Example Curriculum
Communication with David and Kerry
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days
days
after you enroll
Recent Agent Success Calls
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days
days
after you enroll
Quick Start Client Survey Kit
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days
days
after you enroll
Client Questionnaires, Crystal Ball and Medical Pre-screen Questionnaire
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days
days
after you enroll
HonorShield's Multi-Generational Marketing Approach (June 2023)
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days
days
after you enroll
- Most Recent Public Workshop or 55+ Community Workshop LONG VERSION with GUEST SPEAKER
- Meeting Request and Survey Form (Download link for the 2 sided pdf is at the bottom)
- 1st and 2nd Appointment Scripting and Flow (Use with the associated Materials)
- 1st Interview Discovery Materials John and Jane Doe
- 2nd Interview Presentation Materials John and Jane Doe
- Blank Crystal Ball PDF Template All Pages
- Crisis Case Presentation (Crystal Ball PDF)
OneAmerica
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days
days
after you enroll
Old Stuff That You Can Learn From - Marketing and Presentations Archive
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days
days
after you enroll
The Thinking Behind Your Success - An Overview
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days
days
after you enroll
Best Practices - Building a Storybrand Brandscript
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days
days
after you enroll