Document Access

  • Click the + for the drop-down of categorized documents.
New Business Transmittal

We don’t require a transmittal to accompany your new business but many consider it a “best practice”. Below is a “fill-able” transmittal form for your convenience. You are free to use it, your own form, or none at all.

New Business Transmittal

Term Conversion Privileges
Advisor Chargeback Policy

This spreadsheet reflects the chargeback durations of each major carrier along with a quick reference section on upline chargeback responsibility.

Advisor Chargeback Policy

Informal Inquiry

Below is our latest form for informal inquiries.

Informal Inquiry Questionnaire