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Training Calls and Sales Tools



GENERAL RESOURCES


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




Cholesterol Chart


Dialer and CRM - PatriotDialer Plus - Dialer & CRM Program

Discount Caskets.pdf




Delivery Notice for Door Knocks


End of Life Planner with Websites for Discount Caskets

End of Life Resources

Final Expense Comparisons Cheat Sheet- Revised 2/20/20




Final Expense Solutions - front side


Final Expense Solutions - back side

Flow Chart - How to Sell Between Level Coverage, Great Western, Graded, Modified and Guarantee Issue

FTC Funeral Rule

In-House Survey

One Day We Die Brochure

Paramed Service - ExamOne - Earn Free Leads

Patriot Monthly Bonus Program

Recommended Carriers to use in Field and Why




Referral Marketing Ideas and Templates

(Supporting Training under Training/Boot Camp)




Steps for Success


Staples Copy and Print Discount Program

Tax Program (MAC and Windows Capabilities) Small Business Tracker




Veterans Burial Benefits Handout


Veteran Burial Flags Handout


BOOT CAMP TRAINING


Click to Play

How to Sell between Level, Great Western, Graded, Modified, and Guarantee Issue - Supporting Document

Click to PlayNew Agent Field Training

Click to Play

Wendell Bivens Presentation - How to Sell Final Expense

Click to PlayHow to Sell to a Veteran
Click to PlayOvercoming Presentation Objections
Click to PlayHow to Use Discount Caskets and North American Guarantee Universal Life Product for Leads where Final Expense is not a Good Fit
Click to PlayPatriot Bonus Program Overview and Training (document located under the General Section of the Resources tab or click here) or Click Here
Click to PlayReferral Programs & Templates (PowerPoint located under Resources/General)
Click to PlayWhy, When and How to Door Knock
Click to PlayObstacles that Hold Back your Income
Click to PlayHow to Make a 6-Figure Income
Click to PlayDifference Between Guaranteed Issue, Graded & Modified Business Supporting Document
Click to PlayAvoiding Final Expense Pitfalls
Click to PlayContracted & Don't Know How to Begin? Easy Steps to Get Started
Click to PlayHow to Sell United American Medicare Supplements - taught by Morgan David North - Director of Broker Relations/Business Development for PRIMSCO (full training to include supporting documents located under the MedSupps Tab
Click to PlayFTC Funeral Rule and Covered!End of Life Brochure Training - supporting documents located under Resources Tab
Click to PlayFinal Expense Comparisons - Why, How and When to Use
Click to PlayFuneral Home Markups and Up-selling: Hidden Camera Investigation (CBC Marketplace)
Click to PlayFinal Expense Comparisons - Why, How and When to Use
Click to PlayWhen & Why to Sell a Universal Life Policy



SALES TOOLS

(For Lead Sales Tools Click Here)

DownloadDoor Knocking Techniques and Scripts
DownloadDr. Troy Clark Sales Manual
DownloadAppointment Setting and Door Knocking Common Objections
DownloadBaltimore Life Script for TeleSales (Phone Sales) - Great company to contract with if conducting phone sales - contracting paperwork under Contracting Tab
DownloadPeople without Checks
DownloadTop 50 Reasons Why to Sell Final Expense
Elevator SpeechI provide financial solutions and end-of-life assistance to my clients and their families before, during, and after death
DownloadDifference Between Guaranteed Issue, Graded and Modified Business




more