Identify the Need
Start with income protection, legacy, LTC, business planning, or policy review.
Advisor Resource Center
Resources built for better planning conversations.
Access underwriting tools, application guidance, advisor-facing sales concepts, and request forms designed to help you prepare stronger cases and move clients through the process with confidence.
Quick Access
Start with the tools advisors use most.
Prioritize the highest-frequency advisor workflows: questionnaires, illustration requests, policy reviews, application support, and underwriting references.
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Dynamic Questionnaire
Use an adaptive questionnaire to gather the right follow-up information based on the client's medical history.
Start questionnaire →
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Illustration Requests
Submit term, VUL, GUL, hybrid LTC, disability, or policy review illustration requests from one place.
Submit request →
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Auto-Declines
Check common medical, occupational, and financial factors that may create an automatic decline risk.
View guide →
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Application Resources
Find product-specific guidance for applications, required forms, signatures, and submission requirements.
Explore applications →
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Build Charts
Reference height and weight guidelines, BMI considerations, and carrier-specific build expectations.
Open charts →
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Protection Advantage
Access advisor and client resources that help support the application and underwriting experience.
View program →
Case Flow
Move from planning opportunity to submitted case.
The site reinforces the path advisors take from identifying an opportunity to preparing the case and submitting the right request.
Gather Information
Use questionnaires, build charts, underwriting guides, and product-specific checklists.
Submit the Request
Send illustration requests, policy reviews, underwriting questions, or Protection Advantage enrollments.
Move the Case Forward
Use application resources and case support materials to help clients through the process.