A.) PRINT YOUR BINDER
- Contact your manger or [email protected] for the binder files
- The New Kind of Life Insurance - The Value of Mortgage Protection & Living Benefits (Click Here)
- Carrier Logos (Click Here)
- 48-48-50 : Stats to show your clients (Click Here)
- Living Benefits Grid for Term & UL (Click Here)
- Living Benefits for Whole Life (Click Here)
- Mortality Guidelines (Click Here)
D.) UNDERWRITING GRIDS: Print in COLOR and laminate OR place in clear sheet protectors and keep in your field binder.
- TERM & UNIVERSAL LIFE UNDERWRITING GRID
- WHOLE LIFE UNDERWRITING GRID
- Click here to hear Matthew Weiner explain how to use these grids.
- HEIGHT AND WEIGHT CHART- TERM & UL
- HEIGHT AND WEIGHT CHART - WHOLE LIFE
- CHF UNDERWRITING DOC
E.) REFERRAL WORKSHEET: Print multiple copies of the REFERRAL REQUEST WORKSHEET. You will ask your client to fill it out for you with friends or family members contact information whom they think may need your help with protecting their families.
F.) APPEARANCE:
- Agents should wear business casual attire in the field. A collared shirt with khakis, slacks, or dark colored jeans will suffice.
- Wear a lanyard with a print out of your license in the plastic covering.
- You can purchase an Equis branded lanyard and polo/shirt from the Equis store found in your agent dashboard if you desire.
- Reference the image below for guidance and refer to your manager for any additional details.
