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Fill this out completely in every home.
Fill this out completely in every home.
Show this sheet to your clients.
Leave this with your client along with your business card before leaving the home.
This will help you decide which carrier to pick.
This will help you pick which product to use.
Client
Profile
Use this when a client refuses coverage or wants to cancel their policy.
Show this to your clients when explaining annuity products.
Keep track of your client's information.
Funeral & Cremation
Breakdown
Referral
Sheet
A visual breakdown of the average funeral and cremation costs.
Use this to collect referrals from your clients. Free leads!
Use this to keep track of dials.
ReLIASHIELD
Sheet
Keep track of your week.
This will help you decide which carrier to pick.
Show this to your clients when selling identity theft protection.