ADVISOR’S DASHBOARD

Quick Quotes & Quick Spreadsheets – Term & Guaranteed Universal Life

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

Custom Spreadsheets – Term, UL, & GUL

Underwriting Cheat Sheets
  • Accelerated Underwriting Programs
  • Aviation Guidelines
  • Avocation Guidelines and Exclusions
  • Bankruptcy History Guidelines
  • Blood Pressure Guidelines
  • Breast Cancer (BRCA) Positive Guidelines
  • Business Insurance Underwriting
  • Cancer History Guidelines
  • Cholesterol Guidelines
  • Credit, Tax, and Bankruptcy Database Checks
  • Driving History Guidelines
  • Estate Growth Guidelines
  • Family History Guidelines
  • Financial Supplement Required Guidelines
  • Foreign National Guidelines
  • Income Replacement Guidelines
  • Informal Submission Guidelines
  • Inspection Report Guidelines
  • Juvenile Face Amount Limit Guidelines
  • Life Settlement History Guidelines
  • Marijuana Usage Guidelines
  • NT Pro Bnt Testing Guidelines
  • Older Age Rate Class Guidelines
  • Premium Financing Guidelines
  • Premium Ratio Guidelines
  • Professional Athletes
  • QuickQuote Submissions Guidelines

 

Full Underwriting Guides by Carrier

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