|
|
New!! - i-Pipeline Term Quote With e-App - Click Here
One-click carrier, product, and underwriting information access, side-by-side term quotes and, for those carriers that support it, electronic online e-application. When you see , click to bring up an electronic application. To see which carriers use e-App and their capabilities, click here.
Term Quotes - Vital Term - Click Here
Our old system allows you to pick the companies and term lengths you wish to compare. It also allows you to quote ADB, WP, CTR and Rated Cases and has a feature that tells you what risk class an insured might fall into.
Illustration Request Form - Click Here
Need a TeleLife Application?  
Selling Protective Income Term? Click Here for the TeleLife Supplement
Pension Case? - Click here for a data form.
Call (or e-mail) Mike Thorne, JD, CLU, ChFC for help with your pension, business insurance, estate planning , and other advanced market cases at 800-521-9462, or 559-297-7308.
Forms - Need new business forms? Click Here
For Current Annuity Rates Call 800-438-7243:
MYG - Click Here Indexed - Click Here
Larry Stoa and Taryn Cameron are your link to everything you need to sell annuities. You can e-mail them by clicking their names or reach them at 800-438-7243.
LTC Quotes, Click Here
LTC Training Materials and News, Click Here
Karen Engler is your link to everything you need to sell long-term care insurance. You can e-mail her by clicking her name or call her at 800-438-7243 ext. 210 or fax her at 701-234-0492.
Underwriting & Impaired Risk?
Click Here for Carrier underwriting guidelines, requirements, and height/weight charts.
Click Here for a medical release so we can shop your client's underwriting to multiple carriers
Click Here for a preliminary inquiry form (not an application) so we can see what might be available for your client
Click Here for our impaired risk reference guide. This guide will give you an overview of your client's health problem and tell what to ask to get a more accurate underwriting offer.
Life Settlement?
Think you might have a life settlement case? If so, CLICK HERE for a questionnaire that will tell you whether or not your prospect is likely to qualify.
Contracting, CLICK HERE
C T Lord / PFG, West now offers online contracting. Fill out one set of contracting forms and get appointed with as many companies as you would like. No need to fill out separate contracting paperwork for each company.
|