New Representative Training

As a new representative your career is dependent, on 1 thing.  Connecting with people. There is no other task more important to have a successful, thriving business.  Product knowledge, sales strategy, marketing, customer service are all secondary tasks.

Quick Backoffice Tutorial - Get the most out of this resource

KEEP UPDATED Check your email for reminders for future trainings or important updates

Please submit your Pamana Enrollments: via secure email (preferred) to jesusb@plansforlife.email or via fax to 1-888-247-7540

First - Get Certified and Registered for the Pamana Portal

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Pamana Certification Slides

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Sign Certification Attestation

Once Signed Download For Your Records

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Register your Pamana Portal Account (Use to Track Submitted Business)

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Business Transmittal Form (Use to Submit Business)

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Commission Calculator

Used only to calculate POTENTIAL commissions for sustained activity for a period of 12 months

Second - Launch your Business - Start your Marketing

We HIGHLY RECOMMEND you start your sales with your WARM market.  Your warm market are people you know.  WHY?  Because that will allow you to gain further experience before working with those you whom you don't know.

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Pamana Prospect Survey  (Best Used in a Home Meeting Event)

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Make a list using your Existing Warm Market (Memory Jogger)

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Test Drive the Online Survey Tool

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Online Quoting

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Download the Pamana Explainer Video so you can show a prospective client how Pamana Funeral Plans can deliver for them in their time of need

Create Your Own Survey Tool

Click the button above to setup your own (copy our form)


Continue Exploring And Learning Other Ways to Market.  Using Multiple Methods to Create A System Is Recommended.  This Way Your Marketing Is Leveraged And Leads Are Coming From Multiple Methods.

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Market Door to Door

Coming Soon!

How to Market using FACEBOOK ADS

Coming Soon!

How to Market through Associations

Coming Soon!

How to Market through Networking Groups

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Referral Strategies, Tips and Best Practices

Coming Soon!

How to Market via Events

Coming Soon!

Indirect Marketing

Coming Soon!

Advertising through Postings

Coming Soon!

Raffle Box Marketing


Please submit your Pamana Enrollments: via secure email (preferred) to jesusb@plansforlife.email or via fax to 1-888-247-7540


NEXT - EXPAND your Business to the next level by working with Groups

We URGE you delve into the group market as soon as you have a few sales under your belt.  You will grow massive volume working through groups.  Focus on groups under 20 employees so you can deal with a more accessible business owner.

Law of Production-Production Requires Constant Activity

Group Training #1- Getting Started

Group Training #2- Scheduling the Appointments for Groups

Group Training #3- Presenting To The Employer

Group Training #4- Enrolling the Employee


Please submit your Pamana Enrollments: via secure email (preferred) to jesusb@plansforlife.email or via fax to 1-888-247-7540