Agent Resources
Agent Resources
Carrier and company resources to help you during Covid-19. 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.
HFG Resources
Quote Worksheet – Life
Quote Worksheet – Medicare Advantage
Quote Worksheet – Medicare Supplement
Eric Fierro - Telesales Training, CRM Access, Quoting Tool, and more
All Access Bundle
Get $300 off the first month by using coupon code "GROWTH". Click the link below to go to the Medicare Sales University website. The middle package is the All Access Bundle where you will use the discount code.
Carrier Specific
AIG
A video tutorial on how to use AIG and their eSign process using Docusign. This process allows non-call center agents the ability to write business over the telephone – Click HERE
American Amicable
• Mobile Application/Signature Process Guide: Click HERE
• E-Application & Training Guide: Click HERE
Addendum Application (Texas) – Click HERE
Addendum Application (North Carolina) – Click HERE
Voice Signature for Final Expense – Click HERE
Assurant
• Video Conferences qualifies as face to face interviews up to $25,000 for the month of April – Click HERE
Assurity
• E-App Intro: Click HERE
• E-App Step-by-Step Guide: Click HERE
Foresters Financial
• Non face to face tele sales process – Click HERE
• How Foresters is going to handle Covid-19 applicants – Click HERE
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
• AcceleTerm E-App Agent Guide: Click HERE
• AcceleTerm E-App Training Video: Click HERE
Mutual of Omaha
• E-App Page: Click HERE
National Life Group
• Remote Applications Guide: Click HERE
• Completing the E-App Video: Click HERE
• COVID-19 & More Info For Agents: Click HERE
• How to be productive during these times – Click HERE
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
• Apptical LiveApp Training Video: Click HERE
• COVID-19 Field Bulletin & Resources: Click HERE
• COVID-19 Accommodations – Click HERE
Royal Neighbors
Supplemental Questionnaire for Individual Life Insurance: Click HERE
Product Changes – Click HERE
Sagicor Life
• AcceleWriting: Click HERE
• Annuity Rates: Click HERE
• Wealthcare Multiple Needs: Click HERE
Heartland Financial Group is a full service marketing organization and has been operating in the senior market for over 30 years.
Resources
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