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Agent Resources

Final Expense Insurance Agent Resources

ORS Fact Finder (pdf)Download
Door Knocking Selling System (pdf)Download
Door Knocking Script (pdf)Download
Appointment Script Final Expense (pdf)Download
Top 10 Final Expense Objections (pdf)Download
Final Expense Quote Sheet (pdf)Download

Agent resources

Medicare Insurance Agents Resources

ORS Fact Finder (pdf)Download
Generic SCOPE (pdf)Download
Permission-to-Contact-Form-Generic (pdf)Download
Enrollment and SEP Periods (pdf)Download
VA Health Care Benefits Overview (pdf)Download
Understanding Extra Help (pdf)Download
Medicare and You 2023 (pdf)Download
CMS Call Recording Requirements (pdf)Download
Application Part A SSI (pdf)Download
Application For Social Security Card (pdf)Download

Agent resources

Medicare Insurance Agents Resources

Part D LIS Eligibility And Benefits Chart (pdf)Download
MSP Dually Eligible Individuals - Categories (pdf)Download

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