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.
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.
This training website is designed to equip and empower you to have a fast start in the mortgage protection industry. The information and tools on this site will prepare you to "DO" the job. As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Theodore Group. Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.