7 Step Start-Up Program

Print The Carrier Applications

​

• Visit the Equis Carrier Resources and find the 5 carriers listed below and ONLY PRINT the product applications listed below.  MAKE 2 COPIES OF EACH:

• • FORESTERS - Strong Foundation Term & Planright FE

  • GREAT WESTERN - Guaranteed Issue

  • AMERICAN AMICABLE - Home Protector & Senior Choice

  • CFG - Safeshield Term & Dignified Choice Elite FE

  • MUTUAL OF OMAHA - Term Life Express, Living Promise, & Guaranteed Advantage

Print The Underwriting Grids

 

​

• Print the BASIC Underwriting Grids and place in your field binder

• Print the Term and UL Simplified Underwriting Grid and place in your field binder

• Print the Final Expense Underwriting Grid and place in your field binder

Print The Sales Materials

​

• Print and study each of the separate sales sheets.  Use these ONLY when needed.  These are great to refer to when sitting with clients to help VISUALLY answer a question for them.

• If you don't know the answer to a question, use the sales materials to help guide you and come across confident to the client.

Access My Virtual Underwriting Toolkit

​​

• USE THIS ON EVERY APPOINTMENT​​!!

• We have partnered with Insurance Toolkit to provide our agents state-of-the-art underwriting technology.  This tool will help assist you in qualifying your clients for coverage.

• You can put there medical condition and medications and it will tell you what they qualify for.