Agent Tools
In addition to providing hands-on support and experienced case managers across life, annuity, long term case and disability insurance, BIG, a Simplicity Group Company offers a library of resources to streamline the sales, contracting, and submission process.
Life Quote Form
Annuity Quote Form
Long Term Care Quote Form
Disability Insurance Quote Form
Health History Form
Life
Life Insurance Technology
Ipipeline is your online dashboard for quotes, comparisons, forms, and electronic applications
Underwriting
Resources, forms, questionnaires, traning and carrier guides to navigate the underwriting process.
Life insurance and hybrid product illustration software instructions.
You can fill this form in within minutes and you will be contacted by our staff.
BIG’s Joint Sales: Helping you Help Your Clients! And You Get Paid!
- AIG-Field-Underwriting-Guide-1
- ANICO-Field-Underwriting-Guide
- FG-Field-Underwriting-Guide
- Global-Atlantic-Field-Underwriting-Guide
- John-Hancock-Field-Underwriting-Guide
- Legal-General-Field-Underwriting-Guide-1
- Lincoln-Field-Underwriting-Guide
- Lincoln-Financial-TermAccel-Field-Underwriting-Guide
- MassMutual-Field-Underwriting-Guide
- Mutual-of-Omaha-Field-Underwriting-Guide-1
- Nationwide-Field-Underwriting-Guide
- North-American-Field-Underwriting-Guide
- OneAmerica-Field-Underwriting-Guide
- Principal-Field-Underwriting-Guide-1
- Protective-Field-Underwriting-Guide
- Prudential-Field-Underwriting-Guide
- Sagicor-Field-Underwriting-Guide-1
- Securian-Field-Underwriting-Guide
- Symetra-Field-Underwriting-Guide-1
- Transamerica-Field-Underwriting-Guide
- Transamerica-Field-Underwriting-Guide-Final-Expense-Products
Annuity
Annuity Interest Rates
Access current MYGA rates along with top index rate returns.
Electronic Applications for your fixed annuity products including those from AIG, Allianz, Athene, Global Atlantic, Great American, Lincoln Financial, Oceanview, Sagicor, and Symetra.
You can fill this form in within minutes and you will be contacted by our staff.
Ipipeline is your online dashboard for quotes, comparisons, forms, and electronic applications.
BIG’s Joint Sales: Helping you Help Your Clients! And You Get Paid!
Fiduciary rules and requirements.
Long Term Care
Quoting Power at Your Fingertips
Underwriting
Forms, questionnaires, traning and carrier guides to navigate the underwriting process.
You can fill this form in within minutes and you will be contacted by our staff.
BIG’s Joint Sales: Helping you Help Your Clients! And You Get Paid!
LTC Sales Funnel
Download our Long Term Care Sales Funnel process which guarantees a solution for every client.
LTC Risk Profile
Download this questionnaire as a general guide to help you decide what type of Long Term Care Insurance coverage is the right fit.
- Global-Atlantic-ForeCare-Underwriting-Guide
- Lincoln-MoneyGuard-Field-Underwriting-Guide
- MOO-LTC-UW-Guide_2
- Nationwide CareMatters Overview
- Nationwide CareMatters PreScreen
- OneAmerica-Field-Underwriting-Guide
- Securian-SecureCare-Field-Underwriting-Guide
- Global-Atlantic-Chronic-Illness-Underwriting-Guide
- John-Hancock-Long-Term-Care-Underwriting-Guide
- Lincoln-Financial-Chronic-Illness-Underwriting-Guide
- Minnesota-Life-Chronic-Illness-Underwriting-Guide
- MOO-LTC-CI-Rider
- Mutual-of-Omaha-Chronic-Illness-Underwriting-Guide
- Nationwide-LTC-Underwriting-Guide
- Protective-Life-Chronic-Illness-Underwriting-Guide
- Prudential-Chronic-Illness-Guide
- Symetra-Chronic-Illness-Underwriting-Guide
- Transamerica-Chronic-Illness-Guide
Disability Insurance
Radius Choice
By choosing MassMutual® Radius Choice, clients have access to a strong base policy and some of the most comprehensive additional features and riders to help them customize a disability income protection plan that is as unique as they are.
Forms, questionnaires, training, and carrier guides to navigate the underwriting process.
Request a Quote
You can fill this form in within minutes and you will be contacted by our staff.
by our staff.
Marketing Tools to Grow Your Business
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Create your goal and action plan.
FREE artificial intelligence tools that make technology work for you.
