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What are we doing today?

Everything here writes straight into the CRM. Answers save on this device as you go, so a dropped call does not cost you the appointment.

Personal Financial Review

The needs analysis. Household, income, expenses, assets, existing coverage, goals, and the coverage gap. Run this on the first appointment.

Full application intake. Handles a spouse, any number of children, several existing policies, and as many beneficiaries as the case needs.

Owner and annuitant, source of funds, transfer type, suitability, product selected, and banking.

Filled by the recruiting agent. Starts the licensing and training pipelines and records the state-by-state investment acknowledgment.

For agent use only. Not for public distribution or solicitation.