REABER GROUP
UNIVERSITY

RGU
7 Step Start-Up Program
ON STEP
3
GET MY BAG READY
Put together my underwriting folder and field binder. Print all my forms.

Print The Carrier Applications
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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:
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FORESTERS - Strong Foundation Term & Planright FE
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GREAT WESTERN - Guaranteed Issue
- AMERICAN AMICABLE - Home Protector & Senior Choice
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CFG - Safeshield Term & Dignified Choice Elite FE
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MUTUAL OF OMAHA - Term Life Express, Living Promise, & Guaranteed Advantage
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Print The Underwriting Grids
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Print the BASIC Underwriting Grids and place in your field binder
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Print the Term and UL Simplified Underwriting Grid and place in your field binder
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Print the Final Expense Underwriting Grid and place in your field binder

Print The Sales Materials
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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.
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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
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USE THIS ON EVERY APPOINTMENT!!
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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.
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You can put there medical condition and medications and it will tell you what they qualify for.