FNA/Kitchen Table Presentation UPDATED - (Download)
Basics of Investing PDF - (Download)
Basics of Investing Keynote Presentation Slides (Download)
FNA Input Form - (Download)
Memory Jogger - (Download)
Annual Review Worksheet - (Download)
NEW* Recommendation Worksheet - (Download)
Referral Sheets (Download)
Four Step Process - (Download) This sheet is for your reference. It reviews the Four step process for every KT presentation.
1) 6 Page Presentation: Interview - Use for Recruiting Interview (Download)
2) 6 Page Presentation: Kitchen Table - Use for Recruiting at the Kitchen Table (Download)
Referral System (Download) & Referral Letter (Download)
Leave Behind Checklist - (Download)
Insert Card - (Download) Use card at presentations for potential clients.
Auto & Home Referral Sheet (Download)
Beneficiary Certificate (Download)
Emergency Contact Certificate (Download)
Contingent Beneficiary Certificate (Download)
Beneficiary & Emergency Contact Lead System:
The Process 1 (Download)
The Process 2 (Download)
Beneficiary Information Form (Download)
Primerica Life Insurance Benefits (Download)
Will & Estate Planning Folder:
5 Estate Planning Documents Clients Must Have (Download)
Role of Executor (Download)
Role of Guardian (Download)
About Parker Stansbury (Download)
PLPP Program (Download)
PLPP Will Questionnaire (Download)
Personal Information Checklist (Download)