EQUIS ADVANCED SCRIPTS & GUIDES

  • Income Vs. Expenses

    MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED

    This document is a great visual tool to demonstrate how Living Benefits can help bridge the gap between expenses and lack of income in times of need.

  • Emergency Contact List

    MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED, BUSINESS SUPPLIES

    A blank template PDF document for a client’s Emergency Contact List.

  • Emergency Contact Letter

    MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED, BUSINESS SUPPLIES

    An editable Microsoft Word document containing template paragraphs for the Emergency Contact Letter.

  • Living Benefits Grid

    MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED

    Living Benefits Grid, as seen in Nick Theodore’s In-Home Presentation Analysis training video.

  • Living Benefits Presentation

    MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED

    This is the presentation used in the “Living Benefits Sales Presentation (Part 1)” video..

  • The Equis System - Promotion & Bonus Guidelines

    MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED, CURRENT PROMOTIONS, BUSINESS SUPPLIES, AGENCY DEVELOPMENT

    Understand the growth opportunities available to you!

  • Carrier Overrides & Pre-Appointments

    MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED, CURRENT PROMOTIONS, BUSINESS SUPPLIES

    This document lists all states which require Carrier Overrides and Pre-appointments.

  • Contract Level/Hierarchy Change Form

    MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED, CURRENT PROMOTIONS, BUSINESS SUPPLIES, AGENCY DEVELOPMENT

    This document is to be used to promote your downlines’ contract levels and/or to change their hierarchy structure.

  • Illustrations Request Form for Indexed Annuities/IULsI

    ADVANCED MARKETS, EQUIS ADVANCED

    Newly updated form to submit when requesting Indexed Annuity Illustrations and/or IUL Illustrations.

  • Small Business Retirement Presentation

    ADVANCED MARKETS, EQUIS ADVANCED

    Created by Kim Rawlings and shared during our Friday Sales Training Conference Call, the Small Business Retirement Presentation is designed to educate small business owners about tax-free retirement and disability protection.

  • Small Business Retirement Phone Script

    ADVANCED MARKETS, EQUIS ADVANCED

    Created by Shawn Price, the Small Business phone script provides all the information needed to get you in the door and pave the way for a successful sale.

  • F&G Acknowledgement Form

    ADVANCED MARKETS, EQUIS ADVANCED

    Initial paperwork to be filled out and sent to fgcontracts@equisfinancial.com prior to contracting with Fidelity & Guarantee Life.

  • NLG - The Life Event Story

    ADVANCED MARKETS, EQUIS ADVANCED

    Living Benefits in Action: View the Powerpoint presentation used by Pete Lee to illustrate the powerful true stories of people whose lives were saved by their Living Benefits plans.

  • NLG - Overview Featuring FLEXLIFE II

    ADVANCED MARKETS, EQUIS ADVANCED

    View the Powerpoint presentation used by Bill Martin 2.0 in his recent National Life Group Webinar providing a company overview and a focus on the FlexLife II product.

  • Build Your Own Activity Tracker!

    AGENCY DEVELOPMENT, MORTGAGE PROTECTION, EQUIS ADVANCED, BUSINESS SUPPLIES

    Instructions on how to build your own activity tracker to keep track of your daily dials, contacts, appointments, applications, commissions, recruits, team production, unique writers, and more!

  • Agency Explosion Overview

    AGENCY DEVELOPMENT, MORTGAGE PROTECTION, EQUIS ADVANCED, BUSINESS SUPPLIES

  • College Saving Seminar

    EQUIS ADVANCED

    College Saving Seminar - Presented during the 10.22.2020 Equis Advanced Webinar

  • CRM Strategy & Script

    EQUIS ADVANCED

  • Index Suggestions by Carrier and Product

    EQUIS ADVANCED

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