Welcome To The Real Financial Agent Resource Center!
Just Getting Started?
Make sure you get familiar with all of the resources below.
Join The Culture
Quick Access
New Agent 25 Day Challenge
Write 5 Policies or Recruit 5 People In Your First 25 Days
and we'll send you a welcome gift!
Roleplaying & Scripts
Ready to start practicing what to say? Download our official phone scripts and hop into the live dial room to start roleplaying with other agents!
Live Dial Room
This zoom room is open 24/7 for agents to hop in and train with each other!
Phone Scripts
Automate Your Insurance Agency
Utilize Our State Of The Art CRM System
Increase Your Lead ROI & Retention!
Quoting Tools
Cheat Sheets
*Remember to check height and weight charts.
On TERM Cheat Sheet:
If it says Guaranteed, ROP, Modified or Graded, offer Accidental
If it says Preferred, Standard, Not Asked, or Immediate write Whole Life
On WHOLE Cheat Sheet:
If it says DECLINE, then offer Accidental
If it says Not Asked, then write Term Life
Age Reference
Age 18-40
30 Year TERM (With Money Back)
Age 40-60
20 Year TERM (No Money Back)
Age 60 to 80
WHOLE LIFE (Lasts Whole Life)
Age 18 to 70
ACCIDENTAL (If Can't Qualify)
UNDERWRITING GUIDES
Google Search: "Carrier Name, Product, Agent Guide" For Quick Access
Example: "Americo Eagle Agent Guide"
Mutual Of Omaha
American Amicable
Aetna
John Hancock
Electronic Applications
Carrier Phone Numbers
Americo: 800-231-0801
Mutual Of Omaha: 800-867-6873
TransAmerica: 877-234-4848
CoreBridge: 800-677-3311
American Amicable: 800-736-7311
John Hancock: 877-606-7779
Aetna: 866-272-6630
Foresters: 800-828-1540
CFG: 800-423-9765
Athene: 888‑266‑8489
Global Atlantic: 855-887-4487
Agent Support
Business Address
11411 Southern Highlands Pkwy,
Las Vegas, NV 89141