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One Card System

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  1. One Thousand Clients

    One Thousand Clients

    $18.00

    A handy journal that serves as a permanent record of your most valuable asset — your growing client base. One Thousand Clients is indispensable for helping producers master the client building approach of the One Card System. Learn More
  2. OCS Index Tabs

    OCS Index Tabs

    $18.00

    Additional index tabs for use in keeping information organized in your OCS file box. Learn More
  3. OCS File Box

    OCS File Box

    $31.00

    This sturdy, attractive box will hold more than 1,000 cards so you can effectively manage your communications with Suspects, Prospects, and Clients. Quick and easy access to the information you need puts you in the position to maximize your sales and build your Client list quickly. Learn More
  4. OCS Fact Forms Confidential Questionnaire

    OCS Fact Forms Confidential Questionnaire

    $33.00

    Use these 6-page forms to capture the vital information needed to develop accurate, effective proposals. Learn More
  5. Managing Through the One Card System

    Managing Through the One Card System

    $112.00

    Managing Through the One Card System provides step-by-step instructions for managing one or many financial representatives using the One Card System, the most successful practice management system.

    Learn More

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