Individual Sales

 Before you contact anyone, you need a working list of people.

This tool helps you organize your personal network, jog your memory, and start booking your first appointments quickly.

Use this sheet to:

• Understand how to build your list

• Use the memory jogger to uncover people you forgot

• Create your master outreach list you’ll use for calls, texts, and referrals

Follow the instructions below, then make your own copy using the button provided.

This script is used when reaching out to people you already know.

It will help you:

• Set your first practice appointments

• Have a natural conversation

• Build confidence before talking to strangers

• Collect your first referrals

Follow it exactly until you’re comfortable.

This is your foundation for early momentum.

This step teaches you the full process for meeting individually with customers.

Start by watching the example training video. Then use the tools below during your appointments.

This video is for training only — not part of your customer presentation.

It shows the pacing, flow, and how to use the three key questions.

These tools guide your conversation with customers.

Use this tool to calculate premiums during your appointment.

Enter the customer’s date of birth, smoker status, and plan selection.

Each rep MUST make their own copy.

Watch this video to Familiarize yourself with the NFC Platform

These steps walk you through submitting the application online after the customer chooses a plan.

Product Brochures (PDFs)

Click any brochure below to open or download.

• Short Term Accident / Sickness (Disability) (PDF)

• Accident Brochure (PDF)

• Cancer Brochure (PDF)

• Critical Illness Brochure (PDF)

• Hospital Indemnity (PDF)