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Promotional Guidelines

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Promotional Guidelines File extension: External

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LICENSED BROKER ONBOARDING

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Dialing / Phone

Instant Internet Life Main Script
Objections Spanish
FEX Script Spanish
Dial Tracker – Spanish
English PWP Estate Planning Script
Spanish PWP Estate Planning Script
Voicemail Script
CRM Instant Internet Lead (IIL) Script 3
CRM Instant Internet Lead (IIL) Script 2
Objection Workbook
Dial Strategy Option 2
Dial Tracker Option 1
Dial Tracker Option 2
CRM Instant Internet Lead (IIL) Script 1
CRM Older Internet Lead Script
FE FB/Internet Script
MP FB/Internet Script
MP Aged CRM Script
FE Mailer Script
MP Call-in/Mailer Script
SMS Scripts
Appointment Confirmation SMS Script

In-Home / Field

Final Expense Worksheet – Spanish
Leave Behind Text – Spanish
Cancellation / Refusal of Coverage Form
In-Home by Carl Henry
Mortgage Protection Equity Close
Badge
Credibility Sheet
Final Expense Underwriting Cheatsheet
Mortgage Protection/TERM Underwriting Cheatsheet
Final Expense Worksheet
Financial Inventory / Mortgage Protection Worksheet
Field Underwriter Document
Referral Sheet
Leave Behind Text
Leave Behind Picture
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Carrier Phone Numbers
In-Home / Product Suitability / Carrier Portals / eApplication

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Compensation

Be a WEEKEND WARRIOR
FFL Producer Bonus
Americo 8% Bonus
How to handle Chargebacks Carrier Debt
Promotional Guidelines
FE/MP Product Commissions
AMS Product Commissions
Level Guide
VP Bonus Program
Americo – Override Compensation State appointment requirement
Others – Override Compensation State appointment requirement

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