Documents

ORCA Life

Agent Roadmaps

Agent Roadmap (KY) *NEW*
Agent Roadmap (TX) *NEW*

Onboarding

NAAP APP Guide 2021
Detailed Onboarding Process – Both Sides

New Agent Training Guides

Agent Evaluation Guide
Agent Log Book
Agent Training Guideline

Promote Yourself Guidelines

ELP Agent Lead Guidelines
Promote Yourself Guidelines 2022

Contracting

ALL UPLINES need a “Signature Authorization Page”
AML Agent Agency Transfer Agreement Promote Yourself Guidelines 2022
E&O

Contact List

Home Office Contact List

Sales Kit Tools

Common Sense Funeral Pricing
Flipchart
I Am Your Policy
New Pitch Pad 2022
Transition Tips

Will Kits

colorado-last-will-and-testament-template
illinois-last-will-and-testament-template
ohio_will_kit
tennessee-last-will-and-testament-template
Wyoming last-will-and-testament

Assurant / AML

Gerber Life

Application

Gerber Application

Liberty Bankers Life

Applications

Paperless Application

Replacement Forms

Illinois
Indiana
Kentucky
Ohio
Tennessee
Texas

Will Kits

State

Alabama
Arkansas
Colorado
Georgia
Illinois
Indiana
Kentucky
Mississippi
North Carolina
Oklahoma
Ohio
South Carolina
Tennessee
Texas
West Virginia

Columbian Life

Applications

Application All States

Replacement Forms

Illinois Page 1
Illinois Page 2
Indiana
Kentucky
Ohio
Tennessee
Texas

Child Term Riders

Illinois
Indiana
Kentucky
Ohio
Tennessee
Texas

Fax Cover Sheet

Fax Cover Sheet All States

American Amicable

AmAm SuranceBay Contract

Complete/Update your AmAm Anti-Money Laundering Training
1. First time user guide: Username: (Your NPN) Password: (Your initial password is your last name (lower-case letters). Please be sure to include any spaces or special characters like apostrophes and hyphens.)
Create your SuranceBay Profile.
1. WATCH HOW TO CREATE YOUR SURANCEBAY PROFILE
Complete your INDIVIDUAL or BUSINESS ENTITY American Amicable Contract

AmAm Occidental (EVERYONE MUST HAVE!)

Occidental Life

American Amicable RX & Med Cheat Sheet

American Amicable RX & Med Cheat Sheet 2021-11-08 21_29_39

Heirarchy | Commission Change Request

Hierarchy | Commission Change Request

Annuity

Atlantic Coast Life Ins Co

Oceanview

Oceanview Annuity

Medicare

Permission to Contact Form

Permission to Contact Form

Scope of Appointment

Scope of Appointment

Medicare Review Form 2024 Fillable

Medicare Review Form 2024 Fillable 2

Surrender Forms

AARP

AARP Surrender Form

AETNA

AETNA Surrender Form

AIG

AIG cancellation-Disbursment

AIL

AIL Surrender Form

Allstate

Allstate Surrender Form

Americo Cash

Americo Cash Surrender Form

Assurity

Assurity Surrender Form

Bankers Life

Bankers Life Surrender Form

Colonial Life

Colonial Life Surrender Form

Columbian Policy

Columbian Policy Change Form

Constitution Life

Constitution Life Surrender Form

Forester

Forester Certificate Surrender Request Form

Gerber

Gerber Surrender Form

Globe

Globe Surrender Form

Great American Life

Great American Life Surrender Form

Hartford

Hartford Surrender Form

Jackson Life

Jackson Life Surrender Form

Kemper

Kemper Surrender Form

KSKJ

KSKJ Surrender Form

Lincoln Heritage

Lincoln Heritage Cash Surrender

Modern Woodmen of the World

Modern Woodmen of the World Surrender Form

Mutual of Omaha

Mutual of Omaha Surrender Form

Nationwide

Nationwide Surrender Form

NGL

NGL Surrender Form

North American

North American Surrender Form

Oxford

Oxford Surrender Form

Protective Life Surrender Form

Protective Life Surrender Form

Prudential

Prudential Surrender Form

Royal Neighbors of America

Royal Neighbors of America Surrender Form

Sagicor Life

Sagicor Life Surrender Form

Settlers Life

Settlers Life Surrender Form

State Farm

State Farm Surrender Form

State Mutual

State Mutual Surrender Form

Texas Life Insurance Company

Texas Life Insurance Company Surrender Form

TransAmerica

TransAmerica Surrender Form

Trinity

Trinity Surrender Form

TruStage

TruStage Surrender Form

United Life

United Life Surrender Form