Downloads
Financial Inventory
Use this in every home, with every lead type, and fill out completely on every appointment.
SettING The TABLE Script
Use this in every home, with every lead type, and fill out completely on every appointment.
Final Expense Cheat Sheet
Use this to help decide which carrier to go with.
Term Cheat Sheet
Use to help decide which carrier clients qualify with for term products.
Virtual/Telesales Script
Show this to every client while gathering quotes for HMS Term.
