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LIFE

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October 07, 2025

Hi agents,

Regarding Life carriers, we have the following Documents:

Life carrier tracker

Life basics presentation

Xcel Pre-licensing Education

Average Funeral Costs

Final Expense Grid Sheet

Final Expense Grid Sheet 2021

Term Grid Sheet

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HEALTH

October 07, 2025

Hi agents, Regarding Health carriers, we have the following Documents: Carrier tracker Support Numbers Scope of Sales Appointment Confirmation form Health risk assessment questionaire HIPAA Release form Medicare 101 Order marketing materials Vivamás Coordinators List

OBAMACARE/ACA

October 07, 2025

Hi agents, Regarding Obamacare/ACA carriers, we have the following Documents: ACA Carriers Tracker ACA Presentation Health Sherpa 101 - English Health Sherpa 101 - Spanish

NIPR and DICE

October 07, 2025

Agents, if you need to know how to proceed with your numbers and documents, here we have some instructions to NIPR and DICE. NIPR PRESENTATION DICE PRESENTATION

Start here

2025 10

Onboarding

2025 10

LIFE

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