Product Guide
The guide covers everything related to the product from underwriting and rates to submitting an application, best sales practices and everything in between! Itís available in a PDF format for easy downloading or viewing online.



 

Silver Premier Choice Whole Life Training Guide
This training guide outlines the processes and procedures to help you properly sell the Silver Premier Choice Whole Life product and assist you as you serve and grow your business.
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Video Clips
Series of approximately five minute videos provides you with information regarding different aspects of doing business with us. Whether you are an experienced agent who would like a quick review or a newly contracted recruit, this information will pay dividends by helping you manage your business. Clips are divided into 2 main categories: New Business & Administration, covering practical everyday information you can use in the field from how to complete an application to our tutorial on how to use our mobile app. The second category: Sales, Compliance & Ethics, covers training from Ethics to Insurable Interest to LIMRA research on insurance sales.



New Business & Administration



 

New Business Process: Application to Commission
Reviews the different steps an application goes through from the time you take the application until the policy issues and commission is paid.
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Field Underwriting
Learn general best practices, helpful tips and guidelines on conducting proper field underwriting, and why it's important.
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Silver Premier on the Go: Web & Mobile Quote Tool
Our new mobile app allows you to calculate quotes and look up our prescription drug guidelines on the spot. New app works on both Apple and Android devices. This training shows you how to use this time-saving tool.
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Completing an Application
Ensure your new business is issued quickly by learning helpful tips about each section of the 5Star Life application.
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Completing Checkmatic and Credit Card Forms
A step-by-step look at completing the Checkmatic and Credit Card Authorization forms when submitting your new business.
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Faxing an Application
Faxing an application is easy as 1-2-3; learn the steps to get your new business submitted quickly.
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Scanning and Uploading Your Application
Learn how to submit your new business quickly and efficiently by scanning and uploading your applications via your Salesforce agent portal.
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How to Navigate the Salesforce Agent Portal
Learn how to navigate your agent portal Salesforce and access the information needed to manage your business.
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Salesforce Agent Portal New Reports
A guide to the enhanced reporting functionality of the agent portal and how you can access real time information to help manage your business.
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Contract Submission and Processing for MGAs, IMOS,
and NMOs

An instructive guide to help you submit and process your new agent contract to get you off and running to submitting business.
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Sales, Compliance & Ethics



 

2016 Life Insurance Facts
A look at current statistics on consumer's perceptions of life insurance, the need for life insurance protection, and how life insurance shoppers are looking for guidance when purchasing coverage.
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Performing a Needs Analysis
A discussion of why final expense insurance makes sense for many clients and the questions to ask to determine what amount of coverage will best meet their needs.
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Insurable Interest
Discusses insurable interest, why it's important and the compliance guidelines necessary to help you better support and serve your clients.
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Ethics and Compliance
A discussion of how to define ethics, the importance of adopting a proper code of ethics, and ethical duties to both the insurer and the client. We will also review several solutions to help avoid potential problems.
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2015 Life Insurance Facts
A look at current statistics on consumer's perceptions of life insurance, the need for life insurance protection, and how life insurance shoppers are looking for guidance when purchasing coverage.
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Top 6 Compliance Issues You Need to Understand and Follow
Explore the top 6 compliance issues and how following important regulations can protect the customer, the company you represent and your agency.
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