Basic Phone Script

Basic Phone Script Executive VP of Sales Bill Martin provides his tried and true “Basic Phone Script” to be used when making dials and setting appointments! This is the same script that Bill uses every Friday on his Live Dials webinar. Simply follow the script and watch as your business builds!

Activity Tracker - Personal Producer

Daily Activity Tracker (Print or Digital)

In-Home Presentation Script

You’ve made the dial, you’ve sent the appointment, and now you find yourself in the home of a potential client. Don’t Panic! Bill Martin has seen and heard it all and has crafted an “In-Home Presentation Script” designed to make you more comfortable in the presence of your clients!

Term & Universal Life Underwriting Guidelines

Term & Universal Life Underwriting guidelines to help you pick the best plan for your client.

Older Phone Leads Script

Connecting with older C or D leads doesn’t have to be any different than a fresh A Lead! Utilize this “C&D Leads Script” to reconnect with potential clients that are still in need of our services and provide the protection they deserve!

Final Expense Underwriting Guidelines

Final Expense Underwriting guidelines to help you pick the best plan for your client.

In-Home Presentation

A PDF version of the in-home presentation, a great visual tool to use while running in-home appointments.

Roadmap to Success

A strategic plan that outlines a timeline of all promotion milestones and includes the specific steps needed to reach them.