We are so happy to finally be unveiling the new site! The new site has two distinct areas: one for our client facing site where we work on generating leads for our agents, and one for you all, our valued partners. The portal is home to our totally unmatched reference library. Literally thousands of man hours have gone into these underwriting cheat sheets, product niches, the priorities packet, and the rest of the tools that you have access to. Take a minute to browse around! We hope that you like it and will find it useful. Below you will find a short walk through on all of the updated features/sections of the portal. If you haven’t registered, please take a minute to do so by clicking the link next to the login. Due to the amount of time that we have dedicated to creating these resources, we put them behind a password protection.
We have added an all new quoting system for you to use. There are two options to run your own quotes. One allows for a spreadsheet and the other allows you to request an application rather than a spreadsheet. Or fill out one of our forms and we will quickly send you the illustrations you need.
Our blog is updated on a regular basis. The agent portal blog is where we will post things mean for producer’s eyes only. These include:
Carrier and Product Updates
| Premier Priorities
This is where you can find TONS of product information. Some examples of things you can find:
Automated Underwriting Program Guide
LTC and Chronic Illness Riders
IUL Product Comparisons
Here you can find our Product and Underwriting Niches. This includes a summary of various carriers and their “sweet spots” when it comes to product or underwriting. This is an invaluable tool when you are trying to place a tough competition case!
Core carrier field underwriting guides. Our non core carrier guides are available upon request. Some of the things these will show you age and face amount requirements, financial guidelines, and carrier specific build charts.
Exciting news about Lincoln WealthAccumulate® IUL Target premiums are increasing by 25% on all sales* Read on for the announcement from Lincoln, and make sure to ask us for quotes! This product is one of the top new IUL's on the market. From Lincoln: At Lincoln,...
That's right, Principal wants your term business, and these new rates may be just the thing to make you send some cases their way. Of course, you still get everything else you would expect from Principal: Accelerated Underwriting for qualifying cases, great...
Lincoln continues to demonstrate their desire to compete for your term business! They have once again announced a reprice in an effort to be among the top 3 carriers in the following core cells $1 million of death benefit at ages 45+ for all term products $500,000...