The following marketing resources are available to assist certified W&R advisors in their efforts to market health insurance to clients and prospects
* The Customizable Prospecting Sheet is a PDF that accepts data entry. You can personalize the sheet with your own contact information by simply clicking on the fields in the gray contact box in the bottom right corner. Once your information in entered, click "File", "Print", then select the option that allows you to print PDFs and when prompted, save the file to your computer.
** These presentations are password protected. For best results, save the presentation to your computer and utilize the read-only function. They include detailed "notes pages" for use in presenting to clients and prospects.