ADVISOR’S DASHBOARD
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General Product Information
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Term Products
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Permanent Products
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- Executive Guaranteed Issue / Simplified Issue Guidelines
- Final Expense
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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
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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
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Mutual of Omaha
Nationwide
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One America
Penn Mutual
Principal
Protective
Prudential
SBLI
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Symetra Financial
Transamerica
United Life
Zurich
Drivetime