What to bring:

1. Paper applications: Foresters, CFG, Sons of Norway (PRINT THESE BEFORE YOUR APPT. FROM THE CARRIER WEBSITES)
2. Laptop
3. ATM (attached below)
4. Greensheet, ERS, Debt Questionnaire (attached below)
5. The lead or a copy of a lead if it was an internet lead
6. Tax free retirement book
7. Pen -- we're inking a deal- Don't forget your sword

How to Dress

• Business casual -- we want to look like salt of the earth. Not like fancy insurance people
• Men: Polo, slacks/nice jeans, and decent shoes
• Women: Polo/blouse, slacks/skirt/nice jeans, decent shoes

The car ride there:

• Listen to an Alliance Audio to get your mind right-- Listen on Apple Podcasts // Google Podcast
• Have your in-home materials ready so you can walk right to the house
• Bring water, snacks, lunch so you can minimize stops
• Bring extra leads to doorknock if you get no-showed
• Text your team/manager/upline and let them know you are headed into a home so you can have someone to call from the home.
• Have tic-tacs/gum on hand

Don't forget to bring a couple paper apps to your appointment as backup!! Below is how you order supplies, for immediate service call the carrier, your upline or go onto the carrier page to print the apps your self!