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)
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)
Staples Copy and Print Discount Program
Tax Program (MAC and Windows Capabilities) Small Business Tracker
BOOT CAMP TRAINING
Click to Play — How to Sell between Level, Great Western, Graded, Modified, and Guarantee Issue - Supporting Document
Click to Play — New Agent Field Training
Click to Play — Wendell Bivens Presentation - How to Sell Final Expense
Click to Play — How to Sell to a Veteran
Click to Play — Overcoming Presentation Objections
Click to Play — How to Use Discount Caskets and North American Guarantee Universal Life Product for Leads where Final Expense is not a Good Fit
Click to Play — Patriot Bonus Program Overview and Training (document located under the General Section of the Resources tab or click here) or Click Here
Click to Play — Referral Programs & Templates (PowerPoint located under Resources/General)
Click to Play — Why, When and How to Door Knock
Click to Play — Obstacles that Hold Back your Income
Click to Play — How to Make a 6-Figure Income
Click to Play — Difference Between Guaranteed Issue, Graded & Modified Business Supporting Document
Click to Play — Avoiding Final Expense Pitfalls
Click to Play — Contracted & Don't Know How to Begin? Easy Steps to Get Started
Click to Play
How 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 Play — FTC Funeral Rule and Covered!End of Life Brochure Training - supporting documents located under Resources Tab
Click to Play — Final Expense Comparisons - Why, How and When to Use
Click to Play — Funeral Home Markups and Up-selling: Hidden Camera Investigation (CBC Marketplace)
Click to Play — Final Expense Comparisons - Why, How and When to Use
Click to Play — When & Why to Sell a Universal Life Policy
SALES TOOLS
(For Lead Sales Tools Click Here)
Download — Door Knocking Techniques and Scripts
Download — Dr. Troy Clark Sales Manual
Download — Appointment Setting and Door Knocking Common Objections
Download
Baltimore Life Script for TeleSales (Phone Sales) - Great company to contract with if conducting phone sales - contracting paperwork under Contracting Tab
Download — People without Checks
Download — Top 50 Reasons Why to Sell Final Expense
Elevator Speech — I provide financial solutions and end-of-life assistance to my clients and their families before, during, and after death
Download — Difference Between Guaranteed Issue, Graded and Modified Business