VIRTUAL START-UP PROGRAM

Equis Financial has partnered with InsuranceToolkits to provide you with state-of-the-art underwriting technology. 

Utilize the toolkit on every appointment for hassle-free underwriting.

Watch this tutorial to learn how to use the underwriting toolkit.

Utilize the Underwriting Guidelines during appointments to help you pick the best plan for your client.

Please note that this document is to serve as a guide only. Equis Financial is not responsible for any carrier or product changes that may occur at any time without notice. For complete underwriting guides for all products, please visit the respective carrier websites.

Quoting tool for AMERICO:  

• Term 100, Term 125​

• Term CBO (Return of Premium Product)

• Term Payment Protector (Decreasing Term Product)

• Eagle Premier Final Expense

• Term ADB (Accidental Policy Only)

Bookmark the link below.

Quoting tool for AMERICAN AMICALBE:

• Home Protector Term​

• Easy Term (No Mtg Requirement)

• Senior Choice Final Expense

• Survivor Protector (Decreasing Term)

Bookmark the link below.

Quoting tool for FORESTERS:  

• Strong Foundation Term

• Smart UL Simplified

• PlanRight Final Expense

• Bright Future Children's Policy

Bookmark the link below.

Quoting tool for MUTUAL OF OMAHA:  

• Term Life Express

• Guaranteed Universal Life Express

• Children's Whole Life

• Living Promise Final Expense

• Guaranteed ADvantage (Standalone Accidental Only)

Bookmark the link below.

Quoting tool for CFG:  YOU MUST DOWNLOAD FINAL EXPENSE APP AND SIMPLIFIED TERM APP TO YOUR PHONE.  2 SEPARATE APPS.  

USE THE PASSWORDS PROVIDED ON THE QUOTING TOOLS TAB

• Safeshield Simplified Issue Term​

• Dignified Choice Final Expense WL

Bookmark the link below.