Welcome to your AGENT PORTAL
Β
Β This is your space to grow, improve, and stay supported. Inside, youβll find the training, tools, and coaching systems designed to help you build confidence, sharpen your skills, and produce consistently.
Trust the process. Support one another. The results will follow.
The 10 Steps of the Presentation
Click a step on the right to switch videos instantly.
SALES TOOLS & RESOURCES
Click a section to expand. Click any resource to open in a new tab.
Important Branding Info & Tools
βΊ
Important Branding Info & Tools
Other Important Info
Scripts, checklists, and reference PDFs
βΊ
Other Important Info
Scripts, checklists, and reference PDFs
Click any resource to open in a new tab.
Underwriters
Cheat Sheet
βΊ
Underwriters
Cheat Sheet
Click any resource to open in a new tab.
AIG SIWL 2025 UW Guide
PDF
βΊ
New Royal 2024 FE
PDF
βΊ
BaltLife SPWL Underwriting Guide
PDF
βΊ
AIG Simplinow SIWL
PDF
βΊ
Assurity SPWL Underwriting Guide
PDF
βΊ
Accendo Final Expense Drug List
PDF
βΊ
Omaha RX Guide
PDF
βΊ
Americo Eagle 2024
PDF
βΊ
UHL SIWL Client Guide
PDF
βΊ
AmAm Agent Guide
PDF
βΊ
Height and Weight Chart
PDF
βΊ
Foresters PlanRight Medical Guide
PDF
βΊ
LBL Drug Guide
PDF
βΊ
Transamerica Final Expense Agent Guide
PDF
βΊ
UW for New Royal
PDF
βΊ
Transamerica FE Express
PDF
βΊ
New Americo
PDF
βΊ
Non-NASB Carrier Information
Click a section to expand. Click any resource to open in a new tab.
REAL NON-NASB POLICY EXAMPLES
βΊ
NON-NASB CARRIER SURRENDER FORMS
βΊ
Service Forms
Apps / Health Questions
Rate Charts
Built for Growth.
Designed for Leaders.
Everything we do is centered on four core pillars designed to help you win financially, support your growth,Β and design your future.
- Leadership & Mentorship
- Financial Upside
- Balance & Autonomy
- Room to Grow
Ignite Your Drive
