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Casework Kit
Print out the cheatsheets below & put them in your Casework Kit:
Step by Step Guide to Casework
Face Amount Guide with Go-to Products
Term Look Back Guide
Whole Life Look Back Guide
Medications
Health Matrix
Build Charts
DUI Lookback
Non-US Citizen
Random Medical Situations
Carrier Phone Numbers
Carrier Product Information
Have large sticky notes to put the casework details on your lead & intake form
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