Agent Resources


An all-in-one software suite to increase placement & persistency in your business!

Download The Needs Analysis Worksheet

The essential tool to guide you in connecting, underwriting, quoting and closing business.

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.

Carrier Quote Calculators

Quick access to many Carrier Quoting Apps and Sites. Quote simplified term, final expense, and some universal life products easily.

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.

Access the Medications A-Z List

Lookup any medications your client is or has taken, to help properly underwrite and successfully place coverage.

Paper Applications Library

Download and print paper applications for face-to-face sales. Organized by state and carrier for quick location.