Sales Tools

Annual Review Suggestions

• Annual Review Suggestions

Real Life Stories at lifehappens.org

• True Story Videos
• Life Insurance Needs Calculator

Fast Start

• Fast Start

Know Your Customer

• Know Your Customer

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