LIFE Producer Sales Tools

These pieces are designed to educate and inform LIFE Producers and to equip you for sales appointments.
If you have any questions, call Scott Soares, VP of Life Sales at Aegis Financial, 800.579.7923, or contact us here.
Life Expectancy Tables

Revised Life Expectancy Tables Are In Effect

Life Insurance Illustration Request Orig

Life Insurance Quote Request

Life Client Fact Finder Orig

LIFE Client Fact Finder

Schreiber Life Ins For Small Biz Protection Key Employee Retention

Life Insurance: Small Business Protection & Key Employee Retention

Schreiber New Law Retirement Income Funding Using Life Ins

Will A New Law Increase Retirement Funding Through Life Insurance?

Fluidless Underwriting Orig

Fluidless Underwriting Info

SPL Cheat Sheet

SPL Cheat Sheet for Agents

LTC Trust Act WA

LTC Trust Act in Washington (Publicly Funded)

Aviation Orig

Aviation Guidelines

Table Shave Orig
Table Shave Programs
Tobacco Orig
Alternative Tobacco Guidelines
Maryjane Orig
Marijuana Usage Underwriting Guidelines
Temp Postpones For Carriers Orig

Temporary Postpones for Core Carriers