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Document Archive

Final Expense Document Archive

An archive of useful documents and forms for Final Expense agents.

PDFThe Unique Writers System   
PDFFinal Expense Mission Statement 
PDFA Fully Qualified Final Expense Specialist  
PDFBecome the Best of the Best   
PDFFinal Expense: It’s All About Value   
PDFThe Moment   
PDFFinancial Action Plan  
 
 
PDFYour Target Market   
PDFReaching Your Target Market  
PDFSample Final Expense Lead Letters   
 
 
PDFProspecting Game Plan  
PDFProspecting Power Pyramid   
PDFMind Set for the Phone Call  
PDFThe Phone Script  
PDFSetting Appointments with Older Leads   
PDFPhone Referral Script   
PDFPhone Objections   
PDFDelivery Notification  
PDFDoor Knock Script 
PDFPre-Approach Leads 
 
 
PDFFinal Expense Presentation Script 
PDFOvercoming Objections   
PDFReverse Breadwinner Concept (older/sick)  
PDFEmergency Contact Script (easy referrals)  
PDFHealth Issues Cheat Sheet 
PDFConservation  
 
 
PDFClient Referral Form   
PDFFinancial eValuator Form   
PDFPolicy Cancellation Form 
 
 
PDFTop Ten Application Tips 
PDFChecklist for Placing Business  
PDFImpaired Risk Questions  

 

Mortgage Protection Document Archive

An archive of useful documents and forms for Mortgage Protection agents.

PDFThe Unique Writers System  
PDFMortgage Protection Mission Statement   
PDFA Fully Qualified Mortgage Protection Specialist   
PDFBecome the Best of the Best   
PDFMortgage Protection: It’s All About Value 
PDFThe Moment   
PDFFinancial Action Plan  
 
 
PDFYour Target Market  
PDFReaching Your Target Market   
PDFSample Mortgage Protection Lead Letters   
 
 
PDFThe Phone Script  
PDFSetting Appointments with Older Leads   
PDFPhone Referral Script   
PDFDelivery Notification  
PDFProspecting Game Plan   
PDFProspecting Power Pyramid   
PDFPre-Approach Leads (Door Knock) Script  
  
PDFThe Foundation of the Sale  
PDFMortgage Protection Presentation Script   
PDFAlternate MP Close (Own vs. Rent) 
PDFCritical Period Concept 
PDFOvercoming Objections   
PDFReverse Breadwinner Concept (older/sick)  
PDFGround Floor Concept   
PDFSimplified Issue (Non-Med) Products  
PDFWhat’s the Benefit of ROP?   
PDFConservation   
PDFLender Mortgage Protection vs. Legacy Life MP   
 
 
PDFClient Referral Form   
PDFEmergency Contact Script (easy referrals)  
PDFFinancial eValuator Form   
PDFPolicy Cancellation Form   
 
 
PDFTop Ten Application Tips   
PDFChecklist for Placing Business  
PDFImpaired Risk Questions  
PDFPlacing Conditionally Issued/Rated Policies  
PDFParamedical Exam Providers 
PDFParamedical Exam Tips (for clients)   

 

One Life America is founded on the core principles of honesty, integrity and real family values.

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One Life America
1600 NE Coronado Dr
Blue Springs, MO 64014

Local: 601-693-8357
Toll Free: 800-748-0026

sales@onelifeamerica.com
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