These guides are tools to help you prepare for an appointment and make quick determinations for what is best for your clients. We recommend printing a copy of each and carrying it with you for reference.
Critical, Chronic & Terminal Illness Rider Grids
Print multiple copies of each of these to use with your clients. These documents can be personalized by adding your contact info. Current contact info on documents is just an example and should be replaced with your contact information.
Print multiple copies of these worksheets. Complete with your client, take a photo, and then text to your manager for a product recommendation.
The Value of Mortgage Protection & Living Benefits
Print and laminate this document. Use this as a tool to explain how the new kind of life insurance can benefit your client.
Print in color and laminate, use with dry erase marker while at home to review risks with clients.
Agent Compensation Levels
Outlines what each carriers commission levels.
Agent Pay by Contracting Level
Download and save your contracting level sheet so you will know the percentages you are being paid per carrier.
Equis Corporate Emails
This list is perfect for when you need to know exactly who to contact to get the information you need.
Save this file and print it out so that you can stay focused on your goals and know what is needed to reach your next pay raise.
Use this tool to set and income goal. This tool will give you an idea of what your lead investment will be based on your income goal.
When a client has a Life Insurance policy through their work, here are some facts to help you educate them on why this may not be enough coverage.
Override Guide & Pre-Appointed State
This guide provides details on what states require license to received override commissions and states that require pre-appointment prior to writing applications, click HERE to download.
Carrier Phone List
This list contains the names and numbers of all the insurance carriers we work with so that you can have immediate access to them.
Generation One Insurance
ADDRESS 1: 1833 Eastern Hills Drive, Garland, TX 75043
ADDRESS 2: 12005 Ford Rd. Suite 5020, Dallas, TX 75234
HOURS OF OPERATION:
8:00 am – 8:00 pm Monday – Sunday
Email address: firstname.lastname@example.org
Phone number: 214-205-2105