Product Training & Underwriting

Total Time: 53:26

Product Training

Final Expense Whole Life - Recommended Carriers

First Day Coverage and Graded Benefit

Transamerica

Guaranteed Issue

Corebridge

Learn these products in the ARC under the Carriers tab

Consult us for other recommendations based on client health issues.

Mortgage Protection Term & Regular Term Products

Simplified Issue Term

Mutual of Omaha Term Life Express
Foresters Strong Foundation

Fully Underwritten Term

Transamerica

Learn these products in the ARC under the Carriers tab

Consult us for other recommendations based on client health issues.

Selling in New York

If you are selling in the state of NY, the product training page for NY can be accessed here:

Click Here

Underwriting Training

Underwriting and E-App Boot Camp

Part 1 - Underwriting Boot Camp - Transition From Sales to Underwriting.

Part 2 - Underwriting Boot Camp - How to Use the Underwriting Toolkit

Part 3 - Underwriting Boot Camp - Using Integrity Connect to Submit E Apps

Part 4 - Underwriting Boot Camp - Accessing E Apps Through the ARC

Part 5 - Underwriting Boot Camp - Carrier Matching and Completing the Sale

Part 6 - Underwriting Boot Camp - Specific Underwriting Issues and How to Address

Part 7 - Underwriting Boot Camp - Q and A

Underwriting Tools

Download the Health Intake Form - click here

Download the Greensheet - click here

Download the Final Expense Payment and Remote Signature Guide - click here

Product & Underwriting Resources

(3:58)

The Greensheet and Client Intake Form

(4:01)

Underwriting Worksheet

You must complete this 3 scenario worksheet and book a meeting with Joy to go over your answers. You won't receive any leads until you complete this task.

Download

Book a Status Update with Joy

After you have finished this section, book a status review
of your training progress with Joy our sales mentor.