Agent Resources Covid-19 - Heartland Financial Group

Covid Resources

RESOURCES

Agent resources to help during Covid-19

Here are some great resources to help you write more business during these trying times. Note: You’ll want to check this page frequently as more and more resources become available.

National Call Recordings

• Click HERE

Eric Fierro - CRM, Leads and More

• Telesales Webinar (go deepr into the scripts, the CRM and more!): Click HERE

Social Media Final Expense Leads

• NEW $18 Social Media Leads (in English + Spanish): Click HERE

NEW Telemarketed Leads

• NEW $11 Telemarketed Leads: Click HERE

Lead Squeezers

• (A trusted affiliate) Click HERE to go to their website for more info

National Call screen share

• National Call screen share with Mike Brenhaug. Click HERE

Lead Squeezers (a trusted affiliate):

• Click HERE to go to their website for more info

National Call screen share with Mike Brenhaug

• Click HERE

Script for Online Appointments (and Quick List of Carriers):

• Click HERE to view a PDF

U.S. Small Businesses Resources for Recovery

• Click HERE

AIG

• GIWL eSignature via Email Option Video: Click HERE

Ameritas

• Individual Policy Underwriting Guide: Click HERE

American Amicable

• Mobile Application/Signature Process Guide: Click HERE

• E-Application & Training Guide: Click HERE

Assurity

• E-App Intro: Click HERE

• E-App Step-by-Step Guide: Click HERE

Gerber

• COVID-19 Announcment & Resources: Click HERE

• Agent Portal: Click HERE

• E-A-S-Y Telephone Application: Click HERE – Service: 1-877-885-7612

Kansas City Life

• AcceleTerm E-App Agent Guide: Click HERE

• AcceleTerm E-App Training Video: Click HERE

Lafayette Life

• eApp Agent Guide: Click HERE

• COVID-19 Page: Click HERE

Mutual of Omaha

• Earn Up To $2,500 Cash Bonus:
Click HERE

• E-App Page: Click HERE

Nationwide Financial

• Long Term Care Training Chart: Click HERE

• Prequalification + Prescription List: Click HERE

National Life Group

• Remote Applications Guide: Click HERE

• Completing the E-App Video: Click HERE

• COVID-19 & More Info For Agents: Click HERE

• “Making Everyday Count” PowerPoint: Click HERE

North American

• North American’s COVID-19 Resource Page: Click HERE

• Client Application Checklist: Click HERE

• Simple Submit: Click HERE

• Write Away/Online Part 2: Click HERE and HERE

• Annuity Step-by-Step Illustration Guide: Click HERE

• NOTE: E-Signature via DocuSign & Right Signature are accepted for all documents except the 1035 surrender form.

• Annuity Illustration Video Guide: Click HERE

• Above Average Future: Click HERE

Sagicor Life

• AcceleWriting: Click HERE

• Annuity Rates: Click HERE

• Wealthcare Multiple Needs: Click HERE

• Agent Resources (as mentioned on the webinar): Click HERE

• Webinar Recording: Click HERE

• Agent Page (marketing materials & product info): Click HERE

Royal Neighbors

• Agent Web Portal & Training Materials: Click HERE

• Social Security Billing: Click HERE

• Voice Signature Application: Click HERE

• Voice Signature Agent Worksheet: Click HERE

• JET Term & WL (more info): Click HERE

• SIWL Agent Guide: Click HERE

• POS Phone Interview Process: Click HERE

UPDATES: In compliance with PA and WV directives, Royal Neighbors temporarily suspended electronic applications since they require face-to-face interactions with customers to be completed. However, Final Expense and SPWL products remain available in both states via three-way phone and paper mail-in applications. Call: (800) 770-4561 Option 1, Option 5 | Email: salessupport@royalneighbors.org.