E-Applications

Recent
Death Text
Message

Recent Death Text Message

Linda's Voice

Linda's Obituary

Linda 1

Linda 2

Linda 3

III. GENERATIONAL WEALTH

Growth, legacy, financial stability.

SIDE NOTES

​WHY PEOPLE CHOOSE FROM US

Trust, prosperity, and a value-driven message.

Smart Money

Intelligent, financial-forward with a fresh, modern energy.

​Cremation and Burial Cost

Subdued and respectful, with a hint of seriousness.

​​​Vault

Security, strength, and reliability.

​BANK CODES

Structured and formal—finance-compliant visual tone.

US DEBT CLOCK

Urgency and bold visibility for financial alerting.

Thank You Cards

Warmth, appreciation, and calm gratitude tone.

HEAD START PROGRAM​

Tenzing Document Vault

Secure cloud-based data vault that keeps all important personal information safely archived and easily accessible from anywhere in the world.

​Presentation:

I. ERS Script

Trust, value-driven messaging for referrals.

II. ERS PRESENTATION SCRIPT

Professional and visually sharp

III. GENERATIONAL WEALTH

Growth, legacy, financial stability.

Everest Funeral Concierge
Services

Elegance, dignity, high-end service tone.

Everest Package

​Premium, respectful, and comforting.

Everest Client Stories

Emotional storytelling tone, warm and human.

IV. OUTBOUND CALL SCRIPT
2025

​Authority and energy to initiate
conversations.

V. INBOUND 2025 CALL SCRIPT

Friendly, calming, and inviting tone for
incoming interactions.

VI. California Senior Voice
Recording​

Gentle and respectful tone for senior
communication.

​VII. PROFF OF DEATH

Professional and respectful; somber but clear.

​VIII. DEATH CLAIMS

Serious, dignified, and structured.

IX. JUST PULSE

Tech-forward, modern, vibrant.

X. INDEX UNIVERSAL LIFE

Financial sophistication and growth.

XI. FINAL EXPENSE

Care, dignity, and simplicity.

XII. ACCIDENT DEATH
CREDITABILITY PIECE

Urgency and formal credibility.

XIII. FINAL EXPENSE
TELESALES POLICY REVIEW

Insightful, trustworthy, and warm.

XIV. INSURANCE COMPANY DIRECTORY

Clean and structured organization.

XV. PERMISSION TO BE ADDED TO THE DNC

Neutral, compliance-focused.

XVI. Transmerica Voice Authorization

Brand alignment with legal formality.

XVII. COREBRIDGE UPDATE

Innovation and authority with a touch of optimism.

Insurance Company Side Notes

Professional, clean notes with a subtle visual hierarchy.

Critical Illness Accelerated
Benefit

Serious and urgent benefit, clean
readability.

American Amicable Sample
Policy

Formal and neutral for policy
documentation.

American Amicable Referral
Sheet

Trust-building and value-oriented for referral-focused communication.

Social Security Drafting

Government-related clarity with a warm
balance.

Accidental Insurance Through American Amicable

Urgency and structure for accidental
protection material.

Chronic Benefit Rider

Long-term care tone, natural and calming.

Confined Card Rider

Dignity and warmth for sensitive care
topics.

AIG Questions

Corporate tone with a welcoming
highlight for Q&A or clarifications.

We specialize in the following

Talk to a Licensed Agent and Compare Plans Instantly.

My Personal Why?

Online Documents

Lapsed & Declined

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Lapsed & Declined

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Lapsed & Declined

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Lapsed & Declined

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