SCRIPTS & GUIDES

JUMP TO A SPECIFIC CATEGORY:

  • Basic Phone Script

    MORTGAGE PROTECTION, NEW AGENT GUIDED STARTUP, BUSINESS SUPPLIES

    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!

  • Call-In Leads Script

    MORTGAGE PROTECTION, BUSINESS SUPPLIES

    Due to the overwhelming response to Pete Beckman’s appearance on the 4/13 Friday Sales Conference Call, we have uploaded Pete’s Call-In Lead Script and made it available for all agents!

  • In-Home Presentation Script

    MORTGAGE PROTECTION, NEW AGENT GUIDED STARTUP, BUSINESS SUPPLIES

    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!

  • Older Phone Leads Script

    MORTGAGE PROTECTION, NEW AGENT GUIDED STARTUP, BUSINESS SUPPLIES

    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!

  • In-Home Presentation

    MORTGAGE PROTECTION, NEW AGENT GUIDED STARTUP, BUSINESS SUPPLIES

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

  • In-Home Presentation Guide

    MORTGAGE PROTECTION

    A complete guide for the in-home presentation, curated by Executive VP of Sales, Bill Martin.

  • Historical Leads Letter Template

    MORTGAGE PROTECTION, BUSINESS SUPPLIES

    Use this template when writing and sending out letters to historical leads! Inspired by the incredible system outlined by Senior Marketing Director Nick Theodore, this template will allow you to rekindle your historical leads and add another source of income for your business!

  • Needs Analysis

    MORTGAGE PROTECTION, BUSINESS SUPPLIES

    Needs Analysis form, as seen in Nick Theodore’s In-Home Presentation Analysis training video.

  • Value of Mortgage Protection Infographic

    MORTGAGE PROTECTION

    Value of Mortgage Protection infographic, as seen in Nick Theodore’s In-Home Presentation Analysis training video.

  • 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.

  • Lead Type Explanation

    MORTGAGE PROTECTION, BUSINESS SUPPLIES

    List describing each type of lead available through Equis Financial!

  • Activity Tracker - Builders' Production

    BUSINESS SUPPLIES, AGENCY DEVELOPMENT

    Daily Activity Tracker (Print or Digital)

  • Activity Tracker - Personal Producer

    NEW AGENT GUIDED STARTUP, BUSINESS SUPPLIES

    Daily Activity Tracker (Print or Digital)

  • Weekly Planner

    BUSINESS SUPPLIES

    A blank weekly planner template to help you make the most of each week!

  • Suggested Schedule

    MORTGAGE PROTECTION, BUSINESS SUPPLIES

    Suggested schedules for Full-Time and Part-Time Sales, as well as suggested schedules for Part-Time & Full-Time Sales & Building.

  • Term & Universal Life Underwriting Guidelines

    MORTGAGE PROTECTION, NEW AGENT GUIDED STARTUP, BUSINESS SUPPLIES

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

  • Final Expense Underwriting Guidelines

    MORTGAGE PROTECTION, NEW AGENT GUIDED STARTUP, BUSINESS SUPPLIES

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

  • D Leads Mailing Order Request Form

    MORTGAGE PROTECTION, BUSINESS SUPPLIES

    Complete this order form and send back to our Leads Department to let them know that you would like MailCo to mail your instant purchased D Leads from OPT.

  • 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..

  • Mortality Table

    MORTGAGE PROTECTION, BUSINESS SUPPLIES

    Mortality Table, as seen in Nick Theodore’s In-Home Presentation Analysis training 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!

  • Equis Financial Branding Guidelines

    CURRENT PROMOTIONS, BUSINESS SUPPLIES, AGENCY DEVELOPMENT

    Learn about representing the Equis Brand and email creative@equisfinancial.com to receive & sign the acknowledgment form to receive branding assets!

  • 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.

  • Elite Producer Program Overview

    MORTGAGE PROTECTION, CURRENT PROMOTIONS

  • 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.

  • Final Expense 101 - Flip Chart

    FINAL EXPENSE

  • Final Expense 101 - Flip Chart - Spanish Translated

    FINAL EXPENSE

  • Assurant Account Verification Form

    FINAL EXPENSE

  • Assurant Agent Reference Manual

    FINAL EXPENSE

  • Assurant Health Definitions

    FINAL EXPENSE

  • Assurant Order Form

    FINAL EXPENSE

  • Monthly Rate Tool - Modified

    FINAL EXPENSE, BUSINESS SUPPLIES

  • Monthly Rate Tool - Preferred

    FINAL EXPENSE, BUSINESS SUPPLIES

  • Overcoming Objections

    FINAL EXPENSE

  • Pitch Pad

    FINAL EXPENSE, BUSINESS SUPPLIES

  • Delivery Notice

    FINAL EXPENSE, BUSINESS SUPPLIES

  • Ignite Program Overview

    CURRENT PROMOTIONS

  • Thank You Letter - Policy SOLD

    MORTGAGE PROTECTION

    As requested, the Thank You Letter Template Randy Montrose uses as discussed on the 02/21/20 Friday Sales Call!

  • Thank You Letter - Policy NOT SOLD

    MORTGAGE PROTECTION

    As requested, the Thank You Letter Template Randy Montrose uses as discussed on the 02/21/20 Friday Sales Call!

  • EXAMFX 5 Day Study Guide

    CURRENT PROMOTIONS

  • Mortgage Protection Phone Consultation Letter

    MORTGAGE PROTECTION

    A PDF version of the Mortgage Protection Phone Consultation Offer Letter shared by Stephanie Harlan on the April 3rd Sales Call.

  • Builders' Blueprint Manual

    AGENCY DEVELOPMENT

    A PDF version of Builders' Blueprint Manual. Learn to go from being a salesperson to being a business owner!

  • EXAMFX Candidate Registration Guide

    MORTGAGE PROTECTION, CURRENT PROMOTIONS

  • Agency - Business Development Guide

    AGENCY DEVELOPMENT, MORTGAGE PROTECTION

    A complete breakdown of everything you need to know to get started with growing an agency at Equis Financial!

  • 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

  • ESPAÃ-OL Final Approved Term & UL Guidelines 7.2020

    EQUIS LATINO

  • Roadmap to Success

    AGENCY DEVELOPMENT, BUSINESS SUPPLIES, CURRENT PROMOTIONS, NEW AGENT GUIDED STARTUP

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

  • Analisis de Necesidades

    EQUIS LATINO

  • Protección Hipotecaria con Beneficios en Vida

    EQUIS LATINO

  • El Sistema Equis - Lineamientos Para Promociones Y Bonos

    EQUIS LATINO

  • Spanish - Quad Fold Brochure

    EQUIS LATINO

  • Agent - Business Development Guide

    AGENCY DEVELOPMENT, MORTGAGE PROTECTION

    A complete breakdown of everything you need to know to get started with Equis Financial!

© Equis Financial   |   All Rights Reserved   |    1.828.299.9600