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Carrier Provided Training

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

American-Amicable - Easy Term Agent Guide

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American-Amicable - Express UL Agent Guide

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American-Amicable - Home Protector Agent Guide

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American-Amicable - OBA Agent Guide

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American-Amicable - Security Protector Agent Guide

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American-Amicable - Senior Choice Agent Guide

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American-Amicable - Survivor Protector Agent Guide

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Americo - Advantage WL Agent Underwriting Guidelines

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Americo - HMS Plus Series Underwriting Guide

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Americo's Training Center for Equis

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Visit Americo's dedicated site for Equis agents.

Assurant Agent Reference Manual

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Agent Manual provided by Assurant.

Assurant Order Form

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Order Assurant business supplies using this form!

CFG - SafeShield Term Underwriting Guide

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CVS/Aetna - Consumer Brochure

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CVS/Aetna - Product Specifications

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Equis - Index Suggestions by Carrier and Product

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Updated December 2020

Ethos Life - Friends & Family Campaign

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Ethos Life - New Agent Onboarding

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Ethos Life - Overview of Sales Strategy #2

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Ethos Life - Training Deck for Agents

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See more Ethos Life documents below!

Ethos Life New Agent Training Webinar

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You’re invited to learn about Ethos—and how to start using it—by signing up for their customized, interactive webinar for Equis agents.

Foresters - Advantage Plus II Client-Facing Presentation

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Foresters - Non-F2F Non-med Guide

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GPM - Equity Protector Underwriting Guidlines

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MOO - Critical Advantage Product Underwriting Guide

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MOO - Priority Income Protection Underwriting Guide

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NLG - The Life Event Story

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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.

American-Amicable - Easy Term Brochure

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American-Amicable - Express UL Brochure

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American-Amicable - Home Protector Brochure

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American-Amicable - OBA Brochure

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American-Amicable - Security Protector Brochure

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American-Amicable - Senior Choice Brochure

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American-Amicable - Survivor Protector Brochure

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Americo - Eagle Premier Series Underwriting Guide

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Americo - Ultra Protector Series Underwriting Guide

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Assurant Account Verification Form

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Verify your account with Assurant using this form!

Assurant Health Definitions

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Definitions of health terms utilized by Assurant.

CFG - Final Expense Underwriting Guide

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CVS/Aetna - Agent Training Deck Presentation

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CVS/Aetna - Producer Guide

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Equis - Carrier Overrides & Pre-Appointments

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

Ethos Life - Email Campaign

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Ethos Life - Launch Training Deck for Agents

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Ethos Life - Overview of Sales Strategy #1

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Ethos Life - Sales Strategy Overview #3

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Ethos Life FAQ

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F&G Acknowledgement Form

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

Foresters - BrightFuture Children's Whole Life Insurance Product Guide

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Foresters - PlanRight Medical Underwriting Guide

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GPM - Field Underwriting Guidelines

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MOO - Life Underwriting Guide

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NLG - Overview Featuring FLEXLIFE II

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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.

Documents

Training Videos

CVS/Aetna

Presenter: Emily Rohrig

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*NEW* Ethos Leads Training (2/4)

Jemar Mitchell breaks down how to treat and work the new Ethos Leads.

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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.

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*NEW* Ethos Leads Training (1/4)

Kristan Brockman gives an introduction to the new Ethos Leads that are available for standing lead orders!

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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.

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Ethos Life Overview #1

Recording from 11/4/2022 Daily Coaching Session

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American Amicable

Presenter: Sue Prugh

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Foresters Financial

Presenter: Bruce Burak

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*NEW* Ethos Leads Training (4/4)

Matthew Wilson gives great tips on running appointments with the new Ethos Leads!

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Americo

Presenter: Will Coatney

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Ethos Life Overview #2

Recording from 11/11/2022 Daily Coaching Session

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*NEW* Ethos Leads Training (3/4)

Chris Tinsman gives her experienced insight on how to work the new Ethos Leads.

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Videos
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