Here are some great client pieces that you need to download.
I've had a lot of people asking me for these lately, so I
wanted to make sure you all had them. These are all great to use with clients.
This one is great for new parents. Click Here
This is a great piece on D.I. Click Here
This one is my fav one, that you should all use. Click Here
Organizing Your Personal Affairs
have something that my brother Matt made that he uses
to help his clients and make more sales called "Organizing Your Personal Affairs".
It is something that everyone needs to fill out and have.
It is for what you die, it will help your family Organize your personal affairs.
It is the things that the will does not really cover. It also tells you where important things are at.
Click Here to download it
This is just very simple, but useful.
It gives us all something to work with.
I love being able to help my clients and have reason for me to come see them or talk with