Resources

Industry insights, product updates, and useful resources for independent insurance agents, financial advisors, and BGAs.

Browse by
Advisor Resources

Now Available: Transamerica Final Expense
Life Insurance Basics

How to use the life insurance ladder strategy to save your clients money
Life Insurance Basics

What is convertible term life insurance?
Advisor Resources

Case Study: Rice Insurance
Advisor Resources

Email Templates: Get your life insurance marketing started
Life Insurance Basics

Term vs. permanent life insurance
Life Insurance Basics

An advisor's guide to long-term disability insurance
Life Insurance Basics

What are the types of disability insurance?
Life Insurance Basics

What does life insurance cover?
Life Insurance Basics

What are life insurance classifications?
Advisor Resources

What is a life insurance rider?
Life Insurance Basics

Whole life insurance: What is it & how does it work?
Advisor Resources

Three email sequences to help you during Life Insurance Awareness Month
Life Insurance Basics

8 Life insurance myths, debunked: A whitepaper for clients
Advisor Resources

Policygenius Pro life insurance application process: An overview for clients
Life Insurance Basics

Who needs life insurance and why?
Videos and Webinars

Video demo: Learn how to use the Policygenius Pro platform
Advisor Resources

Why group life coverage isn’t enough
Advisor Resources

An overview of Policygenius Pro for agents and advisors
Advisor Resources

Client testimonials on the Policygenius Pro experience
Advisor Resources

How to: Schedule client calls with Policygenius Pro
Advisor Resources

Accelerated underwriting offerings: What you need to know
Advisor Resources

Policygenius exclusive carrier: Brighthouse SimplySelect
Advisor Resources

How much life insurance does your client need?
Advisor Resources

Agents and advisors testimonials on the Policygenius Pro experience
Advisor Resources

An overview of the Policygenius Pro platform for your clients
Life Insurance Basics

Group life insurance: What is it and does your client need it?
Life Insurance Basics

Term vs. whole life insurance: What’s the difference?
Life Insurance Basics

Term life insurance: What is it and how does it work?
Life Insurance Basics

No-medical-exam life insurance: What you need to know
Life Insurance Basics

Helping your client lower their life insurance premiums
eBooks & Whitepapers

Term insurance for clients aged 50+: What advisors should consider
eBooks & Whitepapers

5 steps to scaling your financial advisory practice
eBooks & Whitepapers

Close the sale: How to overcome the 5 most common life insurance buying objections

Don’t miss new updates from us