FTA

FIELD TRAINING APPOINTMENT MATERIALS

FOR CLIENTS

FOR NEW AGENT

FOR TRAINERS

Client Prep Form for Appointments

Client Homework Product Information Videos

Financial Tools For Clients & Agents

Field Training Guideline Text for New Agent in Training

Send this text to your new agent for appointments.

How to Confirm your Appointment

_{Financial Checkup Form}

_{How to Close Business}

_{3 Way Referral Script}

_{Financial Tools For Clients & Agents}