Good Life Agents Training Portal
Getting Started and Getting Better as a Good Life AgentField Underwriter Tools & Resources
Create Shortcuts on Your Smartphone
Websites:
MyEquisFinancial.com
Go.TheLifeAgents.us
Drugs.com
Carrier Quote Tools
AMERICO MOBILE QUOTER
AML – AMERICAN MEMORIAL LIFE MOBILE QUOTER
FORESTERS MOBILE QUOTER
GPM EQUITY PROTECTOR MOBILE QUOTER & EAPP
GPM FINAL EXPENSE MOBILE QUOTER
MUTUAL OF OMAHA MOBILE QUOTER
NASSAU RE TERM MOBILE QUOTER
NASSAU RE WHOLE LIFE MOBILE QUOTER
OXFORD LIFE MOBILE QUOTER
ROYAL NEIGHBORS MOBILE QUOTER
TRANSAMERICA MOBILE QUOTER
GREAT WESTERN MOBILE QUOTER
AIG QUOTER LOGIN (requires user name and password)
CFG (Columbian Financial Group):
Requires that you download their mobile quoting apps on your phone to quote their term and whole life products.
CFG SIMPLIFIED ISSUE TERM CALCULATOR DOWNLOAD: Password is cfgsit
APPLE ANDROID
CFG FINAL EXPENSE RATE CALCULATOR DOWNLOAD: Password is cfgfe
APPLE ANDROID
Need to know how to setup a Shortcut or Bookmark on your phone? Google "create shortcut on my phone" or visit your local cell phone retail store and ask for help.
Get Your Bag Ready
Are you using a tablet or laptop in the field? Rather than printing all of these tools, simply download them to your device and save them in an accessible place, for use in the home.
Print Paper Applications
Print at least 2 copies of each application for each product for your state.
Application Checklist
Paper Applications on DropBox
Print Underwriting Worksheets
Print multiple copies of the Field Underwriting Worksheet. You will fill this out while sitting with clients to determine eligibility for coverage through our carriers. Text the completed worksheet to your manager and post it in the In-Home Cornerstone Concierge GroupMe.
In-Home Tools
Print these items in COLOR and laminate or place in clear sheet protectors and keep in your field binder. Or, if you are using an iPad or laptop in the field, download these tools to your device for reference.
Products by Carrier List
Term & UL Underwriting Grid
Whole Life (FE) Underwriting Grid
Term/UL Build Chart
Whole Life (FE) Build Chart
Term & UL Product Table
Whole Life (FE) Product Table
Living Benefits Grid - Term/UL
Living Benefits Grid - Whole Life
Mortality Guidelines