Tools & Resources

Underwriting guides, illustration tools, client tools, and reference sheets.

Client Tools
Debt Action Plan (DAP)
Run a debt analysis for clients — great door opener
WinFlex Web
Illustrations for IUL & permanent products
Underwriting & Cheat Sheets
Underwriting Cheatsheet
Google Sheets — conditions & ratings guide
Carrier Cheat Sheets
Google Doc — per-carrier quick reference
Build Charts
Height/weight tables by carrier
FE Health Matrix
Final expense health condition guide
SIWL Underwriting Guide
Simplified issue whole life — underwriting reference
CQF Dialing Form
Editable Client Qualification Form — print or fill for dial sessions
Lookback Guides
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Term Lookback Guide
Adobe — carrier lookback periods for term
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Whole Life Lookback Guide
Adobe — carrier lookback periods for WL
DUI Lookback Periods
Google Drive — DUI by carrier
Agency Culture & Career
Levels of Leadership
The career ladder — where you are and what's next
SFG Promotion Guidelines
Requirements for every promotion level, with carrier specs
4 Cornerstones
The foundation of how we do business
Core Values
Quility / SFG core values
Evaluate Your Basic 8
Self-assessment — 4 Keys & 4 Cornerstones
Agent Admin
Manage Licenses
NIPR — apply, renew & transfer state licenses
More Coming Soon
Additional tools will be added here