Tool Box

Here are some tools to help you position your clients with the proper carrier.

 

When do I get PAID? –click here

Annuity Funded Life Insurance Fact Finder – click here

Access Benefit/LTC/Accelerated Riders – click here

Auto-Bind/Retention and Jumbo Limits – click here

Business Succession Planning – click here

Consumer Needs Analysis – click here

Cigar Smokers – click here

Excess Premium Restrictions – click here

In-Force Ledger Request Letter – click here

Indexed Universal Life Resources – click here

Indexed Universal Life Comparison – click here

Indexed Universal Life Translated Assumption – click here

Indexed Universal Life Tailored Sales Strategies – click here

Life Policy Review – click here

Niches for Your Challenging Cases – click here

Non-Smoking Rates / Waiting Periods – click here

Performance Evaluation – click here

Pre-Screening Questionnaire for Life Insurance – click here

Pre-Screening Questionnaire for Disability Income Insurance – click here

Policy Review – click here

Product Overview – click here

Quote Request Form – click here

Who Do I Call? – click here

Need another tool that’s not listed?  Please call us at 1-800-746-3544.

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