Producer Toolbox

| Call Us Now (800) 338-1892

Licensing & Contracts | DataView

 

SureLC is ISN's online tool here. ISN instructions here.
NOTE: SureLC - best results use Chrome, right click

DataView - ISN producer link. The DataView guide (from AI) is here.

Life and Annuity Products


LifeSearch - Click here to use iPipeline's Product search tool. Product detail from carriers, state approvals, underwriting classes,etc.

Annuity Rate Watch - Portfolio, MYGA, and FIA grid - link. MYGA rates/terms, FIA products, income riders & products with LTC, CIR or EDB benefits.

Quoting | Forms


LifePipe - Use our online tools - here. After quoting, begin the application process with carrier specific online applications, QuickTickets or e-Apps, or iGO.

FormBuilder - Click here for access to carrier online life and annuity application and other new business forms.

QuickTickets - e-Apps | AML and Continuing Education


Banner, American General and Protective - competitive premiums, easy applications. AG and Protective offers the e-app tool for both term and UL quotes & applications.

    

ExpressComplete - create custom term quotes, then submit online quickticket applications to almost a dozen term carriers

JH term and term Vitality quotes and e-app. Prior self-registration, and current contracting required.


OneAmerica's LTC life and annuity tools. Get quotes, use their online e-app - no login required!


LFG's site educates clients about LTC. Get MoneyGuard details here.


Traditional Long Term Care - link - Mutual of Omaha helps calculate long term care costs.

NIPR - site with ALL state CE requirements.
CE providers can be found next section - Links

Complete your AML training - here.

NAILBA's E & O program offers broad coverage - no membership required!

My "Bersonal" View .... blog by Jeffrey Berson               | Producer Links                                                                 | ISN forms & reports


Continuing Education
WebCE
SuccessCE

Insurance Administration
State Guarantee Associations
NAIC (State Departments of Insurance)

Industry Associations
NAIFA (National Association of Insurance & Financial Professionals)
American College
MDRT (Million Dollar Roundtable)
American Society of CLU and ChFC

Insurance Departments