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In-Home Documents

Unlicensed Checklist: FAQ

CREDIBILITY SHEET

Many agents like to show this sheet to clients

in order to help establish credibility.

I AM YOUR POLICY!

Give this to your clients at the end of your appointment.

CLIENT WORKSHEET

Print multiple copies of this worksheet to use on your final expense appointments. 

AMERICO EAGLE POINTS

These are the selling points for Americo Eagle.

MEDICAL CHEAT SHEET

Use this grid on your final expense appointments. Look up common medical conditions to see which carriers will approve them.

MORTGAGE CLIENT WORKSHEET

Print multiple copies of this worksheet to use on your mortgage protection appointments.

AMERICO 10 POINT  MORTGAGE SHEET

All the selling points for Americo HMS in one place.

MORTGAGE CHEAT SHEET

Use this grid on your mortgage protection appointments. Look up common medical conditions to see which carriers will approve them.

HMS Application

All the selling points for Americo HMS in one place.

Final Expense Forms

Forms for All Appointments

Mortgage Protection

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