Resource Library

Access Jim Effner’s library of takeaways and downloadable resources below. These resources are designed to provide you with practical reference guides to reinforce the courses on P2P Academy and actionable tools to grow your business. Browse all the resources below or use the tabs to sort by topic.

Critical Think Time Worksheet

Critical think time worksheet for brainstorm sessions.

DOWNLOAD

Feed List Template

Sample feed list PDF for prospecting and referrals.

DOWNLOAD

Financial Security Checklist

One-page financial security checklist summary.

DOWNLOAD

Life Insurance Need Worksheet

One-page fillable PDF for simple calculation of life insurance needs.

DOWNLOAD

Prospecting Language Script

Jim’s script for prospecting and favorable introductions.

DOWNLOAD

Sample Nomination Email

Sample template email for clients to provide referrals to you.

DOWNLOAD

Sample Quiet File Letter

Sample letter to “quiet file” a client.

DOWNLOAD

The Prospecting System

One-page summary of Jim’s 8-step prospecting system.

DOWNLOAD

The Phoning System

One-page summary of phoning & calendar management system.

DOWNLOAD

The Fact Finding System

One-page summary of Jim’s 9-step fact finding system.

DOWNLOAD

The Planning System

One-page summary of Jim’s 7-step planning system.

DOWNLOAD

The Implementation System

One-page summary of Jim’s 6-step implementation system.

DOWNLOAD

The Annual Review System

One-page summary of Jim’s 7-step annual review system.

DOWNLOAD

Phoning Language Script

Phoning language for calling prospects and referrals.

DOWNLOAD

Approach Language Script

Kickoff your meetings with prospects and referrals with “The Approach.”

DOWNLOAD

The Prospecting System

One-page summary of Jim’s 8-step prospecting system.

DOWNLOAD

Sample Nomination Email

Sample template email for clients to provide referrals to you.

DOWNLOAD

Prospecting Language Script

Jim’s script for prospecting and favorable introductions.

DOWNLOAD

Feed List Template

Sample feed list PDF for prospecting and referrals.

DOWNLOAD

The Phoning System

One-page summary of phoning & calendar management system.

DOWNLOAD

Phoning Language Script

Phoning language for calling prospects and referrals.

DOWNLOAD

The Fact Finding System

One-page summary of Jim’s 9-step fact finding system.

DOWNLOAD

Financial Security Checklist

One-page financial security checklist summary.

DOWNLOAD

Approach Language Script

Kickoff your meetings with prospects and referrals with “The Approach.”

DOWNLOAD

The Planning System

One-page summary of Jim’s 7-step planning system.

DOWNLOAD

Life Insurance Need Worksheet

One-page fillable PDF for simple calculation of life insurance needs.

DOWNLOAD

The Implementation System

One-page summary of Jim’s 6-step implementation system.

DOWNLOAD

Financial Security Checklist

One-page financial security checklist summary.

DOWNLOAD

The Annual Review System

One-page summary of Jim’s 7-step annual review system.

DOWNLOAD

Sample Quiet File Letter

Sample letter to “quiet file” a client.

DOWNLOAD

Financial Security Checklist

One-page financial security checklist summary.

DOWNLOAD

Critical Think Time Worksheet

Critical think time worksheet for brainstorm sessions.

DOWNLOAD

Life Insurance Need Worksheet

One-page fillable PDF for simple calculation of life insurance needs.

DOWNLOAD

Prospecting Language Script

Jim’s script for prospecting and favorable introductions.

DOWNLOAD

Sample Nomination Email

Sample template email for clients to provide referrals to you.

DOWNLOAD

All

Critical Think Time Worksheet

Critical think time worksheet for brainstorm sessions.

DOWNLOAD

Feed List Template

Sample feed list PDF for prospecting and referrals.

DOWNLOAD

Financial Security Checklist

One-page financial security checklist summary.

DOWNLOAD

Life Insurance Need Worksheet

One-page fillable PDF for simple calculation of life insurance needs.

DOWNLOAD

Prospecting Language Script

Jim’s script for prospecting and favorable introductions.

DOWNLOAD

Sample Nomination Email

Sample template email for clients to provide referrals to you.

DOWNLOAD

Sample Quiet File Letter

Sample letter to “quiet file” a client.

DOWNLOAD

The Prospecting System

One-page summary of Jim’s 8-step prospecting system.

DOWNLOAD

The Phoning System

One-page summary of phoning & calendar management system.

DOWNLOAD

The Fact Finding System

One-page summary of Jim’s 9-step fact finding system.

DOWNLOAD

The Planning System

One-page summary of Jim’s 7-step planning system.

DOWNLOAD

The Implementation System

One-page summary of Jim’s 6-step implementation system.

DOWNLOAD

The Annual Review System

One-page summary of Jim’s 7-step annual review system.

DOWNLOAD

Phoning Language Script

Phoning language for calling prospects and referrals.

DOWNLOAD

Approach Language Script

Kickoff your meetings with prospects and referrals with “The Approach.”

DOWNLOAD

Prospecting

The Prospecting System

One-page summary of Jim’s 8-step prospecting system.

DOWNLOAD

Sample Nomination Email

Sample template email for clients to provide referrals to you.

DOWNLOAD

Prospecting Language Script

Jim’s script for prospecting and favorable introductions.

DOWNLOAD

Feed List Template

Sample feed list PDF for prospecting and referrals.

DOWNLOAD

Phoning & Calendar Management

The Phoning System

One-page summary of phoning & calendar management system.

DOWNLOAD

Phoning Language Script

Phoning language for calling prospects and referrals.

DOWNLOAD

Fact Finding

The Fact Finding System

One-page summary of Jim’s 9-step fact finding system.

DOWNLOAD

Financial Security Checklist

One-page financial security checklist summary.

DOWNLOAD

Approach Language Script

Kickoff your meetings with prospects and referrals with “The Approach.”

DOWNLOAD

Planning

The Planning System

One-page summary of Jim’s 7-step planning system.

DOWNLOAD

Life Insurance Need Worksheet

One-page fillable PDF for simple calculation of life insurance needs.

DOWNLOAD

Implementation

The Implementation System

One-page summary of Jim’s 6-step implementation system.

DOWNLOAD

Financial Security Checklist

One-page financial security checklist summary.

DOWNLOAD

Annual Reviews

The Annual Review System

One-page summary of Jim’s 7-step annual review system.

DOWNLOAD

Sample Quiet File Letter

Sample letter to “quiet file” a client.

DOWNLOAD

Financial Security Checklist

One-page financial security checklist summary.

DOWNLOAD

General

Critical Think Time Worksheet

Critical think time worksheet for brainstorm sessions.

DOWNLOAD

Life Insurance Need Worksheet

One-page fillable PDF for simple calculation of life insurance needs.

DOWNLOAD

Prospecting Language Script

Jim’s script for prospecting and favorable introductions.

DOWNLOAD

Sample Nomination Email

Sample template email for clients to provide referrals to you.

DOWNLOAD