PRESENTATION TOOLS 

These guides are tools to help you prepare for an appointment and make quick determinations for what is best for your clients.   We recommend printing a copy of each and carrying with you for reference. 

​Living Benefits

Critical, Chronic & Terminal Illness Rider Grids
Print multiple copies of each of these to use with your clients.  These documents can be personalized by adding your contact info. Current contact info on documents is just an example and should be replaced with your contact information. 

Needs Analysis​

Print multiple copies of these worksheets.
Complete with your client, take a photo, and then text to your manager for a product recommendation.

​New Kind of Life Insurance

Print and laminate this document. Use this as a tool to explain how the new kind of life insurance can benefit your client. 

RESOURCES

Promotion Guide

Save this file and print it out so that you can stay focused on your goals and know what is needed to reach your next pay raise.

​Carrier Contact Numbers

Save this list so you have quick access to the phone numbers to all of our different carriers at your fingertips.
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Agent Pay by Contracting Level

Download and save your contracting level sheet so you will know the percentages you are being paid per carrier.

​Equis Corporate Emails

This list is perfect for when you need to know exactly who to contact to get the information you need.
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Overrides and Pre-appointment States

This document will support you as you begin to grow and expand your team.

​Income Calculator

Use this excel sheet to figure out exactly how many leads you will need of each type in order to reach the income goals you have set for yourself.