Advanced Marketing

A collection of carrier microsites that include educational & marketing materials.

Great resources to help you make that next sale. Many of these sites offer marketing materials you can customize and use with clients.

Carrier Microsites

Impaired Risk Underwriting

Questionnaires on some of the most common medical and non-medical risks that can affect the underwriting process, and ultimately the pricing on a new policy.

These questionnaires have been developed to assist you in the field underwriting process. With your detailed fact-finding of your client’s health and lifestyle, we are better positioned to match the proper carrier and product to your client’s needs.

Questionnaire Forms

Policy Review Resources

Are your clients’ in force policies performing as expected? Use these tools to guide you through the Policy Review Process.

Your clients trust you to provide guidance to help them achieve their financial goals. Regular reviews of their life insurance policies, as part of an overall portfolio review, can help ensure they have the appropriate amount and type of coverage for their needs.

Taking Another Look