Tools & Resources

Many carriers offer a specialized niche in the market. Take time to review the information from the carriers to find the right carrier and product for your client.

Drop Ticket and iGo Solutions

XRAE
iGO Drop Ticket
iGO e-application

American General

Drop Ticket eSignature

Financial Underwriting

Living Benefits

Underwriting Advantages

Underwriting Insights

WinFlex on the Go

Master Playbook

North American

Smart Money
Buy Sell
Client Review
College Funding
Estate Planning
Executive Bonus Arrangements
Key Person
Legacy Building
Longevity Planning
Pension Maximization
Retirement Planning

Principal National Life

Layering Protection
Protectiing Insurability For the Future
Survivorship
Term Oppotunities
 Buy Sell
Key Person

Protective

Advantage Choice UL
Money Mindset Card Excercise
One Year Term At A Glance
Working With Couples
Custon Choice UL
Life Products At A Glance

Prudential

WorkLife 65 Fast Facts
A Tax Bill or a Legacy Consumer Brochure
Estate Planning eKit
Life Insurance Product Portfolio Overview
PruLife Survivorship Index UL Fast Facts
PruTerm One Fast Facts
Term Conversion Highlighter
Term Essential and Term Elite Fast Facts

Transamerica

Trendsetter LB Benefits In Action Flyer
Life Products Guide
TOP and TOP Plus Program Details
TransNavigator IUL Product Guide
TransNavigator IUL Quick Facts