Carrier Training




CARRIER TRAINING


Note: The below are our main carriers used in the field.

If you need training on a carrier that is not listed below please contact us directly and we will assist.


Telesales Carrier Training is located by Clicking Here

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American Amicable

  1. This product provides excellent smoking rates and has Spanish materials available.
  2. American Amicable offers two products.

Senior Choice - ages 50-85

Family Choice - ages 0-49


Additional Resources
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American General

  1. AIG-GIWL Guarantee Issue Training-hosted by Paul Gonzalez AIG Director of National Sales Click to Play
  2. Please Read: Important Submission Rules and Payment Options
  3. Download and review the AIG Playbook. Includes training seminars, rates, producer guide, marketing materials.
  4. Register for Websites: AIG has 2 websites that you will use. If you are having problems logging into any of the above sites, please contact the help desk prior to joining the call. You can call them directly: 800-247-8837
  5. AIG GIWL Website -run quotes, submit eApplications, print paper applications. This information was provided to you from AIG on your Welcome Email when you were issued a writing number. Agent Login
  6. AIG eStation - run reports, track business, track commissions, order consumer brochure (applications can only be printed out from the GIWL website). This information was provided to you from AIG on your Welcome Email when you were issued a writing number. Agent Login
  7. To learn more about how to sell through Telesales, click here.

Additional Resources

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Gerber

Gerber-Guarantee Issue Products - When, Why & How to Use Click Here
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Government Personnel Mutual

  1. Final Expense Product SecureMark-How and When to Use Click to Play
  2. Overview of Additional Products - UL, Term & Legacy Program-Training by Jeff Henson GPM VP Sales & Marketing Click to Play
  3. Back Office Portal. Information to register was provided to you from GPM on your Welcome Email when you were issued a writing number. Please contact GPM direct at 800-938-4765 ext 2206 with any issues logging in
  4. GPM offers a very lucrative lead reimbursement program. Read GPM Lead Reimbursement
  5. GPM can also be sold over the phone with approval and training through Patriot. If approved, resources are available here. If you would like to learn more about getting approved to sell GPM over the phone please send an email and training materials will be provided to you.

Additional Resources

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Great Western

  1. Great Western - How and When to Use (Important: The First Day Coverage Guaranteed Assurance death benefit discussed in this training increased from 120% to 125% of face value as of 4/1/16). Click to Play
  2. Great Western Academy. GWIC Academy is a great resource for agents. It has training videos, agent guides, and explains the benefits of our products. You can access GWIC Academy by clicking on the following link: Click Here
  3. Print Informational Document
  4. Print How to Sell between Settlers, Great Western and AIG
  5. To learn more about how to sell through Telesales, click here.


Additional Resources

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National Guardian Life

  1. NGL Final Expense Trust Planning Presentation. Click here to request contracting. Log into your Settlers Back-office and go under training for videos.
  2. NGL Assett Guard (Funeral Estate and Trusts) Training by Scott Swortzel NGL VP Market Development Click to Play
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NCL

NCE Generation Plus Training Click to Play

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North American

Resources
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Settlers

  • Highest residuals in the industry
  • Benchmark Program up to $2,000 per month to help support lead costs
  • Most competitive premiums in industry
  • Offers accelerated death benefit
  • Highest claim payout in the industry
  • ExpressApp with Voice Signature
  • Free blanket coverage to cover children & grandchildren up to the age of 18 for free
  • Free end of life services
  • Highest residuals in the industry
  • Benchmark Program up to $2,000 per month to help support lead costs


  1. Settlers Overview - Training by Rob Thieles Senior Regional Marketing Director Click to Play
  2. Settlers Incentives Click Here to Play
  3. Learn top reasons why to sell Settlers Life vs. other Final Expense carriers. Click to Play
  4. Settlers End of Life Services - Taught by Frank Porretta - National Agency Director Click to Play
  5. Settlers Rate Calculator Instructions. You must have a writing number to download the rate calendar on your smartphone. Call Settlers directly to request a paper rate book: 800-523-2650
  6. Register for your Agent Portal. This information was provided to you from Settlers on your Welcome Email when you were issued a writing number. Please call Settlers direct if you are having problems registering for your site. 800-877-6191.
  7. Click here to register for new partner training. Use number 12345 if you are waiting for a writing number. A history of Settlers Life, an overview of the products that they offer, and important information to get you started.
  8. Learn top reasons why to sell Settlers Life vs. other Final Expense carriers. Click Here to Play (please note: Renewals have increase since the training!)
  9. ExpressApp Training Learn how to complete Voice Signatures for new applications - no more paper!
  10. Pending Application Training. Provides information about required fields on the Settlers Life application and how to avoid pended business.
  11. Benchmark Training. Learn how to be rewarded cash money for your loyalty in selling Setters policies. Click Here to Play
  12. Power of Using the Magnet-Excellent training guaranteed to help you get referrals! Click Here to Play
  13. How to Sell between Settlers, Great Western and AIG
Ordering Supplies: Order supplies through your agent portal. Once logged in, choose the supplies tab. Suggested items to order below to create 25 client kits:
  • Category App Packs: 25-App Packet
  • Category Applications: 25-ExpressApp Worksheet
  • Category As Needed: 2 Rate Books (one to keep in your office and one to keep in your field portfolio in case you are without internet or cell coverage and 2 Medication Knock Out List (one to keep in your office and one to keep in your field portfolio)
  • Category Marketing Materials: 25 All Inclusive Marketing Kits
Note, when your Settlers products arrive, simply place 1 each of the App Packet and Express App into the folder located on the back-side of the Marketing Kit along with your business card and you will have everything you need to sell Settlers!

Additional Resources