The Life Agents Mobile Office is the premier toolkit for independent insurance agents and financial advisors.
- Term Life Insurance and Universal Life Insurance quotes
- Life Insurance Underwriting Manual covering hundreds of medical impairments
- Insurance Needs Analysis Calculator
- Advanced Markets Library covering Business, Estate and Retirement Planning, and Charitable Gifting
- Realtime Case Status
The term and UL quoter now shows more products and categories, and includes all four possible payment modes on every quote.
Click on a product to request an application kit. App kits are hand-assembled by our experienced staff to make sure you get the correct forms every time!
Advanced Markets Library
Over 100 client-approved pieces explaining key concepts and financial strategies for business planning, estate planning, retirement planning, and charitable gifting.
Documents include one-page snapshopts, flowcharts and diagrams, and detailed technical information.