Product Specs & Underwriting Tools

Product Specs & Underwriting Tools

As a life brokerage general agency we feel it is essential that our brokers have access to the most up to date insurance product specs, underwriting guidelines, and impaired risk tools.

Product Specifications

You can view product details such as: Issue Ages, Policy Fees, State Availability, Riders, Conversion Options and More. This feature is available for many of our lines of business including Life Insurance and Annuities.

  Life Underwriting Guidelines

Underwriting details are available for Height/Weight Charts, Motor Vehicle History, Family History, Blood Pressure/Cholesterol, Tobacco Use, and More.

  Marketing Materials Library

We have published an extensive library of Training Modules, Sales Scripts, Template Marketing Pieces, Carrier Marketing Materials to help you stay on the leading edge of product and sales concepts.