Mortgage Insurance Processing Center

Tools & Forms

NOTE:  AUDIO files will open and play quickly on your computer if you do this . . .

1. Go to your Start Button (bottom left corner of your screen)
2. Click on "Set Program Access and Defaults"
3. Click on "Custom"
4. Set the "Windows Media Player" OR "REAL Player" as your default player of choice

              <>       Mortgage Telephone Appointment Script.pdf

       Mortgage Appointment Script - Audio File  (Click on this link and please be patient while the file downloads to either Windows Media Player or REAL Player)

        Rule of 72 Presentation.pdf     Rule of 72 Presentation (fillable).pdf

       Internal Revenue Code 1035 exchange - Life Insurance.pdf  (for details on the 1035 exchange, open this file and                                          look at the bottom of page one and the top of page two of the IRS booklet.  You can print this booklet and make it part of your sales kit)

       Rule of 72 - How to Make Your Money Work for You    (Audio for Rule of 72 Presentation - click on the link and                                         please be patient while the file downloads to either your Windows Media Player or your REAL Player)

     Equity Indexed Annuity Presentation - 3 types of investments.pdf

More Sales and Planning

FORMS

   Sales Proposal page 1 2009.pdf    Sales Proposal pg two 2009.pdf

   Referral Letter to a Couple.pdf        Referral Letter (to a single person).pdf