FIRST DAY BASICS

Final Expense (FX) Key Points

Final Expense basic information to help build value.

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In Home Process PDF

Reference to the process that our most successful agents swear by.

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In Home Process MP3

Listen to Brent Abernathy walk you through some in home training.

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helpful in home documents

These are important documents to print and bring to your appointments.

Credibility Worksheet (pdf)
Download
FX worksheet (pdf)
Download
HMS Mortgage 10point features (pdf)
Download
reliashield info (pdf)
Download
Term Grid 2021 (pdf)
Download
FINAL EXPENSE GRIDSHEET NEW 2021 (pdf)
Download
MP_Worksheet (pdf)
Download
Product Cheat Sheet (pdf)
Download
Appointment Summary + License (pdf)
Download
Americo hms sheet (pdf)
Download
FEX Benefits (pdf)
Download
Refusal of Coverage (pdf)
Download

Underwriting downloads

These are important documents to print and bring to your appointments.

Final Expense Grid (pdf)
Download
Term Grid (pdf)
Download
Build Charts – FX (pdf)
Download
Build Charts – Term (pdf)
Download
John Hancock RX (pdf)
Download
Mutual of Omaha RX (pdf)
Download
ProperityLife.Rx (pdf)
Download
EaglePremier.Rx (pdf)
Download

Checklist

What to bring to appointments:

 

  •  Device for E-App (ensure it functions without WIFI)
  • Pens
  • Paper Applications
  • Brochures