Tools for Success

For your personalized tools contact us!

Medicare Map

Help your clients navigate the road to Medicare using our Medicare Map. This helps visualize how the parts of Medicare work and where there may be a gap in coverage.


Explain what is happening in January 2020, good for both agents and clients!

Confidential Needs Analysis 

Gather all insurance & health information in one place to help fill the gaps and know what policies the client can qualify for.

Annuity Presentation

Visually explain the benefits of an annuity to your client.

Legacy Safeguard 

A free service to offer your clients when they purchase a final expense policy.

To see what is included in this service click here.

Fact Finders

If your client has some health concerns, we have fact finders for Life insurance, Extended Care, and Medicare Supplements. Utilize these to gather the information and send to us to find the right carrier & plan the first time.

The information on this site is for licensed insurance agents and brokers only.  If you are not an insurance professional, please do not rely on this information.  Instead, refer questions to a licensed insurance professional.  This material has been prepared for informational purposes only and should not be relied upon for accounting, legal, tax or investment advice.  Some programs are not available in all states.