• Term_Life_Planner

    Making the process easy

    We created this worksheet to make our easy application even easier for you and your client.

  • Term_Life_-Planne

    Collecting all the right information

    We provide a checklist of all items that client should have with them when you speak with them by phone or meet to discuss.

  • Term_Life_-Planner

    Thinking about the right amount coverage

    We also include a planning worksheet that will facilitate the often hard discussion about how much insurance a person actually needs.