BUILD YOUR BINDER- FOLLOW STEPS A-B AND PRINT EVERYTHING THAT IS SUPPOSED TO BE PRINTED, TO CREATE YOUR FIELD BINDER; YOU WILL NEED ALL OF THESE TOOLS!
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A.)  IN-HOME TOOLS: Print in COLOR and laminate -or place in sheet protectors- and keep in your field binder.

• Part 1 of Agent Field Binder; Carrier Contact Info, Logins, Living Benefit Flipchart (Click Here)
• The New Kind of Life Insurance - The Value of Mortgage Protection & Living Benefits  (Click Here)
• Carrier Logos (Click Here)
• 48-48-60 : Stats to show your clients (Click Here)
• ​​CHF UNDERWRITING DOC​

B.) GET TO KNOW OUR CARRIERS 

• Print our Core Carriers Cheat Sheet which can be found here
• PRINT LIVING BENEFITS PRODUCT TABLES, UNDERWRITING GRIDS, HEIGHT AND WEIGHT CHARTS WHICH CAN BE FOUND HERE: Print in COLOR and laminate OR place in clear sheet protectors and keep in your field binder.​ (PRINT ALL 6 DOCUMENTS)

C.) GET TO KNOW OUR PRODUCTS

• DOWNLOAD (do NOT print these) PRODUCT BROCHURES FOR ALL CARRIERS YOU'RE CONTRACTED WITH WHICH CAN BE FOUND HERE​ ​

 

• RUN QUOTES USING USING THE QUOTER TOOLS FOR EACH CARRIER YOU'RE CONTRACTED WITH WHICH CAN BE FOUND HERE
  • CREATE A SHORTCUT TO OUR QUOTERS TOOLS PAGE ON YOUR PHONE'S HOME SCREEN FOR QUICK ACCESS.
    • ​Not sure how to setup a Shortcut >> google "create shortcut on my phone" or ​visit your local cell phone retail store and ask for help.

D.)PRACTICE WRITING E-APPS: 

• Americo-​
  • Go play around in the "Agent Cafe": Americo has provided a safe space they call the "Agent Cafe" for you to experiment with quotes, apps, and to get to know their site.
    • Grab a friend and write test apps on them for
      • ​Eagle Select
      • Term 125
    • Use this link to complete a test e-app. This is a great way to practice!
    • ​Live e-app system for Term and Eagle Premier.
    • • https://tools.americoagent.com/
• AMAM (American Amicable)-​
  • Grab a friend and write test apps on them for
    • ​Safe Care Term
    • Senior Choice
  • Use this link to practice writing e-apps for AMAM (DO NOT SUBMIT THESE). 
• MOO (Mutual of Omaha)-
  • ​Grab a friend and write test apps on them for
    • ​Living Promise
    • Term Life Express
  • Use this link to practice writing e-apps for MOO (DO NOT SUBMIT THESE).

E.)Get to know our insurance toolkit, which will help you with underwriting:  
CLICK HERE FOR OUR NEW INSURANCE TOOLKIT

• Username: [email protected]
• Password: #Toughness1

F.) Setup WHEREBY:

• You will use this free software to get clients on video during the appointment. Watch this video for more information and then create your own. 
• https://whereby.com/user

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Continue to Step 5

YOU'LL NEED TO CREATE A LOGIN TO ACCESS STEP 5