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  • Home
  • What We Do
  • About Us
  • A Career With Us
  • Take the Next Step
  • Agent Resources
Tuma Agencies
  • Home
  • What We Do
  • About Us
  • A Career With Us
  • Take the Next Step
  • Agent Resources

General Resources

ADVANCES & CHARGE OFF REQUESTS
NEW AGENT training
CRM
"HOW TO" VIDEO TUTORIALS
CALENDARS, CONTACT INFORMATION & INCENTIVES
tuma agencies shared calendar
2025 Sales CALENDAR
CONFERENCE CALL INFO
Tuma agencies contact information
Tuma Agencies Top Performances
FHD Incentives Book
FHD & AGENCY INCENTIVES
COMPENSATION & TRAINING SUMMARY
FORMS & MANUALS
FHD Success Manual
FHD Administrative handbook
Salesforce CRM users guide
Supply Order Form
Goal Cards
GOOGLE DRIVE RESOURCES
Printable Forms
claims
Branding & social media
Technical training
eagles
"How To" videos
MISC TOOLS, TEMPLATES, ETC.
GETTING STARTED
How to Order Business Cards
NEW TERRITORY WORKSHEET
families for protection - blank
Back to the Basics Checklist
Letterhead Template
FOLLOW NOTES
GOAL SETTING
WEEKLY GAME PLAN (WGP) - Google sheets
WEEKLY GAME PLAN (WGP) - printable
Vision, plan & follow through (VPF)
INCOME EXAMPLE GENERATOR
PRE-APPROACH & REFERRALS
B2B Pre-approach - google sheets
B2B PRE-APPROACH - Printable
REFERRALS: Who's in your network?
REFERRALS - blank
B2B REFERRAL "HOT" LIST
Referral Tic-tac-toe
Back to Agent Resource Page
READY TO GET STARTED?
Career With Us
625 32nd Ave SW, Suite 110
Cedar Rapids, IA 52404

319-449-4846

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Tuma Agencies are independently owned in exclusive partnership with Globe Life Family Heritage Division.