Sales Tools

Annual Review Suggestions

• Annual Review Suggestions

Fast Start

• Fast Start

Let's Talk and Let's Talk Some More

• LetsTalk
• Lets Talk IUL
• Lets Talk Some More

Life Insurance Underwriting Process and Exam Checklist

• Underwriting Process
• Exam Checklist
• Exam Prep Do's and Don'ts

Questions for a SPIA

• Questions for a SPIA

T.R.E.E. Method of Referral Presentation

• TREE