Legacy Leaders Nest
Merritt Financial • Team Resources
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Internal use only • Prescott, AZ
Team Resource Library
Internal playbooks, SOPs, and training materials for the Merritt Financial team. Select a module below to get started.
1
Dual Account Setup SOP
How to set up & manage separate accounts for recruiting vs. annuity clients
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2
Recruiting Playbook
Complete system: profile optimization, ads, DM scripts, HI framework, metrics & scaling
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3
Annuity Lead Generation Playbook
Ad scripts, VSSL, sales call framework, GHL pipeline & nurture sequences for annuity clients
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4
How to Run Ads (Meta & TikTok)
Button-by-button walkthrough for creating campaigns, targeting, launching, reading results & scaling
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1
Annuity Presentation Script
Step-by-step client presentation walkthrough
2
IUL Sales Script
Index Universal Life sales framework
3
Objection Handling Master Guide
Every objection documented with response frameworks
1
New Agent Onboarding Checklist
Day 1 through Day 30 action items
2
Licensing Study Guide
Resources, timeline & study plan for state exam
3
GFI Platform Walkthrough
How to navigate the GFI platform & back office
1
GHL Pipeline & Automation Setup
Complete CRM configuration guide
2
Appointment Setter Training
How to hire & train a VA for DM qualification
3
Weekly Reporting Dashboard
How to track all metrics & run weekly reviews