This information is intended only for insurance producers and not for the general public.
Application Resources Toolkit
MARKETING RESOURCES TOOLKITS
We’ve grouped resources to provide information and marketing materials by subject.
Find resources to get started, use TeleApps and deliver policies. Increase option application information included.
Product Guide — Find product details and information about applications and new policies, such as policy effective dates, calculating premium and more.
Applications — Get application forms on standard.com.
Pre-Application Discussion Topics With Prospects Flyer — These topics will help you prepare for the application and set expectations with your client.
Application Completion Helpful Tips — Make sure your applications are 100% compliant and won’t be delayed by errors or missing information.
IDI Premium Discounts Flyer — Save up to 35% for your clients with these discounts.
TeleApp Overview Presentation — Curious about how TeleApps work? This presentation shows why you should use TeleApps, how they works and best practices.
TeleApp Instructions Flyer — How to order a TeleApp.
TeleApp – What to Expect Flyer — Let your clients know what to expect for their telephone interview.
Conditional Receipt by Credit Card or EFT Instructions — Get detailed instructions on how to secure Conditional Coverage for your clients, including how to pay with credit card.
DocFast Key Advantages Flyer — Find out why you should use DocFast®.
DocFast Overview Flyer — Get detailed instructions on how to use DocFast.
DocFast Frequently Asked Questions — Get your DocFast questions answered.
Increase Options Applications
Exercising FPOs Training Presentation — Detailed instructions on exercising Future Purchase Options.
Future Purchase Option FAQ Flyer — Common FPO questions answered.