Resources

Level Up Sales Resources

Every training, script, fact sheet and download that helps Level Up agents succeed with digital leads.

Start Here

Training and licensing essentials for every Level Up agent.

Sales TrainingAdvisorVerified AcademyOpen Price List of Non-Resident Insurance LicensesPDF downloadGet Level Up Leads — Licensed StatesImage downloadGet

General Life

Fact sheet, scripts, graphics and intake forms for General Life leads.

General Life Fact SheetPDF downloadGet General Life Phone Script (One Call Close)PDF downloadGet General Life Appt Setting Phone ScriptPDF downloadGet Living Benefits GraphicsZIP downloadGet Term vs. Permanent GraphicImage downloadGet MemesZIP downloadGet Client Intake FormGeneral Life & Warm Up leadsGet ObjectionsPDF downloadGet

Mortgage Protection

Everything you need to work Mortgage Protection leads end to end.

Mortgage Protection Fact SheetPDF downloadGet Mortgage Protection Appt Setting ScriptOpen scriptOpen Mortgage Protection Role & Purpose ScriptPDF downloadGet Mortgage Protection Client Intake FormPDF downloadGet Living Benefits GraphicsZIP downloadGet Term vs. Permanent GraphicImage downloadGet MemesZIP downloadGet

IUL

Fact sheet, scripts, intake form and visuals for IUL and retirement conversations.

IUL Fact SheetPDF downloadGet IUL & Retirement Phone ScriptsOpen scriptOpen IUL Client Intake FormPDF downloadGet Living Benefits GraphicsZIP downloadGet Term vs. Permanent GraphicImage downloadGet