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Tools

Forms

This section includes service forms & informal applications. 

Underwriting

This section includes quick quote “I got a guy” questionnaires & underwriting program information.

Quotes

Visit this section to request a quote or run your own term quote online.

Calculators

This section includes income replacement & retirement income calculators.

Licensing

This section includes our licensing packet and information.

Marketing & Sales

This section includes helpful concepts, strategies, worksheets and life guides.

Case Status

Visit this section to check the status of your cases.

XRAE

XRAE is a field underwriting tool that immediately returns a health class rating or range based on published and unpublished carrier underwriting rules.