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YOUR 212 COACH
Home
Why Hire A Coach?
Curriculums
Live Sessions
Testimonials
What's Included?
The National Study Group
Register your Agency
Discovery Call
1 on 1 with Tim
Training Calendar
Recordings
National Study Group Recordings
Sales Tools
YOUR 212 COACH
Home
Why Hire A Coach?
Curriculums
Live Sessions
Testimonials
What's Included?
The National Study Group
Register your Agency
Discovery Call
1 on 1 with Tim
Training Calendar
Recordings
National Study Group Recordings
Sales Tools
Home
Folder: About
Back
Why Hire A Coach?
Curriculums
Live Sessions
Testimonials
Folder: Membership
Back
What's Included?
The National Study Group
Register your Agency
Folder: Appointments
Back
Discovery Call
1 on 1 with Tim
Folder: Client Portal
Back
Training Calendar
Recordings
National Study Group Recordings
Sales Tools

Sales Tools

Explore our collection of various tools designed to help anyone in your agency.

  1. The Daily Planner

  2. 2026 Simple - ClockWork

  3. Life University - Sample Curriculum

  4. Human Life Value Calculator

  5. Inflation Calculator

  6. Household Audit Form

  7. Life Business Plan

  8. The Perpetual Life Insurance Marketing Plan

  9. Life Audit Worksheet

  10. Life Wants Analysis

  11. Client Profile

  12. Homeowner’s Application Supplement

  13. Auto Supplement

  14. Renter’s Supplement

  15. Group Life Contract

  16. Fix, Replace, Keep

  17. Urgent

  18. Urgent - PAF

  19. Urgent - PLUP

  20. SIGNificant Events

  21. Candidate Profile

  22. The Heartbeat of My Agency

  23. PLUP Audit Worksheet

  24. Disability Income - Which Job Do You Prefer?

  25. Disability Income Insurance - What Are Your Priorities?

We Ship To You!

See checkout links below to place an order for a physical copy of the following materials. Each book is Spiral Bound and Includes a Plastic Cover and Backing.

  1. The Daily Planner

  2. 2026 Simple - ClockWork

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