Resource Hub

Our Virtual Toolbox

Memory Jogger (Who do you know?)
Top 25 List (Start Inputting My Warm Contacts)
Rule of Thumb (Before picking up the phone)
Baseline Activity Template (MAKE A COPY to edit)
Baseline Activity Template (MAKE A COPY to edit)
Launch Party Guidelines (How to plan my Grand Opening)
Launch Party Guidelines (How to plan my Grand Opening)
"Ask Inspiring/Close Questions" by Dr. Martin Kwende
"Ask Inspiring/Close Questions" by Dr. Martin Kwende
RICH THAWLEY INVITATION [Script] (Used when inviting to Corp. Overview)
RICH THAWLEY INVITATION [Script] (Used when inviting to Corp. Overview)
PRE-CONTACT & CHARACTER REFERENCE [Script] (Used in Tandem w/ Trainer for Top 5-25)
PRE-CONTACT & CHARACTER REFERENCE [Script] (Used in Tandem w/ Trainer for Top 5-25)
TOP 5 - PROJECT & 3-WAY [Text Script] (Used to text my HOT market)
TOP 5 - PROJECT & 3-WAY [Text Script] (Used to text my HOT market)
E.T.H.O.R [Script] (Used primarily in a WARM market on your own)
E.T.H.O.R [Script] (Used primarily in a WARM market on your own)
PROSPECTING + 3 GOOD QUALITIES [Scripts] (Used primarily in a COLD market)
PROSPECTING + 3 GOOD QUALITIES [Scripts] (Used primarily in a COLD market)
Sam Lin (LBTC) - Prospecting Process (Prospecting Conversation)
Sam Lin (LBTC) - Prospecting Process (Prospecting Conversation)
Sam Lin (LBTC) - Prospecting Process (Confirming Interviews)
Sam Lin (LBTC) - Prospecting Process (Confirming Interviews)
EDIFICATION [Script] (How to edify my Trainer)
EDIFICATION [Script] (How to edify my Trainer)
TA Underwriting Guidelines.pdf - Google Drive
NY Application Process (Transamerica) Checklist
NY Application Process (Nationwide) Checklist
Annuity Checklist (Generic)
*REG ED- Annexus FIA Specific Suite
*REG ED- Annexus FIA Specific Suite
Social Media Support
Social Media Support

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