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
Lookback Guides
⏱️
Term Lookback Guide
Adobe — carrier lookback periods for term
⏱️
Whole Life Lookback Guide
Adobe — carrier lookback periods for WL
🚗
DUI Lookback Periods
Google Drive — DUI by carrier
Agent Admin
🪪
Manage Licenses
InsuraSales — state license management
➕
More Coming Soon
Additional tools will be added here