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
Complete Field Underwriting Guide (please note: this file may take a few minutes to load)
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
Life Insurance Needs Calculator
Key-Person Life Insurance Basics
Small Business Life Insurance Planning