The tools below can get you on the right track and provide direct access to our life department. Please contact us with any questions.

Risk Assessment/Fact Finder – Life Insurance is about protecting the things that are important to your clients. When considering Life Insurance for your client, you must think about their health and ask these questions.

  • Fact Finder – PDF of typical underwriting conditions including health and avocations to ask the prospect

Questionnaires – If your client has any known health issues or avocations please look through the questionnaires and have your client fill it out.

XRAE – A multi-carrier field underwriting and quick quote management tool for you use!

Exam Carriers – Our Paramed participants

Lab Definitions – Understanding the lab test results and what the insurance company tests: