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MEET THE TEAM
MANAGEMENT
TOP AGENTS
EVENTS
NEW AGENT TRAINING
Step 1 Welcome & Get Connected
Step 2 Contracting & Compliance
Step 3 Understand the Business
Step 4 Set Up Your Toolkit
Step 5 Leads & Setting Appointments
Step 6 Run the Appointment
Step 7 Next Level
TRAINING CALLS
CARRIER INFO
RESOURCES
Sales & UW Tools
Additional Resources
Legacy SafeGuard Training
AGENT TRAINING
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UNDERWRITING TOOLS
UNDERWRITING GRIDS: PRINT IN COLOR
TERM & UNIVERSAL LIFE UNDERWRITING GRID
WHOLE LIFE UNDERWRITING GRID
CHF UNDERWRITING DOC
HEIGHT & WEIGHT CHARTS: PRINT IN COLOR
HEIGHT AND WEIGHT CHART- TERM & UL
HEIGHT AND WEIGHT CHART - WHOLE LIFE
PRODUCT TABLES
WHOLE LIFE
TERM & UL
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