In order to aid our agents -- and your clients -- we are intent on providing you with the resources you need to succeed. In this section of our site you will find sales and marketing documents, carrier forms, and other tools and resources to help make the underwriting process easier.

All resources are free to visitors of our website. Our first priority is the needs of our agents.

To request that another form be made available on our web site, please don't hesitate to Contact Us.

Recently Added Resources

Guaranteed Standard Issue (GSI) Audio Conference (PDF Version)

added on: Sunday, April 11, 2010 - 7:35pm

Wednesday, April 28th, 2010 at 2:00 PM Eastern
(1:00 Central, 12:00 Mountain and 11:00...

MetLife Training

guaranteed-standard-issue-gsi-audio-conference-pdf-version.pdf

Disabilty Insurance 301

added on: Saturday, April 10, 2010 - 6:07pm

For producers who know about IDI, this presentation discusses how IDI works with Guarantee Issue...

Standard Training

disabilty-insurance-301.pptx

Disability Insurance 201

added on: Saturday, April 10, 2010 - 6:05pm

DI 201:  For producers who already know about IDI, this presentation provides important...

Standard Training

disability-insurance-201.ppt

Disability Insurance 101

added on: Saturday, April 10, 2010 - 6:03pm

DI 101: An introductory presentation for producers new to DI.

Standard Training

disability-insurance-101.pptx

Sample Individual Disability Income Insurance Policy

added on: Monday, April 5, 2010 - 5:24pm

Sample Individual Disability Income Insurance Policy from The Standard

Standard Training

sample-individual-disability-income-insurance-policy.pdf

SAMPLE Corporation Insured Purchase Agreement

added on: Monday, April 5, 2010 - 5:21pm

SAMPLE Corporation Insured Purchase Agreement. Cross Purchase Plan (Optional Disability Buy-Out...

Training

sample-corporation-insured-purchase-agreement.doc