Click on the link for the information you need:
- Application Forms & Information
- Appointment & Licensing Forms & Information
- Carrier Underwriting Information
- Case Management
- Customer Service
- EFT Form
- E & O Insurance for brokers
- Fact Finders
- Financial Planning
- Geriatric Resources
- Government
- HIPPA Authorization Form
- Professional Organizations
- Sales & Selling Ideas
- Substandard Underwriting Resources
- Underwriting Resource Links
Financial Planning
- Mutual Fund Companies
- NASDAQ – Stock market major indexes
- Investment Company Institute – Mutual fund and economic information.
- Financial Times – Investment news and trends.
Geriatric Resources
These links may be helpful in understanding geriatric issues and providing valuable advice to an aging population of clients.
- SeniorNet.org – Offers excellent resources for social and educational aspects of senior living.
- Today’s Seniors – Ideas, tips, and information for Seniors.
Government
- National Association of Insurance Commissioners
- NY State Dept. of Financial Services
- Securities Exchange Commission
- Pension Benefit Guaranty Corporation
- Social Security Administration
Professional Organizations
- Society of Financial Service Professionals (CLU/Chfc)
- LICONY – Life Insurance Council of NY
- NAIFA – Formerly National Association of Life Underwriters
- MDRT – Million Dollar Round Table
- PIA – Professional Insurance Agents
- IIAA– Independent Insurance Agents Association
- NYSSCPA – NY State CPA Society
Sales & Selling Ideas
- Advisor Today
- Agent Website Vendor
- Fact Finders
- Marketing, Selling and Communicating
- Selling Power – Sales tips and resources.