Carrier Provided Training

Writing applications, e-apps, and utilizing carrier-provided
material in your business.

Documents

Term & Universal Life Underwriting Guidelines

Term & Universal Life Underwriting guidelines to help you pick the best plan for your client.

F&G Acknowledgement Form

Initial paperwork to be filled out and sent to fgcontracts@equisfinancial.com prior to contracting with Fidelity & Guarantee Life.

Assurant Account Verification Form

Verify your account with Assurant using this form!

Assurant Order Form

Order Assurant business supplies using this form!

Assurant Agent Reference Manual

Agent Manual provided by Assurant.

Index Suggestions by Carrier and Product

Updated December 2020

Final Expense Underwriting Guidelines

Final Expense Underwriting guidelines to help you pick the best plan for your client.

NLG - The Life Event Story

Living Benefits in Action: View the Powerpoint presentation used by Pete Lee to illustrate the powerful true stories of people whose lives were saved by their Living Benefits plans.

Carrier Overrides & Pre-Appointments

This document lists all states which require Carrier Overrides and Pre-appointments.

Assurant Health Definitions

Definitions of health terms utilized by Assurant.

NLG - Overview Featuring FLEXLIFE II

View the Powerpoint presentation used by Bill Martin 2.0 in his recent National Life Group Webinar providing a company overview and a focus on the FlexLife II product.

E&O Insurance

See which carriers DO and DO NOT require E&O Insurance!

Videos

How to Illustrate Living Benefits with the Ameritas IUL Product

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to use the Ameritas illustration software.

CVS/Aetna

Presenter: Emily Rohrig

How to Illustrate Living Benefits with the NLG IUL Product

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to use the NLG illustration software.

Americo

Presenter: Will Coatney

Foresters Financial

Presenter: Bruce Burak

American Amicable

Presenter: Sue Prugh