Practical field guides for life insurance agents
Browse paid downloads from Jack Jameson Life Academy, add the guides you want to your cart, and check out once.
Each Jameson Field Guide is built to help life insurance agents improve real client conversations, strengthen follow-up, and handle common sales moments with more confidence.
Build your agent toolkit one guide at a time
These downloadable resources are made for life insurance agents who want simple, usable help they can apply in the field. Choose one guide or add several to your cart before checking out.
More Jameson Field Guides will be added over time, so this page can keep growing as new guides are created.
Don’t Be a One-and-Done Agent
$19
A practical guide to help life insurance agents avoid one-time client interactions and create better follow-up opportunities.
Use this guide to strengthen your approach after the first conversation, stay useful to prospects, and build more consistent client relationships.
Don’t Be a One-and-Done Agent
A practical field guide to help you stay connected after the sale, conduct meaningful annual life reviews, and uncover new opportunities as your clients’ lives change. Includes an annual review checklist, follow-up strategy, and ready-to-use client language.
$19.00 USD
The Life Insurance Conversation Starter
$19
A field guide for starting clearer, more natural life insurance conversations with prospects and clients.
Use this resource when you need a simple way to open the conversation, explain why life insurance matters, and move toward a productive next step.
The Life Insurance Conversation Starter
Simple, natural language to help you bring up life insurance without making it awkward. Get ready-to-use questions, follow-up language, and practical ways to start better life insurance conversations.
$19.00 USD
The Life Insurance Objection Handling Guide
$19
A practical guide to help life insurance agents respond to common objections with clarity and confidence.
Use this resource to prepare for hesitation around cost, timing, need, trust, and decision-making so you can keep the conversation helpful and on track.
The Life Insurance Objection Handling Guide
Practical responses to the most common life insurance objections. Simple, natural language to help you keep the conversation going without sounding pushy or scripted.
$19.00 USD
Add the guides you want. Check out once.
- Choose any Jameson Field Guide and select Add to Cart.
- Keep browsing and add more guides if you want more than one download.
- When you are ready, review your cart and complete one checkout.
- After purchase, your downloads will be available through Kajabi.
Start with the guide that matches the conversation you want to improve next
Add one guide, or build your toolkit with all six.
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The Annual Review Field Guide
$19
A practical guide to conducting better life insurance annual reviews, uncovering new needs, strengthening client relationships, and finding new opportunities.
Use this resource to reconnect with existing clients, identify life changes and coverage gaps, and turn annual reviews into meaningful conversations.
The Business Life Insurance Field Guide
$19
A practical guide to identifying business life insurance opportunities, starting better conversations, and helping owners fund buy-sell and key person needs.
Use this resource to uncover business protection needs, ask better questions, and help business owners put a plan in place.
The Juvenile Life Insurance Field Guide
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$19
A practical guide to helping parents and grandparents understand juvenile life insurance, protect future insurability, take advantage of young-age pricing, and build value for the future.
Use this resource to start better conversations about protecting a child’s future and explain the three key reasons families may want to put coverage in place while they’re young.
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 The Life Conversation Playbook
$29
A practical, step-by-step playbook to help agents start better life insurance conversations, uncover real needs, make clear recommendations, and build a repeatable life habit.
Use this resource to strengthen the entire conversation—from opening the door and discovering the need to handling objections, following up, and protecting more families.
The Producer Playbook
$29
A practical playbook packed with simple tools producers can use immediately to create more life insurance conversations, uncover needs, handle objections, and find more opportunities.
FARMERS-SPECIFIC FIELD GUIDES
For Farmers agents only. Practical tools built around Farmers life products, processes, and opportunities.
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Life Application Cheat Sheet
$19
A quick-reference guide built specifically for Farmers agents to help gather the right information, avoid common application mistakes, and submit cleaner life business.
Use this guide to stay organized during the application, catch important underwriting details, and remember key setup items like credit card selection and Accelerated Death Benefit options. Â
Replacement Toolkit
$19
A practical Farmers-specific guide to help agents identify replacement opportunities, compare existing coverage, and start better policy review conversations.
Includes replacement strategy, key opportunities to look for, and ready-to-use phone, text, and email outreach scripts.
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Return of Premium Term: Simple Talking Points
$19
A practical Farmers-specific guide to help agents explain regular term and Return of Premium Term in a simple, client-friendly way.
Includes a side-by-side net-cost example, key talking points, Accelerated Death Benefit reminders, and a ready-to-use client script.
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Whole Life - Agent Desk Cheat Sheet
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$19
A practical Farmers-specific guide to help agents explain whole life insurance simply and confidently.
Includes premium options, cash value basics, key riders, who may be a fit, conversion opportunities, and a simple client explanation.
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IUL Quick Guide & Talking Points
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$19
A practical Farmers-specific guide to help agents explain indexed universal life simply and confidently.
Includes funding basics, cash value access, level vs. increasing death benefit, rider reminders, who may be a fit, and simple talking points for client conversations.
Conversion Talking Points
$19
A practical Farmers-specific guide to help agents recognize conversion opportunities, explain the value of converting existing term coverage, and have clearer client conversations before conversion windows close.
Includes key conversion advantages, client talking points, planning reminders, and agent notes to help position conversions appropriately.
