SALES SCRIPTS

B2B
     B2B Full Sales Conversation (Jan '26)
          Video Recordings
​          Audio Recordings
     B2B Gold Standard 201
     B2B Approach Quick Responses
     B2B Objection Flashcards
     4 Steps To Set Up A Business
     B2B Phone Script
     B2B Email Templates
     Fire Department Phone Script
     Group Presentation Script
     Group Survey Phone Script
Friends & Family Script
Traditional Market
     Traditional Full Sales Conversation
          Video Recordings
          Audio Recordings

B2B MATERIAL

Setting Up Enrollments
     Why Supplemental Benefits Brochure
     Reasons To Offer Our Benefits
     Why Offer Us (Email Bullet Points)
     Business Testimonial Letters
Working Enrollments
     Memos & Flyers
     Group Survey
     Enrollment Card
     Order Enrollment Cards
     Employee Handout #1
     Employee Handout #2
     Employee Handout #3
Forms
     Payroll Group Agreement
     Payroll Authorization Form
Spanish Material
     Bilingual Group Survey
     Spanish Employee Handout
     Spanish B2B Testimonials

LIFE INSURANCE

Life Representative Handbook
Child Life Representative Handbook
Life Script - S.E.A.L. Method
​MSA For Life (Video)

ADVANCED SALES

The Elevators Podcast
Sharpening The Saw Podcast
Legacy Recordings
​FIT Training Login

PRE-APPROACH & REFERRALS

B2B Pre-Approach - Printable
Referrals: Who's In Your Network?
Referrals Sheet
B2B Referrals "Hot" List
Referral Tic-Tac-Toe

LEADS SUPPORT

Lead Distribution Request Form
​Assigned Leads Stats Form

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