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Agent Resources During COVID-19

Agent Resources COVID-19 Thumb

 

Here are some great resources to help you write more business during these trying times. Note: You'll want to check this page frequently as more and more resources become available.

 

Click to Listen to National Calls Again

National Call Recordings:

Webinar with Scott Watkins

Mortgage Protection Screen Share with Scott Watkins

  • • Click HERE to watch a screen share video
  •  

Telesales Webinar with Eric Fierro

Eric Fierro - CRM, Leads and More

  • • Telesales Webinar (go deepr into the scripts, the CRM and more!): Click HERE
  • • 60 Day FREE Trial = Step 1: Text for further details, (480) 573-7559
  •  

Social Media Final Expense Leads Click

NEW Social Media Final Expense Leads

  • • NEW $18 Social Media Leads (in English + Spanish): Click HERE

 

$8.50 Statewide Telesales Leads click

Statewide Telesales Leads

  • • Statewide $8.50 Telesales Leads (includes Script): Click HERE
  •  

Leader Squeezers Click for Site

Lead Squeezers (a trusted affiliate): 

  • • Click HERE to go to their website for more info
  • Lead Squeezer Screen Share
  • National Call screen share with Mike Brenhaug
  • Click HERE
  •  

Online Appointment Script

Script for Online Appointments (and Quick List of Carriers):

  • • Click HERE to view a PDF
  •  

US Small Business Recovery Document

U.S. Small Businesses Resources for Recovery

 

New IUL Spring Tour

NEW IUL Spring Tour

  • • Register for a location nearest you: Click HERE

 

Ameritas logo

Ameritas

  • • Individual Policy Underwriting Guide: Click HERE

 

AmAm Logo

American Amicable

  • • Mobile Application/Signature Process Guide: Click HERE
  • • E-Application & Training Guide: Click HERE
  •  

Assurity Logo

Assurity

  • • E-App Intro: Click HERE
  • • E-App Step-by-Step Guide: Click HERE

Geber Life Logo

Gerber

  • • COVID-19 Announcment & Resources: Click HERE
  • • Agent Portal: Click HERE
  • • E-A-S-Y Telephone Application: Click HERE - Service: 1-877-885-7612
  •  

Kansas City Life

Kansas City Life

  • • AcceleTerm E-App Agent Guide: Click HERE
  • • AcceleTerm E-App Training Video: Click HERE
  •  

Mutual of Omaha Logo

Mutual of Omaha

  • • E-App Page: Click HERE
  •  

National Life Group logo

National Life Group

  • • Remote Applications Guide: Click HERE
  • • Completing the E-App Video: Click HERE
  • • COVID-19 & More Info For Agents: Click HERE
  • • "Making Everyday Count" PowerPoint: Click HERE
  •  

North American Logo

North American

  • • Client Application Checklist: Click HERE
  • • Simple Submit: Click HERE
  • • Write Away/Online Part 2: Click HERE and HERE
  • • Annuity Step-by-Step Illustration Guide: Click HERE
  • • NOTE: E-Signature via DocuSign & Right Signature are accepted for all documents except the 1035 surrender form.
  • • Annuity Illustration Video Guide: Click HERE
  •  

Prosperity Life Group logo

Prosperity

  • • Apptical LiveApp Training Video: Click HERE
  • • COVID-19 Field Bulletin & Resources: Click HERE
  •  

Sagicor Life Logo

Sagicor Life

  • • AcceleWriting: Click HERE
  • • Annuity Rates: Click HERE
  • • Wealthcare Multiple Needs: Click HERE

 

Royal Neighbors Logo

Royal Neighbors

  • • Agent Web Portal & Training Materials: Click HERE
  • • Social Security Billing: Click HERE
  • • Voice Signature Application: Click HERE
  • • Voice Signature Agent Worksheet: Click HERE
  • • SIWL Agent Guide: Click HERE
  • • POS Phone Interview Process: Click HERE

Royal Neighbors POS Doc

 

Michael Kohles Sale

Michelle's Story Mike DeVous Story

Marya's Story