Perfect First Appointment Script

Perfect First Appointment Script; This script is designed to guide you through a flexible conversation with prospects during their first meeting. It emphasizes building trust, understanding the prospect’s needs, and educating them on the importance of tailored financial planning. Review this script frequently and keep it in mind when meeting a prospect for the first time.

Become The Bank Data Sheet

AJF Bank data sheet; The core of the AJF system is to help people on their journey to financial freedom. The AJF Bank data sheet provides the agent with a tool to properly gather all of a client’s pertinent financial information. This information is critical for proper case design and to accurately provide the clients with specific recommendations to meet their …

Best Results For a Medical Exam

Best Results for a Paramedic; A paramedic exam is something most clients are not familiar with. Some maybe apprehensive about taking an exam. This form helps explain the process and helps your client prepare for the exam. You may find many of the recommendations to be common sense. They’re not to the client though. This maybe their first such exam!! This …

Spending Planner

Spending Planner: Most people don’t track their money or their spending. This form helps people become aware of where their hard-earned dollars are going. By filling in this form your client will become aware of their money habits and how they tie into their financial goals. Keep in mind this is another area to display great empathy.  No judgement here, just …

Simple Needs Analysis

Simple Needs Analysis:  At the end of most life insurance applications is the agent report. One question that every agent is required to answer is “How was the death benefit of the life insurance application determined?” Some even actually ask was a needs analysis performed. Therefore, the needs analysis is a critical tool in every agent’s toolbox.  Please download this form and work …

The 5 M’s

The AJF 5 M’s: At the core of any successful business is its knowledge of its client profile. AJF has found the people who are Married, Mortgaged, have Mouths to feed, are Motivated and yes make Money are our best prospects. For you the agent we recommend that you initially print out a number of copies of this sheet. Go through your contacts in your cell …