Sales Tools

Start Working With Us

From marketing to delivery, these resources can help you complete the sales process smoothly. If you’re new to selling with us, our sales team is ready to help you get started.

Applications and Forms

Find the state-specific forms you need to place new business or to assist an existing client.

Marketing Materials

Find, download and order materials that promote the value of income protection.

Illustrations

Resources to Help You Sell

Use these tools and resources to get product details and sell with confidence.

Income Protection Insurance Calculator
Estimate how much income protection clients need to cover monthly expenses.
Marketing Resources Toolkits
View marketing materials organized by subject, like target client and product features.
Reference Product Guide
Find comprehensive product information, underwriting guidelines, job classes and more.
Competitor Comparisons
See how Platinum Advantage, our Individual Disability insurance product, compares to similar competitor products.
Product Availability
View product availability by state.
Multi-Life Discount Availability
View this discount availability by state and product.
Residency Multi-Life Discount Availability
While the discount is available at most programs, check our list of institutions that are not eligible.
Commission Calendar
See when you can expect your commission payments and statements.

Need More Information?

Count on our sales professionals to give you the support you need.

Contact Sales Support