The Desk Kit

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The Call
14 pages, built 2026-09-10 — your aged open fused with the house Mortgage Call to Close script. Those two sources only, every heading tagged YOURS or HOUSE, nothing invented. Open, rebuttals, role block, discovery, the beneficiary sequence, payoff vs payment, quotes, closing objections, application, banking, cementing, referral.
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Field Underwriting Guide
11 pages, v2 — the 90-second method and the ten questions, 48-drug medication dictionary, the 15 MA-writable carriers, condition-to-carrier matrix, knockouts, tobacco quit periods, build chart.
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The rest of the kit

The Master Call12 pp, + underwriting Rebuttal card18 objections Product & field underwriting2 pages House script v7desk copy Loan-officer opener & cardsreferral channel Daily dial logdeal a day Calling rules card1 page

Unlisted. Internal reference only — not client-facing, not compliance-approved for distribution.
Currency check ran 2026-09-07: SBLI Living Legacy discontinued 03-09; Americo Eagle Select 1/2/3 replaces Eagle Premier/Guaranteed; Foresters PlanRight is paper-only in MA. Corebridge MA availability unconfirmed.