AGENT TOOLS

CARRIER RESOURCES
(BROCHURES, CONTACT INFO, AND HELPFUL LINKS)

NEW AGENT FIELD BINDER

TERM LIFE BENEFITS
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​TERM LIFE UNDERWRITING GRID
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​WHOLE LIFE UNDERWRITING GRID
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PRESENTATION TOOLS

These guides are tools to help you prepare for an appointment and make quick determinations for what is best for your clients.   We recommend printing a copy of each and carrying with you for reference. ​

LIVING BENEFITS
Critical, Chronic & Terminal Illness Rider Grids
Print multiple copies of each of these to use with your clients.  These documents can be personalized by adding your contact info. Current contact info on documents is just an example and should be replaced with your contact information. 

TERM LIFE BENEFITS
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AGENT FIELD BINDER

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​

                        RESOURCES  

​TERM LIFE UNDERWRITING GRID
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​PROMOTIONAL GUIDELINES
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​WHOLE LIFE UNDERWRITING GRID
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​OVERRIDE & PRE-APPOINTMENT STATES
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CGH GROUP

17302 House Hahl Road #202
Cypress, TX 77433
(713) 820-1956 (Michael)
​(713) 701-9353 (Tanya)
[email protected]
We do not disclose any personal information such as phone numbers or SMS consent with any 3rd parties for any purposes. We do not require any contact info be submitted, and any personal information given is strictly voluntary. If you provide your phone number for SMS communication, your information will not be shared with 3rd parties; any phone numbers voluntarily submitted for SMS consent will be solely used for the intended voluntary communication and will not be disclosed to other companies.