OPTIMIZE YOUR BUSINESS FOR SUCCESS
post issue service materials
beneficiary changes
death claims process & information
new business documents
suitability guidelines for carriers
Here, you will find suitability guidelines from the list of our carriers, and access to their login page. Below you will find suitability guidelines from the list of our carriers. Additionally, by clicking the carrier logo below, you will be redirected to that carriers’ website where you can find their guidelines and much more. *There are two Athene product lines: National & Athene Annexus -clicking the logo(s) below will take you to the correct login window. Nationwide & Transamerica will take you to the correct login through Annexus.
hiring employee resources
The PI Behavioral Assessment is an untimed, free-choice, stimulus-response tool that measures a person’s motivating drives and needs. For more than 60 years, thousands of businesses around the globe have used our EFPA-certified behavioral assessment to understand what makes their employees and candidates tick. Use the PI Behavioral Assessment to hire candidates who are hardwired to be a great fit, to design teams that perform like magic, and to manage employees in a way that pushes them to perform at the top of their game.
current employee job descriptions
Everything you need to maintain and manage your existing team.