Agent resources
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Transamerica – Non-Med Changes
Transamerica has changed their Non-Med availability during the Covid 19 Pandemic More -
Term Conversion Rundown
Each carrier has a different term conversion option. Here is a breakdown of how each carrier handles their conversion privilege More -
Updated Accelerated Underwriting Guidelines
Accelerated Underwriting gives some clients the ability to obtain life insurance without having to do an exam. See what carriers are offering. More -
Banner Life – Covid 19 Underwriting Response
Underwriting updates during the Covid 19 Pandemic. More -
AIG – Covid 19 Underwriting Update
April 8, 2020: Underwriting updates during the Covid 19 Pandemic. More -
Banner Life – Marketing Material
A resource of different marketing, underwriting and product information tools. More -
AIG – Generation Matters
Each client takes their own journey through the different stages of life at different ages. Their generation, however, doesn’t change. And generation matters when you’re creating a sales strategy. More -
AIG: Retire Stronger Producer Resource Website
Change the way you think about and use life insurance – safeguard your clients’ families and businesses and enjoy more financial control during uncertain economic times. More -
Principal: Business, Owner & Executive Solutions
The Business, Owner & Executive Solutions (BOES) platform is a complete package of tailored solutions to give you and your business clients and their key employees an edge, addressing the six primary areas of financial need. More -
Life Insurance Needs Calculator
When purchasing life insurance, the question really isn’t how much you need, but how much capital is needed. Leverage this great tool to help estimate expenses in case of an untimely passing. More -
AIG – Life to the Max
Learn the ins and outs of American General’s Index Universal Life products. More -
Do you have enough life insurance?
How much monthly income will your family need if something were to happen to you tomorrow? How long would it last? Leverage this great tool. More -
Genworth LTC – 2019 Cost of Care
The Genworth Cost of Care Survey has been the foundation for long term care planning since 2004. Check out the 2019 latest report. More -
Which type of LTC is right for you?
Compare the advantages and disadvantages of life insurance with TLC, long-term care and single premium. More -
Council for Disability Awareness
The Council for Disability Awareness is focused on educating working Americans about their disability risks and the need to protect their paychecks. (CDA) is a nonprofit organization dedicated to helping wage earners, so they can keep the paychecks coming even if an illness or injury forces them to stop working. More -
Personal Disability Quotient (PDQ)
The likelihood of you becoming sick or injured and unable to work is higher than you probably imagined. The PDQ is an easy way to calculate your own personal odds and discover what’s really at stake. Then we’ll give you some tips on how you can prevent disability from devastating your savings. More -
Council for Disability Awareness
The Council for Disability Awareness is focused on educating working Americans about their disability risks and the need to protect their paychecks. (CDA) is a nonprofit organization dedicated to helping wage earners, so they can keep the paychecks coming even if an illness or injury forces them to stop working. More -
Cigar Use Guidelines
Did you know that your clients can get a non-tobacco rating on their life insurance, even if they are using some forms of tobacco? The attached Guideline will help fit cigar smokers with competitive carriers. More -
Marijuana Guidelines
Every life insurance company handles marijuana use differently. The attached guide will help you place your clients with the most competitive carrier for their unique situation. More -
Life Happens: Disability Awareness
Check out the Life Happens resource. This covers the disability insurance topic and how your clients’ ability to earn a living is far and away their largest asset. Help them learn more on how to protect that valuable resource. More -
Life Happens: Disability Income Calculator
This simple tool estimates the income you would need to maintain your current standard of living should you become disabled and unable to work. More -
Principal: Disability Income Protection
With disability income insurance from Principal Life Insurance Company, a member company of the Principal Financial Group®, you can protect your financial health from a loss of income due to illness or injury. More