NOTE: ADDITIONAL TRAINING DOCUMENTS AND RECORDED TRAINING ARE LOCATED UNDER THE TRAINING TAB
Resources to Use with Wendell's Final Expense Presentation
Discount Caskets.pdf (Use for F2F Sales)
Final Expense Solutions - front side
Final Expense Solutions - back side
In-House Survey
End of Life Planner
Note: End of Life Planners - Use specific carrier End of Life Planner depending on what carrier you are
leading with or there are two generic planners below under General Section. During the recorded
presentation training Wendell is using the Settlers End-of-Life Planner.
Note: Consumer Brochure-Use specific carrier brochure depending on what carrier you are
leading with. During the recorded presentation training Wendell is using the Settlers Consumer Brochure.
General
Agent Number, Phone Interview and Carrier Phone Number Reference Sheet (PDF Format)
Agent Number, Phone Interview and Carrier Phone Number Reference Sheet (EXCEL Format for Editing)
Patriot Monthly Bonus Program
Being Successful in Selling Final Expense
Dialer and CRM - PatriotDialer Plus - Dialer & CRM Program
Discount Caskets.pdf
End of Life Planner with Websites for Discount Caskets
End of Life Resources
Final Expense Comparisons Cheat Sheet- Revised 2/25/18
Flow Chart - How to Sell Between Settlers, Great Western and AIG
Flow Chart - How to Sell Between Level Coverage, Great Western, Graded, Modified and Guarantee Issue
FTC Funeral Rule
Paramed Service - ExamOne - Earn Free Leads
Referral Marketing Ideas and Templates
(Supporting Training under Training/Boot Camp)
Staples Copy and Print Discount Program
Tax Program (MAC and Windows Capabilities) Small Business Tracker
AIG - GIWL Guarantee Issue
Training Power Point
AIG Playbook - Quotes, Brochures, Rates
GPM (Government Mutual Personnel)
Great Western
Great Western Application -
AL, AR, AZ, CO, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI,
MN, MO, MT, NC, NE, NJ, NH, NM, NV,
OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WI, WV, WY
Great Western Manual - AL, AR, AZ, CO, GA, IA, ID, IL, IN, KS, KY,
LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NH, NM, NV,
MedSupp Supporting Documents
North American
Paramed Vendors
WriteAway Underwriting Training
Settlers Life
Settlers All Inclusive Marketing Kit
Settlers Access
Settlers Becoming an Expert in the Field
Settlers Business Card Order Form -
500 free after first piece of business is approved.
Order online www.settlerscards.com or email form to
bristolsupplies.com or fax (276-645-0219)
Settlers ExpressApp Recorded Authorizations & Disclosures
Setters Fax Cover Sheet
Settlers Faxing Application Instructions
Settlers Guidelines to Improve Field Underwriting
Settlers Rate Book
Settlers Required Fields
Settlers Rewards
Settlers Medication Knock-Out List
Settlers Sample Policy
Setters Summary Presentation
Settlers Training
Settlers Underwriting Guide
