SCRIPTS & GUIDES

  • 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!

  • Call-In Leads Script

    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

    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

    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

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

  • In-Home Presentation Guide

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

  • Historical Leads Letter Template

    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

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

  • Value of Mortgage Protection Infographic

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

  • Income Vs. Expenses

    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

    List describing each type of lead available through Equis Financial!

  • Activity Tracker - Builders' Production

    Daily Activity Tracker (Print or Digital)

  • Activity Tracker - Personal Producer

    Daily Activity Tracker (Print or Digital)

  • Weekly Planner

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

  • Suggested Schedule

    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

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

  • Final Expense Underwriting Guidelines

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

  • D Leads Mailing Order Request Form

    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

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

  • Emergency Contact Letter

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

  • Living Benefits Grid

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

  • Living Benefits Presentation

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

  • Mortality Table

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

  • The Equis System - Promotion & Bonus Guidelines

    Understand the growth opportunities available to you!

  • Equis Financial Branding Guidelines

    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

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

  • Contract Level/Hierarchy Change Form

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

  • Elite Producer Program Overview

  • Illustrations Request Form for Indexed Annuities/IULsI

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

  • Small Business Retirement Presentation

    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

    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

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

  • NLG - The Life Event Story

    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

    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 101 - Flip Chart - Spanish Translated

  • Assurant Account Verification Form

  • Assurant Agent Reference Manual

  • Assurant Health Definitions

  • Assurant Order Form

  • Monthly Rate Tool - Modified

  • Monthly Rate Tool - Preferred

  • Overcoming Objections

  • Pitch Pad

  • Delivery Notice

  • Ignite Program Overview

  • Thank You Letter - Policy SOLD

    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

    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

  • Mortgage Protection Phone Consultation Letter

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

  • Builders' Blueprint Manual

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

  • EXAMFX Candidate Registration Guide

  • Agency - Business Development Guide

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

  • Build Your Own Activity Tracker!

    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!

  • ESPAÃ-OL Final Approved Term & UL Guidelines 7.2020

  • Roadmap to Success

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

  • Analisis de Necesidades

  • Protección Hipotecaria con Beneficios en Vida

  • El Sistema Equis - Lineamientos Para Promociones Y Bonos

  • Spanish - Quad Fold Brochure

  • Agent - Business Development Guide

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

  • Preparation Instructions and Costs For Mailing "D" Leads

    As requested - the preparation instructions and costs for mailing "D" leads document from Joyce Gay, as discussed on the 10/7/2020 Jumpstart Live Webinar.

  • E&O Insurance

  • College Saving Seminar

    College Saving Seminar - Presented during the 10.22.2020 Equis Advanced Webinar

  • CRM Strategy & Script

  • Index Suggestions by Carrier and Product

    Updated December 2020

  • Social Media Engagement Guide

  • Managing Client Relationships

  • Using Social Media to Recruit Agents

  • Best Practices for Lead Generation

  • Best Practices for Email

  • How to Create a Facebook Business Page

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