODUCER

STEP 6: BUILDING

SPREAD / WIDTH / DEPTH SALES MANAGER EQUIS COMP PLAN

UNDERWRITING

PRODUCT CHEAT SHEET BUILD CHART / TERM UW GUIDE PRICE COMPARISON FE UW GUIDE GUARANTEED ISSUE

TOOLS

CALCULATORS ORDER LEADS

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