AGENT TOOLS

PRESENTATION TOOLS

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.

Living Benefits

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.

TERM & UL BENEFITS

WHOLE LIFE BENEFITS

Needs AnalysisDownload

Print multiple copies of these worksheets. Complete with your client, take a photo, and then text to your manager for a product recommendation.

New Kind of Life InsuranceDownload

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.

48-48-50 : Stats to review with clientsDownload

Print in color and laminate to keep in the insurance bag.

Mortality GuidelinesDownload

Print in color and laminate, use with dry erase marker while at home to review risks with clients.

TobaccoDownload

Guidelines

Print in color and laminate to keep in the insurance bag. This document defines smokers & non-smoking rates by the carrier.

RESOURCES

Agent Compensation Levels

Outlines what each carriers commission levels.

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Agent Pay by Contracting Level

Download and save your contracting level sheet so you will know the percentages you are being paid per carrier.

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Equis Corporate Emails

This list is perfect for when you need to know exactly who to contact to get the information you need.

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Promotion Guide

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.

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Income Calculator

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.

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Work Insurance

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.

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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.

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