Resource Hub

Memory Jogger (Who do you know?)

Top 25 List (Start Inputting My Warm Contacts)

Rule of Thumb (Before picking up the phone)

Baseline Activity Template (MAKE A COPY to edit)

Launch Party Guidelines (How to plan my Grand Opening)

"Ask Inspiring/Close Questions" by Dr. Martin Kwende

RICH THAWLEY INVITATION [Script] (Used when inviting to Corp. Overview)

PRE-CONTACT & CHARACTER REFERENCE [Script] (Used in Tandem w/ Trainer for Top 5-25)

TOP 5 - PROJECT & 3-WAY [Text Script] (Used to text my HOT market)

E.T.H.O.R [Script] (Used primarily in a WARM market on your own)

PROSPECTING + 3 GOOD QUALITIES [Scripts] (Used primarily in a COLD market)

Sam Lin (LBTC) - Prospecting Process (Prospecting Conversation)

Sam Lin (LBTC) - Prospecting Process (Confirming Interviews)

EDIFICATION [Script] (How to edify my Trainer)

TA Underwriting Guidelines.pdf - Google Drive

NY Application Process (Transamerica) Checklist

NY Application Process (Nationwide) Checklist

Annuity Checklist (Generic)

*REG ED- Annexus FIA Specific Suite

Social Media Support