Life & Annuity


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
Here 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

Life Insurance Needs Calculator


Key-Person Life Insurance Basics

Small Business Life Insurance Planning

Underwriting Criteria Guides by Carrier- Updated January 2015
General Underwriting Guides by Carrier- Updated July 2015
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