ADVISOR’S DASHBOARD
- Quotes, Illustrations, & Spreadsheets
- Product Information Resources
- Underwriting Essentials
- Practice and Business Management Information
- Resources By Carrier
- Education Resources
Quick Quotes & Quick Spreadsheets – Term & Guaranteed Universal Life
Full Illustrations – Term, UL, GUL, IUL, & Whole Life
Custom Spreadsheets – Term, UL, & GUL
General Product Information
- Child Rider Details
- First Year Premium Restrictions
- Life Insurance in Qualified Plans
- Maximum Age and Issue Calculation
- New York Products by Carrier
- Premium Deposit Account
- Product Availability by State
- Product Type by Carrier
Term Products
- Available Riders – Term Products
- External Term Conversions
- Term Conversion Privileges
- Term Face Amount Reduction Guidelines
Permanent Products
- 1035 Exchanges with an Outstanding Loan
- 1035 Issue Guidelines
- Available Riders – Permanent Products
- Executive Guaranteed Issue / Simplified Issue Guidelines
- Final Expense
- Indexed Universal Life Product Features
- Middle Market Simplified Issue
- Return of Premium Rider Details
Asset Based Long Term Care Products
Disability Income Products
Annuity Products
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
Drivetime