Skip to the content
Cardinal Financial Services, LLC
aka The Cardinal
Menu
WEEKLY CALLS
Daily Coaching Call; M-F 10AM ET
Path To 5k; MON 11AM ET
New Agent Call; THUR 9AM ET
Builders Call; FRI 1PM ET
Menu
Agent Resources
SIGN UP FOR YOUR FREE INSURANCE TOOLKIT
An all-in-one software suite to increase placement & persistency in your business!
Equis Agent's Insurance Toolkit
Download The Needs Analysis Worksheet
The essential tool to guide you in connecting, underwriting, quoting and closing business.
Needs Analysis Worksheet
Access Risk Analysis Resources
These tools and contacts assist you to properly evaluate the client's situation and identify the carriers and plans that they may qualify for.
Risk Assessment Resources
Carrier Quote Calculators
Quick access to many Carrier Quoting Apps and Sites. Quote simplified term, final expense, and some universal life products easily.
Carrier Quote Calculators
Download The CRM Brochure
Use this tool to find additional financial needs to serve the client will, with the help of a Retirement Solutions Specialist.
CRM Brochure PDF
Access the Medications A-Z List
Lookup any medications your client is or has taken, to help properly underwrite and successfully place coverage.
Medications A-Z List
Paper Applications Library
Download and print paper applications for face-to-face sales. Organized by state and carrier for quick location.
Paper Applications