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LIFE
Marketing Ltrs
 Brett Vance - Marketing Letter |  Life Conversion Ltr |
|---|---|
 Life Replacement Ltr |  Life Discount Ltr - Megan O'Toole |
 Crumpled Letter |  Lotto Letter |
 Commerical CrossSell Life |  Reinstatement Ltr |
 11 mo Ltr-What Life Has in Common |  Because We Care Info Sheet |
 Grandparent Gift |  Life Transition Ltr |
 Give Your Child the Gift of Life |  Ann Landers Ltr |
 Client Survey - Referrals |
Products - Transition
Products -Transition
 Laws of Harvest |  Pat Kelly - Term Conversions |
|---|---|
 Pat Kelly - Retirement |  Pat Kelly - Retirement Selling Concepts |
 Pat Kelly - Retirement & Taxes |  Pat Kelly Book Deal |
 Retirement Plans |  FVT Transistion |
 Simple Term Transistion |  FEUL Transistion |
 GBDWL Transistion |  Overcoming Objections pg.1 |
 Income Tax Diversification |  Whole Life |
 Simple Term |  Universal Life |
 Business Life |  Retirement Plans |
 $2 Mil Cases |  Estate Planning |
Fact Finders
Fact Finders
 Brett Vance - Confidential Life Insurance Application | Brett Vance - Marketing Letter |
|---|---|
 Two Step Life Sales System |  LIME |
 How Much Income |  Back To Basics |
 L.I.F.E. -Needs Analysis |  DIME |
 FFS Liability Exposure Worksheet |  Who Do You Know |
 Business Areas of Concern |  Financial Blueprint |
 Fact Finder - LH |  Life Insurance Quote Sheet |
Appts - FFR's
Appts - FFR's
 David Porter FIUL Presentation |  Paramed Exam Tips for Client |
|---|---|
 Parking Lot Analogy |  Jack Jameson 5 Steps Program |
 Jack Jameson FFR |  What Do You Value Most |
Income Tax Diversification | Because We Care -Info Sheet |
 Life 101 -Discount Declination |
Illustrations - UW
Illustrations - UW
 Term Conversion List |  Term Conversion One Pager |
|---|---|
 Income Max Illustration |  Chronic Illness Calculator |
 Life Claims Process |  Illustrations 101- How to Guide |
 UW - Ht -Wt |  UW Rate Classes pg 2 |
 Minimum Medical UW |  Life Products at a Glance |
 Sabyrus 3 Buckets |  Riders & Benefits |
 Business Life Walking Around Knowledge |  VUL-FEUL Timeline |
 VUL vs. Term -Mutual Fund |  Annuity Carrier - All Agents - ATHENE |
 Annuity Carrier - All Agents - GREAT AME |  Annuity Carrier -All Agts - AIG |
 Annuity Carrier - FFS Only - AXA |
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