Downloads Financial Inventory & Carrier Credibility Sheet Use this in every home, with every lead type, and fill out completely on every appointment. 10 Benefits of Final Expense Handout Print this out and give to every Final Expense Lead and Whole Life Client. Final Expense Cheat Sheet Use this to help you decide which carrier to go with. Americo HMS- 10 Features Show this to every client while gathering quotes for HMS Term. In-Home Agenda Step by step guide to properly set the table in-home. Client Profile Use this to keep accurate records of your clients. Rx Referral Card Use this to gather referrals when you give a client a prescription discount card. Acceptance Letter Give this to your clients once their application has been accepted. "I Am Your Policy" Use this to reassure your clients that they are putting their trust in the right person to protect their family. Refusal of Coverage Use this form when a client, spouse, or dependent are refusing or canceling coverage. Business Tracker Use this to track your dials and appointments booked each week.. Client Survey Use this to gather referrals from your clients after you protect them. Cremation & Burial Expense Sheet This is a breakdown of the average cost of cremation and burial services. Client Referral Form Use this to get referral information from clients. Ermergency Response Network Use this to get the information for your client’s emergency contacts.