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Visit each Product Provider's site below to learn more about each company and product that we offer. For specific questions, always feel free to contact our Company Reps (contact info provided) - their job is to answer your questions about the products, help run illustrations, answer pre-underwriting questions, and more! Alongside your trainer, our Product Providers are here to help you and your journey towards success & spreading financial literacy!
*Self-Study is key! The more you know, the more confident you'll be helping families! Competence breeds confidence!
PRODUCT PROVIDERS
INDEXED UNIVERSAL LIFE
LIFE INSURANCE RETIREMENT STRATEGY (LIRS) / TAX-EFFICIENT SAVINGS STRATEGY (TESS)
![trans-logo.jpg](https://static.wixstatic.com/media/f29653_5b7509b2e104452d804cd683021f6c6e~mv2.jpg/v1/fill/w_277,h_68,al_c,lg_1,q_80,enc_auto/trans-logo.jpg)
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/phone.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/send.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_28,h_20,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/173-1731325_person-icon-png-transparent-png.png)
1.800.322.3796
www.premier.transamerica.com
Cesar Diaz 323.251.5703
IUL PRODUCT BRO...
TERM W/ LIVING BEN...
![nationwide-mutual-insurance-logo.jpg](https://static.wixstatic.com/media/f29653_6c79f79dd5cf4fc9b37918fb7c724512~mv2.jpg/v1/fill/w_64,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/nationwide-mutual-insurance-logo.jpg)
EFT FORM
BUY-SELL AGREEM...
ENTITY CERTIFICAT...
NOTICE OF EMPLO...
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/phone.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/send.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_27,h_20,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/173-1731325_person-icon-png-transparent-png.png)
1.855.455.4139
www.nationwidefinancial.com
Steven Morris 425.466.4976
UNDERWRITING GUIDE
IUL PRODUCT BRO...
1035 EXCHANGE
MEDICAL RELEASE
BUSINESS PLANNING
![Screen Shot 2022-01-04 at 3_50_53 PM.jpg](https://static.wixstatic.com/media/f29653_6c8ec62e048d418094f51b7983b14234~mv2.jpg/v1/fill/w_56,h_26,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/Screen%20Shot%202022-01-04%20at%203_50_53%20PM.jpg)
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/phone.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/send.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_27,h_20,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/173-1731325_person-icon-png-transparent-png.png)
1.877.737.3611
www.financialprofessionals.symetra.com
Rick Gallego 626.241.5000
ABOUT SYMETRA
SYMETRA & SUMITOMO
ILLUSTRATION LOG-IN
FOREIGN NATIONALS
SYMETRA TRAINING
![Pacific-Life-logo-1_webp.jpg](https://static.wixstatic.com/media/f29653_8e0c1e0898744fdab15db836f5b3c6d4~mv2.jpg/v1/fill/w_191,h_103,al_c,q_80,blur_3,enc_auto/Pacific-Life-logo-1_webp.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/send.jpg)
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/phone.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_27,h_20,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/173-1731325_person-icon-png-transparent-png.png)
WELCOME KIT
CONTACT INFO
PRE-UNDERWRITING QUESTIONS
Annuities
![5d1237dd06b9a8f9be1ed823_logo-athene.jpg](https://static.wixstatic.com/media/f29653_e4058f485c4d410d95f00ab5f9e021c6~mv2.jpg/v1/fill/w_54,h_30,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/5d1237dd06b9a8f9be1ed823_logo-athene.jpg)
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/phone.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/send.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_27,h_20,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/173-1731325_person-icon-png-transparent-png.png)
1.888.266.8489
www.atheneannuity.com
Zack Brown 515.342-6325
ATHENE STORY
ATHENE AWARENESS
PRODUCT GUIDE
![Screen Shot 2022-11-06 at 11_23_03 AM.jpg](https://static.wixstatic.com/media/f29653_bfedfe8bedfc44b19c7149e04a614466~mv2.jpg/v1/fill/w_87,h_22,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/Screen%20Shot%202022-11-06%20at%2011_23_03%20AM.jpg)
ANNUITY SALES TOOLKIT
![AMS logo.jpg](https://static.wixstatic.com/media/f29653_2bf8aeb8c7f34dc7bbdccb4cfbb1a00e~mv2.jpg/v1/fill/w_55,h_22,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/AMS%20logo.jpg)
PRODUCT COMPARISON
PERFORMANCE ELITE CONSUMER
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/phone.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/send.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_27,h_20,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/173-1731325_person-icon-png-transparent-png.png)
833.275.4248
https://www.globalatlantic.com/
Anthony Brown 949.370.0942
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/phone.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/send.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_27,h_20,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/173-1731325_person-icon-png-transparent-png.png)
1.800.448.4510
https://wfg.amsfsg.com/Login.aspx
Rick Gallego 626.241.5000
NAIC Product Training
![our-brands-crump-logo.jpg](https://static.wixstatic.com/media/f29653_fa9a882efd6f4940a2a0315544958829~mv2.jpg/v1/fill/w_53,h_17,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/our-brands-crump-logo.jpg)
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/phone.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/send.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_27,h_20,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/173-1731325_person-icon-png-transparent-png.png)
1.888.232.4872
www.wfg.crumplifeinsurance.com
Chris Khatchadrian 610.416.3165
FIXED INDEXED ANNUITY
ANNUITY SELECTOR
![nationwide-mutual-insurance-logo.webp](https://static.wixstatic.com/media/f29653_38f34513b47f48849be1d49b79e393d7~mv2.webp/v1/fill/w_55,h_17,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/nationwide-mutual-insurance-logo.webp)
WELCOME KIT
CONTACT INFO
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/phone.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/send.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_27,h_20,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/173-1731325_person-icon-png-transparent-png.png)
1.855.455.4139
www.nationwidefinancial.com
Brian Marsh 951.250.2312
NEW HEIGHTS PRODUCT GUIDE
JP MORGAN MOZAIC INDEX
TRANSFER OF ASSETS FORM
RGED PRODUCT CODES:
ANNUITY PRODUCT TRAINING
ATHENE
FORETHOUGHT (GLOBAL ATLANTIC)
NORTH AMERICAN
Final Expenses
![2015897.jpg](https://static.wixstatic.com/media/f29653_ccf69047e76c489e8e731923e9536afa~mv2.jpg/v1/fill/w_141,h_112,al_c,q_80,blur_3,enc_auto/2015897.jpg)
![phone.jpg](https://static.wixstatic.com/media/f29653_d02677db72694a1eb2a8552d7dc352e0~mv2.jpg/v1/fill/w_21,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/phone.jpg)
![send.jpg](https://static.wixstatic.com/media/f29653_490104b5180f4e989d015a4151c543ce~mv2.jpg/v1/fill/w_22,h_20,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/send.jpg)
![173-1731325_person-icon-png-transparent-png.png](https://static.wixstatic.com/media/f29653_749711223268475482d511455bb7eafc~mv2.png/v1/fill/w_27,h_20,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/173-1731325_person-icon-png-transparent-png.png)
1.800.736.7311
www.everestfuneral.com/wfg-us/
David Yu 714.310.9573
QUOTES l AGE 0-49
QUOTES l AGE 50+
![Gerb.jpg](https://static.wixstatic.com/media/f29653_dc6c72de783a4be0a4d3ac93e2633dfc~mv2.jpg/v1/fill/w_67,h_28,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/Gerb.jpg)
QUOTES
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