Step 6: Learn How to Help Families
Watch Training Videos from Start to Finish
Download Mortgage Protection Needs Analysis
- Download the Mortgage Protection Needs Analysis to utilize during your appointments!
Track Activity
- It's critical to track your daily activity.
- Use the Activity Tracker to track these 3 key metrics:
- # of Dials
- # of Contacts (who answers)
- # of Appointments Booked
- Do not track who does not book or why. (It does not matter!)
