What You Need To Succeed
Getting Connected
Getting Connected
Weekly Meeting &
Training Schedule
Thursday
Live Dials
8:00 AM EST
AMS 10:00 AM
Agency Team Meeting
5:00 PM EST
Weekly Meeting & Training Schedule
Thursday
Live Dials
8:00 AM EST
AMS 10:00 AM
Agency Team Meeting
5:00 PM EST
Sharpen Your Skills
Sharpen Your Skills
Scripts
Dial Tracker
Training Guides
Product Training
Agent Technology
Insurance Toolkit is an app that will help you match carriers to clients based on their age, health, budget, and other parameters.
Calltools is a popular autodialer to assist agents with contacting their leads and prospective clients.
Parting.com is a free website that makes it easy to show clients the average local costs for final expenses. This is a useful presentation tool when discussing FEX products.
VirtualCRM is a popular crm to automate your life insurance business and close more deals. Each account comes with a personalized agent credibility website as well as an agency website. Text and email nurture campaigns come pre-built and white labeled ebooks.
Promotional Guidelines
Carriers & Underwriting
Underwriting Cheat Sheets
Americo
Americo Phone : 1-800-231-0801
Eagle Premier In-Home Approval Number : 855-248-8327
Mouth Swabs: 800-882-1922 to complete Training for Saliva www.salivatraining.com
New Business Email: [email protected]
American Amicable
Occidental life 1-800-736-7311
Phone interview 1-866-719-2024
Fax number 1-254-297-2100
Aetna
Phone : (866) 272-6630
Fax : (877) 380-2777 (only for application using EFT)
Email : [email protected]
AIG
Sale Support : 1-800-677-3311 prompt 2
Contracting : 1-800-247-8837
New Business Fax: 1-866-581-6944
Athene
Phone: 855-428-4363
Fax: 866-709-3922 [email protected]
New Business Fax: 1-866-709-3921
Foresters
Phone : 1-866-466-7166
Agent Hotline: 1-877-622-4249
New Business Fax: 1-877-329-4631
Global Atlantic
Sale Support : 1-855-887-4487 option 3 [email protected]
Contracting : 1-855-887-4487 option 7 [email protected]
New Business Fax: 1-800-395-9238
New Business Email: [email protected]
John Hancock
Pre-Sale Agent Support 866-595-7361, option 1
Technical questions with eApp process 866-595-7361, option 4
Licensing questions 866-595-7361, option 2 [email protected]
Post Sale Support: 1-888-333-2659
Liberty Bankers
800-604-8002 (Phone)
888-525-5002 (Fax)
Prosperity
Prosperity: 1-866-380-6413
Aptical Phone interview 1-800-737-6972
Fax number 1-866-331-3074
Mutual Of Omaha
Sales : 1-800-693-6083
Mutual of Omaha Agent Hotline: 1-800-867-6873
New Business Fax: 1-402-997-1800
Phoenix
Agent Hotline: 1-800-417-4769
Life New Business Fax: 816-527-0053
Annuity New Business Fax: 816-221-9674
New Business Emails; Life: [email protected]
Annuity: [email protected]
Transamerica
Immediate, 10 Pay & Easy Solution Underwriting Guide
Sales : 1-877-234-4848
Agent Hotline: 1-877-234-4848
New Business Fax: 1-866-834-0437
Royal Neighbors
Phone : 1-800-770-4561
Fax 1 st Piece 866-787-1450
In home approval # : 1-866-281-9228
Columbian Financial Group (CFG)
Agent Hotline: 1-800-305-1335
New Business Fax: 1-877-270-3266
Carrier Tools & Underwriting
Underwriting Cheat Sheets
Americo
Americo Phone : 1-800-231-0801
Eagle Premier In-Home Approval Number : 855-248-8327
Mouth Swabs: 800-882-1922 to complete Training for Saliva www.salivatraining.com
New Business Email: [email protected]
American Amicable
Occidental life 1-800-736-7311
Phone interview 1-866-719-2024
Fax number 1-254-297-2100
Aetna
Phone : (866) 272-6630
Fax : (877) 380-2777 (only for application using EFT)
Email : [email protected]
AIG
Sale Support : 1-800-677-3311 prompt 2
Contracting : 1-800-247-8837
New Business Fax: 1-866-581-6944
Athene
Phone: 855-428-4363
Fax: 866-709-3922 [email protected]
New Business Fax: 1-866-709-3921
Foresters
Phone : 1-866-466-7166
Agent Hotline: 1-877-622-4249
New Business Fax: 1-877-329-4631
Global Atlantic
Sale Support : 1-855-887-4487 option 3 [email protected]
Contracting : 1-855-887-4487 option 7 [email protected]
New Business Fax: 1-800-395-9238
New Business Email: [email protected]
John Hancock
Pre-Sale Agent Support 866-595-7361, option 1
Technical questions with eApp process 866-595-7361, option 4
Licensing questions 866-595-7361, option 2 [email protected]
Post Sale Support: 1-888-333-2659
Liberty Bankers
800-604-8002 (Phone)
888-525-5002 (Fax)
Prosperity
Prosperity: 1-866-380-6413
Aptical Phone interview 1-800-737-6972
Fax number 1-866-331-3074
Mutual Of Omaha
Sales : 1-800-693-6083
Mutual of Omaha Agent Hotline: 1-800-867-6873
New Business Fax: 1-402-997-1800
Phoenix
Agent Hotline: 1-800-417-4769
Life New Business Fax: 816-527-0053
Annuity New Business Fax: 816-221-9674
New Business Emails; Life: [email protected]
Annuity: [email protected]
Transamerica
Immediate, 10 Pay & Easy Solution Underwriting Guide
Sales : 1-877-234-4848
Agent Hotline: 1-877-234-4848
New Business Fax: 1-866-834-0437
Royal Neighbors
Phone : 1-800-770-4561
Fax 1 st Piece 866-787-1450
In home approval # : 1-866-281-9228
Columbian Financial Group (CFG)
Agent Hotline: 1-800-305-1335
New Business Fax: 1-877-270-3266
Gold Standard Agency
6800 Broken Sound Pkwy NW Suite 150, Boca Raton, FL 334876800 Broken Sound Pkwy NW Suite 150, Boca Raton, FL 33487
(561)756-3519
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