COMMISSION GRID
Tools & resources
FORMS
FEX Pre-App
Final expense simplified application
Term Pre-App
Term life pre-qualification application
Scope of Appointment
Medicare scope of appointment form (required)
Life Quote Sheet
Blank quote sheet for in-field presentations
Policy Review Form
Client policy review / needs analysis
FLYERS
Mortgage Protection Features Sheet
MP overview flyer for client drop-offs
Carrier Features Sheet
Side-by-side carrier comparison reference