Agent Resources
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)
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 2/25/18
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
AIG - GIWL Guarantee Issue
GPM (Government Mutual Personnel)
GPM Reinstate, Redate, Rewrite, and Collection of EFT Premiums
GPM Secure Mark Product Portfolio Training
Great Western
GWIC-Premium Withdrawal Authorization Form - All States (revised 3/17)
GWIC Replacement Form - Required for MS, MT & PA
Great Western Rate Chart - All states except for MT
Great Western Rate Chart - Montana
Great Western Application - FL
Great Western Application - ND
Great Western Application - SD
Great Western Application - WA
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 Child Rider - FL
Great Western Child Rider - ND, SD
Great Western Application - All States but FL, ND, SD
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,
OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WI, WV, WY
Great Western Client Presentation Brochure
Great Western State Availability
Great Western Comparison Chart
Great Western AML Training Manual
Great Western AML Training Test
MedSupp Supporting Documents
North American
Calculate North American Term Rates
How to Do Business with North American
North American Accelerated Death Benefits
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 Rate Calculator Instructions
Settlers Required Fields
Settlers Rewards
Settlers Medication Knock-Out List
Setters Summary Presentation
Settlers Training
Settlers Underwriting Guide