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Phones

Phone Scripts

Text Replacements

Appointment Schedule Template

Phone Setter Agreement

Phone Training Packet

 

 

Presentation Scripts

Hard Card

Will Kit

Child Safe

Insurance Referral

Beneficiary Referral

Freedom of Choice

Select Life Pitch

Rebuttals

Closing Guide

Needs Analysis Rebuttals

POS Rebuttals

Basic Rebuttals

Suggestion Close

 

Mods

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Agency Resource Center ARC

E-Signature Templates

Reopen Form

Reinstatement Form

Request to Recode Form

Bank Draft Authorization

 

POS

Presentation Script

Term Conversion Paperwork

E-Sig Template

Policy Service Request

 

Learning

Agent Playbook 2024

How Impact Mobile/Desktop Works

Insurance Types

Super Combo Practice

 

Social Media