Tool Box

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

 Agent Carrier Commission Schedule - click here

Annuity Funded Life Insurance Fact Finder - click here

Business Succession Planning - click here

Consumer Needs Analysis - click here

Cigar Smokers - click here

In-Force Ledger Request Letter - click here

Improve your Rating Programs - 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 - click here

Policy Review - 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.