Client Facing Life Quote Engine
Great tool to give your clients to demystify how Life Insurance premiums are arrived at.
"An Educated Consumer"...
This is a great way to take the smoke and mirrors out of the sales process.
If you are a Wealth Manager, CPA, or P&C Broker, we can provide you with your own branded Life Quote Engine to distribute to clients!
Fast APP - Life Support
Quick and Easy!
Just input basic information and we will handle the rest.
Cases go directly to our underwriting department for immediate review and then followed through by Case Management.
Writing life has never been so easy!
Online and PDF Quote Requests
Online and PDF versions of:
Life Quote Request
Group Health Quote Request
LTDI Quote Request
LTCI Quote Request
Contracting
Download our contracting Packet and e-mail back to contracting@equitasbrokeragegroup.com
or Upload all of your documents via the site.
Group Health Census Form
Download our Group Health Census Form for quoting. Return via email to lbali@equitasbrokeragegroup.com
or Upload via the site.
Calculators
Great tool for outputting stunning, professional reports for your client.
If you are a Wealth Manager or CPA these are great tools for presenting solutions to client's needs.
Needs Analysis
The only way to provide a client with the right product information is to find out what their needs are! This is a great tool for doing that in a clear, concise, and professional format.
Life Underwriting
For Advisors Only, specific questionnaires for various conditions. For more information contact our underwriter Jenn LaDell at jladell@equitasbrokeragegroup.com
Advanced Planning
The following web pages and tools are For Advisors Only! These tools are available to Financial professionals for planning purposes only. Equitas Brokerage Group does not provide accounting or tax related services and/or advice.
Premium Finance Tools
The following carrier marketing pieces give an overview of their Premium Finance programs, parameters and possible guidelines.
Express Issue
Guaranteed No Medical Exam - Term, ROP, GUL, Final Expense, and more...
Customizable Print Marketing
Scroll Though the Carousel, Click for the Full-Size Flyer. We'll Customize the Marketing Pieces for you!
