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Concourse Advisor Resource Center Underwriting, applications, sales concepts, and case support
Sales Resources

Planning concepts that create advisor opportunity.

Advisor-facing planning concepts, client profiles, conversation starters, required information, common objections, and next actions for illustration or policy review requests.

Request Illustration Request Policy Review
Concepts

Advisor-facing sales concept library.

Each concept can become its own page with ideal client profile, talking points, required information, objections, and request buttons.

Life Insurance Retirement PlanningPosition VUL as a planning tool for clients seeking tax-advantaged supplemental retirement income potential.
Wealth Transfer / Estate PlanningUse permanent or survivorship life insurance to enhance legacy planning and deepen generational conversations.
IRA MaxExplore whether IRA earnings or RMDs can be repositioned to create more efficient legacy value.
LTC / Chronic IllnessFrame care planning around asset protection, family burden, concierge support, and flexibility of care.
Business PlanningSupport key person, buy-sell, executive bonus, business succession, and disability planning conversations.

Illustration Requests

Centralize quote submissions for term, VUL, GUL, SVUL, hybrid LTC, traditional LTC, disability, and policy reviews.

  • Advisor and branch information
  • Client name, age, state, and health summary
  • Purpose of coverage and funding source
  • Premium target, face amount, or solve objective

Policy Review Requests

For existing policies where the advisor needs a clear explanation of what the client owns, what it costs, and what options may exist.

  • Annual statement upload
  • In-force ledger upload
  • Loan, premium, and death benefit summary
  • Replacement or rescue-case notes