Free resources
Guides forbusy agents.
Four short, practical guides. Print them, copy them into your CRM, or hand them to your assistant. No sign-up.
Checklist · 4 min read
The annual review prep checklist
What to pull, send and prepare before, during and after a client review.
Read the guide Script · 3 min readExplain an annuity illustration in two minutes
A simple structure for a short explainer video your client will actually watch.
Read the guide Cadence · 3 min readThe five-touch follow-up after a review
A calm, useful follow-up rhythm that keeps the relationship warm without pressure.
Read the guide Outline · 4 min readThe ten-slide seminar deck
An outline for an educational retirement-income or protection seminar.
Read the guideThese guides are general practice tips, not legal or compliance advice. Always follow your carrier, IMO or BGA and state requirements, and get client-facing material approved before it goes out.