FFL Resources

Here are a number of resources provided by FFL. Some of these are useful to show the client, and some are useful to help you find the right product for them.

In-Home Agent Docs

These are the documents you need in each home. These are the basics and not a comprehensive list, so pay attention to what Bootcamp mentions and download any other docs you need!

Financial Inventory: This is what you use to learn about your client and determine what products would be best for them. Also where you can uncover opportunities for a potential annuity opportunity.

FEX In-Home Pres Sheet: This is specifically for Final Expense, and is a visual aid that your client can keep. It will aid you in explaining the options.

Cheat Sheets

These can be used to quickly find the right products for a client.

Combo Cheat Sheet: This is a quick reference guide for common health issues and our Top Carrier products in both Mortgage Protection and Final Expense.

Final Expense Grid Cheat Sheet: This grid sheet starts with the condition and you can scan across to see what each carrier offers. This was updated in 2020.

Term Condition Cheat Sheet: This is a grid sheet comparing conditions to Term Products.

Social Security: This uses Age and Life Expectancy to approximate Funeral & Burial costs.

FFL Underwriting Cheat Sheet – Updated weekly by FFL

Carrier Underwriting Information Google Drive

InsuranceToolkits.com – If you want a simple solution for quickly picking the right product we suggest you take a look at InsuranceToolkits.com. 

You can enter medical conditions and or prescriptions and it will quickly show you the carriers and their products that would be a good fit for your client.

Watch the Demo below  Enter: FFLTribe15 for a 15% discount

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WORKSPOTS LLC APP – Go to the Apple store and search for Workspots LLC to download the app or click HERE

Once you have the app and have created your account you can get discounts on leads in the app along with a variety of other benefits such as access to office across the country for training and dial days.

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Marketing Programs

These can be used to get additional business.

Watch the video to the right that explains the FREE Marketing Program that can help you generate additional leads.

Legacy Safeguard Marketing System – Sponsored by Americo

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Client Handouts

These can be used to assist with and then cement the sale you’ve just made.

Final Expense Benefits Whole Life Sheet: Great visual for clients to see what a Whole Life policy through us can provide for them.

Credibility Sheet: This is part of the same file as the Financial Inventory, but is useful all on its own. It shows the logos of a lot of our carriers which helps our clients understand that we are very reputable AND that we do the shopping for them.

I Am Your Policy: This is a great tool to print off on a half sheet of paper and include in the policy folder you give each client. Every time they go back and look at their policy this will remind them why they bought it in the first place.

Accepted App: This can also be included in that folder to give clients an idea of what to expect in the coming week, and create an opportunity for further sales. It should be opened and personalized with your info before printing.

Client Profile: Half for you, Half for them. Quickly details exactly what they just bought.

Refusal of Coverage: This is for folks who insist that they don’t want your help. Just makes it more official of a refusal, and can often lead to sitting down with the client, which is the goal.


Other resources we thought you might find useful.

Agent Weekly Accountability Tracker – Dials

FFL CRM Lead Portal

Agent Carrier Appointment Sheet