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.
** PDFs of the Individual Presentations have been provided in two formats for your convenience. The Broker version contains talking points for discussion. The Employer version contains the slides only.