We have put together an easy to use fact-finder sheet to help you get your clients the best quotes for life insurance. It’s FREE to download and EASY to use. Use this fact-finder to get customized life insurance proposals for your clients
  • The factfinder takes into account medical conditions and other factors that could affect the rating class.
  • We will pre-screen the prospect with internal underwriting staff and with the carriers’ underwiters during the proposal creation process to minimize declines and inaccurate ratings.
  • You can get appointed with the carrier when you have a sale to complete.
  • Many of the carriers you can offer include the ability to complete the application online.


Download The Fact-finder Here