Print these documents to use on your appointments.
All Appointment Types
Client Worksheet for mortgage protection appointments
Print multiple copies of this worksheet to use on your mortgage protection appointments.
Client Worksheet for final expense appointments
Print multiple copies of this worksheet to use on your final expense appointments.
Many agents like to give or show this sheet to clients in order to help establish credibility.
Mortgage Protection Cheat Sheet
Look up common medical conditions to see which carriers will approve them.
Final Expense cheat sheet
Use this grid on your final expense appointments. Look up common medical conditions to see which carriers will approve them.
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.
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 sales sheet
Take this sales sheet on your final expense appointments. These are the selling points for Americo Eagle.
Use this to gather referrals. Give your client a prescription discount card.
Product Breakdown by Grady Polcyn
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