A simple and effective pre-approach to quickly engage clients/prospects and make appointments…includes all tools and tracts.
Over 25 different forms for gathering facts about your clients for a variety of personal, business and estate needs.
Financial Snapshots are unique, simple, and modular total need analysis calculators for your client’s individual situations.
These worksheets and workbooks can be used with clients to help keep their “financial house” in order.
Complete emailable approach presentations for virtually all personal, business and estate needs.
Hundreds of emailable approaches for personal, business and estate planning reduced to a single page.
These checklists are designed to provide clients and prospects with information and guidance on life events with financial implications.
Answers to tax questions about life and health insurance and annuities with links to the Tax Code.
The FINRA website is a resource for retail investors. It can provide your clients with good, credible, and unbiased third-party information.
Specimen documents are designed to help your client’s attorney prepare insurance-related documents.
The RLG is a prospecting engine that provides names of a client’s neighbors. Used to obtain referred leads.
The TMLG is a prospecting engine targeting all the doctors, lawyers, etc. in a small city or zip code.
A wide array of calculators covering insurance, retirement, investing, personal finance, loan amortization, business, and other issues.
Articles and quotes by “masters” such as Jim Rohn, Zig Ziglar, Brian Tracy, Tom Hopkins and many others.