Handouts to be used by agents for training and studying purposes only. These documents should not be left with clients during appointments.
Leave Behind Toolkit
A collection of leave behind materials used by top producer Chad Owen during client appointments. Consists of articles written about annuities by industry professionals along with other important documents. These materials can be printed and used in your own appointments.
Handouts created to ease the appointment process and bring clarity to your clients. These documents can be left with your clients, and should be run through your compliance department prior to use.
- Agent Handouts
- Client Handouts
- Leave Behind Toolkit