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

Telesales Webinar

Telesales Webinar (go deeper into the scripts, the CRM 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


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


• Video Conferences qualifies as face to face interviews up to $25,000 for the month of April – Click HERE


• 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


• 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


• 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

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