Advisor Resources

SBG has a bank of resources to help you grow and strengthen your business. Use SBG as a resource to help you find sales opportunities.

Preliminary Health Assessment Form 

For Life, Long-Term Care and Disability Insurance.

When to use this form:

  • A need for insurance has been determined and you seek preliminary pricing information
  • To uncover potential issues that may impact coverage eligibility or plan design
  • To narrow down the specific insurance carrier that will price your client’s health issues most favorably
  • To avoid surprises during underwriting that could damage your credibility with the client and result in a lost sale

More

Inforce Illustration Request Form 

For requesting Inforce Illustrations to assist in policy review with your clients.