AGENT TOOLS

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

AGENCY BUILDERS
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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
​CLICK TO DOWNLOAD

AGENT FIELD BINDER

CLICK TO DOWNLOAD
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WHOLE LIFE BENEFITS
CLICK TO DOWNLOAD

NEW KIND OF LIFE INSURANCE
Print and laminate this document. Use this as a tool to explain how the new kind of life insurance can benefit your client. 
CLICK TO DOWNLOAD
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RESOURCES  

​TERM LIFE UNDERWRITING GRID
​CLICK TO DOWNLOAD

​PROMOTIONAL GUIDELINES
​CLICK TO DOWNLOAD

​HEIGHT & WEIGHT CHART TERM/UL
​CLICK TO DOWNLOAD

​EQUIS CORPORATE EMAILS

​WHOLE LIFE UNDERWRITING GRID
​CLICK TO DOWNLOAD

​OVERRIDE & PRE-APPOINTMENT STATES
​CLICK TO DOWNLOAD

HEIGHT & WEIGHT CHART WHOLE LIFE
​CLICK TO DOWNLOAD

INCOME CALCULATOR