Agent Resources

Use Google Chrome for downloading files

Forms

• BeneficiaryCertificate.pdf
• ConfidentialNeedsAnalysis.pdf
• TeleApplication-Form.docx

Scripts and Tips

• Facebook Lead Tips.pdf
• NEW SCRIPT 6-11-19.docx
• NEW SCRIPT 9-30-19.docx
• Script telesales 3.30.20.xlsx

Other Files

• AP-weekly-sheet.xlsx
• Agent-Lead-tracker.xlsx
• ScopeOfAppointment.pdf