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General Resources




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 Planner without Websites

End of Life Resources

Final Expense Comparisons Cheat Sheet




Final Expense Solutions - front side


Final Expense Solutions - back side

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

Patriot Monthly Bonus Program




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



more