Forms & Manuals (Downloadable)
常用文件下载
常用文件下载
April's eBook Library 电子书库（PDF）
The Script Book
Person Financial Analysis Form
The GX Program Introduction (PPT)
The Associate Guide Book
暖身和邀约话术集
Client data collecting form 客户资料收集表
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English Version (PDF)
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Life Insurance Data Intake form English version in Word Document (.docx)
保险客户信息收集表中英版（.docx）
Annuity Data Intake form Word Document (.docx)
Annuity data intake form in PDF format
One-page Flyers 一页纸宣传单 （Personalizable）
FIQ Notebook For Teens
Dollar Cost Averaging Forms
(Trans and Nationwide)
Transamerica IUL DCA example (filled example )
Transamerica IUL DCA Form (blank form)
Nationwide IUL DCA example (filled example)
Nationwide IUL DCA Form (blank form)
(Trans and Nationwide)
Transamerica IUL DCA example (filled example )
Transamerica IUL DCA Form (blank form)
Nationwide IUL DCA example (filled example)
Nationwide IUL DCA Form (blank form)
What to do when a loved one passes away?
Personal experience and tips on estate settling (PDF, downloadable)
Personal experience and tips on estate settling (PDF, downloadable)
朋友的父母2020年先后过世，她分享了处理后事和遗产的程序/待办事项清单和关于生前应该做些什么准备，以便家人在身后容易些。 本人在处理完父亲后事之后，也结合自己的经验做了少量改动。
点此下载中文文件
点此下载中文文件
