Need help with understanding requirements? Want to learn about specific guidelines for quoting your clients? Have an impaired risk case? Need help with the technical aspects of life or annuities? Follow these links, or call our office at (800) 605-7566
   
  Complete Field Underwriting Guide
  Inside you'll find a wealth of information, for both novice and veteran insurance producers, that can and will increase your placement ratio for Life, DI, and even LTC business.
   
  Life & Annuity Fact Finder
  Use this comprehensive piece designed to give you a complete financial picture of the client to find problem areas in both insurance and retirement planning
   
  Underwriting Criteria Guides