ADVISOR’S DASHBOARD

Quick Quotes & Quick Spreadsheets – Term & Guaranteed Universal Life

Full Illustrations – Term, UL, GUL, IUL, & Whole Life

Custom Spreadsheets – Term, UL, & GUL

Extensive information about underwriting issues, including:

 

  • Underwriting Fundamentals
  • “Cheat Sheets”
  • Build Charts
  • Underwriting Guides by Carrier
  • Long Term Care and Chronic Illness Underwriting Guides
  • Asset Based Long Term Care and Chronic Illness Underwriting Guides
  • Foreign Nationals Underwriting Guides
  • Client Guides to Underwriting Issues

Commission Payment & Cycle Cutoff Information

Core Carrier Directory

Chargeback Policies

Commission on Flat Extras

Core Carrier Pre-Appointment States

E-App & Drop Ticket Platform Details

E & O Insurance

HIPAA Form

Incentive Trips

Independent Advisor Agreement

Informal Inquiry Form

Issue Guidelines for 1035 Exchanges

New York Reg 60 Processing

Reinsurance and Retention

Rolling TArget

Target Premium Locator

AIG

Americo

Ameritas

Assurity

AXA

Banner

Brighthouse Financial

Columbus Life

Foresters Financial

Gerber

Guardian

Global Atlantic

John Hancock

Lafayette Life

Lincoln Financial Group

Lloyds of London

Manhattan Life

Mutual of Omaha

Nationwide

New York Line

North American

Ohio National

One America

Penn Mutual

Principal

Protective

Prudential

SBLI

Securian Financial

Symetra Financial

Transamerica

United Life

Zurich

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