2019 Agents

RCMP

WATCH TEAM ZOOM REPLAYS

MY EQUIS AGENT DASHBOARD

Mortgage Protection

Training

Appointment Setting with Rob Jones & Mike Coe

In-Home Presentation With Bill Martin OG

Nick Theodore In-Home Presentation Analysis

View Additional Training Videos In Equis' Training Center

Resources

Field Underwriters Toolbox

PDF Downloads

Click Document Name To Download

APPOINTMENT SETTING

Basic Phone Script
Call-In Lead (IVR) Script
Older Leads Script

IN-HOME

In-home Presentation Guide
Term & UL Underwriting Grid
Whole Life Underwriting Grid

COMPENSATION

Compensation & Promotion Guidelines are available in Training Center from your agent dashboard.