I'm Frank DiMasi, the author of The Simple Lead Generation Playbook. After becoming a licensed life insurance broker, I needed a practical routine for choosing an audience, starting appropriate conversations and following through. I created this guide to organize the lessons I was learning into a process another new broker, agent or client-facing professional could use.

Thank you for reading and putting the worksheets to work. This independently published product teaches a process; it does not provide consumers who requested insurance quotes or promise leads, customers, sales or income. No employer, association or professional organization endorsement is implied.