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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:

 

Telesales Webinar with Eric Fierro

Eric Fierro - CRM, Leads and More

  • • Telesales Webinar (go deepr into the scripts, the CRM and more!): Click HERE

 

Social Media Final Expense Leads Click Here

Social Media Final Expense Leads

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

 

New Telemarketed Leads

NEW Telemarketed Leads

  • • NEW $11 Telemarketed Leads: 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

     

       

      AIG logo

      AIG

      • • GIWL eSignature via Email Option Video: 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

       

      Lafayette Life logo

      Lafayette Life

      • • eApp Agent Guide: Click HERE
      • • COVID-19 Page: Click HERE

       

      Mutual of Omaha Logo

      Mutual of Omaha

      • • E-App Page: Click HERE
      • MoO HFG Contest
      • • Earn Up To $2,500 Cash Bonus: Click HERE

       

      Nationwide Financial logo

      Nationwide Financial

      • • Long Term Care Training Chart: Click HERE
      • • Prequalification + Prescription List: 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

      • • North American's COVID-19 Resource Page: Click HERE
      • • 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
      • Click for Above Average Future
      • • Above Average Future: Click HERE

       

      Prosperity Life Group logo

      Prosperity

      • • Apptical LiveApp Training Video: Click HERE
      • • COVID-19 Field Bulletin & Resources: Click HERE
      • • 2020 Sales Contest: Click HERE

       

      Sagicor Life Logo

      Sagicor Life

      • • AcceleWriting: Click HERE
      • • Annuity Rates: Click HERE 
      • • Wealthcare Multiple Needs: Click HERE
      • • Agent Resources (as mentioned on the webinar): Click HERE
      • • Webinar Recording: Click HERE
      • • Agent Page (marketing materials & product info): 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
      • • JET Term & WL (more info): Click HERE
      • • SIWL Agent Guide: Click HERE
      • • POS Phone Interview Process: Click HERE
      • UPDATES: In compliance with PA and WV directives, Royal Neighbors temporarily suspended electronic applications since they require face-to-face interactions with customers to be completed. However, Final Expense and SPWL products remain available in both states via three-way phone and paper mail-in applications. Call: (800) 770-4561 Option 1, Option 5 | Email: salessupport@royalneighbors.org.

      RNA Bonus

      Royal Neighbors POS Doc

      RNA Sales Trip 2021

       

      Michael Kohles Sale

      Michelle's Story Mike DeVous Story

      Marya's Story

       

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