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