Print these documents to
use on your appointments.
Mortgage Protection
CLIENT WORKSHEET FOR MORTGAGE PROTECTION APPOINTMENTS
Keep yourself accountable by tracking your dials. Don’t stop til you’re booked up!MORTGAGE PROTECTION CHEAT SHEET
Use this grid on your mortgage protection appointments. Look up common medical conditions to see which carriers will approve them.AMERICO 10 POINT SHEET
Take this sales tool on every mortgage protection appointment. All the selling points for Americo HMS in one place.
Final Expense
CLIENT WORKSHEET FOR FINAL EXPENSE APPOINTMENTS
Print multiple copies of this worksheet to use on your final expense appointments.
FINAL EXPENSE SALES SHEET
Use this grid on your final expense appointments. Look up common medical conditions to see which carriers will approve them.
FINAL EXPENSE SALES SHEET
Take this sales sheet on your final expense appointments. These are the selling points for Americo Eagle.
All Appointment Types
CREDIBILITY SHEET
Many agents like to give or show this sheet to clients in order to help establish credibility.
PAPER APPLICATIONS
You can find many paper applications here. You can usually write a paper application, even if you aren’t yet appointed with that particular carrier.
RX CARD
Use this to gather referrals. Give your client a prescription discount card.
Product Breakdown by Grady Polcyn
Agent Resource Links
Get In Touch with us
860-892-8126
Email eric@fflnortheast.com
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