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MEET THE TEAM
MANAGEMENT
TOP AGENTS
EVENTS
NEW AGENT TRAINING
Step 1 Contracting
Step 2 Business Overview
Step 3 Goals & Schedule
Step 4 Leads
Step 5 Dial Training & Scripts
Step 6 Quoters & Products
Step 7 Sales Tools & Running Appointment
TRAINING CALLS
CARRIER INFO
RESOURCES
GET LEADS
Sales & UW Tools
Additional Resources
Legacy SafeGuard Training
Discovery Data Subscriptions
AGENT TRAINING
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SALES & UW TOOLS
UNDERWRITING GRIDS
TERM & UL UNDERWRITING GRID
WHOLE LIFE UNDERWRITING GRID
HEIGHT & WEIGHT (BUILD) CHARTS
TERM & UL - H/W CHART
WHOLE LIFE - H/W CHART
PRODUCT TABLES: PRINT IN COLOR
TERM & UL PRODUCT TABLE
WHOLE LIFE PRODUCT TABLE
LIVING BENEFIT GRIDS: PRINT IN COLOR
TERM & UL BENEFITS
WHOLE LIFE BENEFITS
NEEDS ANALYSIS: PRINT IN COLOR
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VALUE OF MORTGAGE PROTECTION
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48 - 48 - 50
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PRICING SHEETS
TERM & UL
WHOLE LIFE
INCOME VS EXPENSES
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CARRIER LOGOS
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ADDITIONAL CARRIER & UNDERWRITING TOOLS
Americo
Americo Sales Training Resources
Term - Sample Application
American Amicable
Senior Choice / Whole Life - Agent Guide
Senior Choice / Whole Life - Sample App
Mutual of Omaha
Express Products Reference Guide
Express Products RX Guide
Term Life Express & IULE - Sample App
Living Promise / Whole Life - Sample App
ADDITIONAL LEAD & DIALING TRAINING
Inventory Lead Script (Tab version)
Phone Script - Download Here
Audio of phone script
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