Downloads

Click on the links below to download its corresponding document.

Client related:

• Phone Script (Zoom) – Phone script to book Zoom appointments.
• Phone Script (In-Person) – Phone script to book In-Person appointments.
• Client Qualification Checklist – This sheet was designed to be printed and used with your client while booking their appointment, and then again while in the meeting with them. It will serve as the “Client File”.

Carrier related:

• NLG IUL Illustration Quick Guide – Contains detailed steps and screenshots to easily create a National Life Group Indexed Universal Life illustration.
• MOO IULE Illustration Quick Guide – Contains the basic steps to easily create a Mutual of Omaha Indexed Universal Life Express illustration.
• MOO IULE Illustration Detailed Guide – Contains detailed steps and screenshots to easily create a Mutual of Omaha Indexed Universal Life Express illustration.