Bring your confidence and your A-game every single time. Remember, this is not about you. It is about the family you are helping.
- No need to wear a Suit – Polo and Jeans/Pants – Be an average Joe. If you want to wear FFL polos for in-home appointments, see apparel site below (Most agents wear a plain polo, button down short or long sleeve with their lanyard): https://fflapparel.square.site/
- You can use a Lanyard like below to put laminated wallet size state license: https://www.amazon.com/dp/B07HQ92719/ref=cm_sw_r_cp_api_i_wkTnFb8JSKMX6 OR If you want a badge like the one below, Contact Cristina Marson (PWP Broker – (954) 410-8261) for a picture ID state badge and lanyard (Very affordable and the best option)
- Tablet/Laptop with internet access. Most of the agents use the Phone hotspot for the internet on the go but built-in WiFi is the best.
- A picture of your family either on your computer or in your bag if you think that can help you make that emotional connection with the Client.
- Printed Lead Card (if available) to show them why you are here
- Laminated Credibility Sheet or just a print out: https://drive.google.com/file/d/1ha-pDLjIfh9_iFxpR3DY48qgVm1gjWAi/view?usp=sharing
- Blank Paper Sheets
- Final Expense Worksheet (~10 for the field day): https://drive.google.com/file/d/1JfRR8JcRS_XBqT1dZy5QMfY8b7OxpuNy/view?usp=sharing
- Financial Inventory / Mortgage Protection Worksheet (~10 for the field day): https://drive.google.com/file/d/1EpZU8hSOv-PWBbU3tvMf3pAMwcjNWIrO/view?usp=sharing
- Final Expense Underwriting Cheatsheet: https://drive.google.com/file/d/18nDAQmvJcaCp0lsgOlEKxUS1DgrgtzLK/view?usp=sharing
- Mortgage Protection/TERM Underwriting Cheatsheet: https://drive.google.com/file/d/1IVgAgcv28EFnz1ZWg7jnv-G9BKMNhoS3/view?usp=sharing
- Product Brochures (~10 for the field day for major products): Order for free for most carriers from the Carrier agent portal or by calling them. Depending on your brochure consumption, mark your calendar to order it every 2-3 weeks from the carriers.
- Field Underwriter Document if policy is issued (~10 for the field day for major products): https://drive.google.com/file/d/19cRDujWfAjutvLE3n8wqpKQTy2BB7R2h/view?usp=sharing
- While you fill-up the field underwriter document, you can ask for referral using the below template. Download the below, change your name and info and print (~10 for the field day): https://drive.google.com/file/d/1oiDTpG3ynNHdP5iE1AKtvekHQR6sOV8t/view?usp=sharing
- Leave Behind Text (~10 for the field day): https://drive.google.com/file/d/1oiDTpG3ynNHdP5iE1AKtvekHQR6sOV8t/view?usp=sharing
- Leave Behind Picture (~10 for the field day): https://drive.google.com/file/d/1dJ3o9bq31SJVyzh8CGatYkNg3shpnlTl/view?usp=sharin
- A Messenger bag that holds all of the above. Sample: https://www.amazon.com/gp/product/B073CBRL4W/ref=ppx_yo_dt_b_asin_title_o00_s00?ie=UTF8&psc=1
- Always call from the home when new. But before calling, make sure to have completed the following to review:
- Client age and type of appointment
- Field underwriting
- Diagnosis with approximate dates of diagnosis
- Names of medications (just the names, not the dosage)
- Never call on a speaker phone. Bluetooth handsfree headphones recommended
- Digital Business Cards are also extremely powerful. Invest in it once you are ready. There are 2 options: workspotsdigital.com Example to use: https://card.link/items/shkMZKskYfK/?exchange=true OR https://nextcardpro.com
- Download NEXTCARD PRO App (App / Google Play store)
- Use Coupon Code: FFL (Get two cards for the price of one, one for clients and one to recruit)
- Cards, Card Templates, Add FFL Client Card and FFL Recruiting Card
- My Cards, update and edit
- Make changes from a computer on www.nextcardpro.com and not your phone
- Example to use: https://nextcardpro.com/card/S265633
- Other items that we deem as essential:
- Umbrella and jacket to be ready for any weather
- Four fold up chairs to put in your trunk (If appointment needs to take place outdoors)
- Lunch cooler to pack food/water for the day (Ex. Igloo Playmate / Avoid fast food, save money, have more energy)
- A pack of stylus pens for touchscreens (Capture more accurate signatures)
- Order sticky pads for door knocking. Delivery Notices –
- Delivery Notices from Amazon with text line 1 = Important Time & Date Sensitive Material
and then select 