New Agent Launch Pad
Are you contracted for life business at F&G?
Are you contracted for life business at F&G?
Yes
Awesome! You’ll need your F&G agent code and if you’re not sure what it is, please call F&G contracting at 800.445.6758, option 4
No
Contact your upline or marketing organization (IMO)
Not sure?
Reach out to your IMO or contact F&G contracting at 800.445.6758, option 4
Accessing SalesLink
Once you have your F&G agent code, you’re ready to log into our agent portal, SalesLink. Here’s how you do it:
New Agent Launch Pad
State Licensing Check
State Licensing Check
Is this client in a state besides your resident state?
If so, ensure you have an active appointment and meet any state-specific requirements (CA and IA have training requirements!)
Not sure?
Call F&G contracting at 800.445.6758, option 4
Field Underwriting Assessment
Gather detailed medical, personal, and financial information
Review our guidelines to identify cases we can accept.
Underwriting Guidelines
Need a risk assessment?
Call our underwriters at 800.445.6758, option 2, option 5
Remember: Field underwriting includes financial justification for the insurance amount!
New Agent Launch Pad
A Day or Two in Advance
Create Your Illustration
Access Illustrations
SalesLink > Sales Tools > Illustrations
Design based on client's goals, needs, and budget
Save illustration to your computer (required for e-App process)
We recommend running illustrations at standard rates
Need help?
Follow along to see how to access illustrations and e-App
New Agent Launch Pad
Submit Application
Access Online Applications
SalesLink > Forms > Online Applications (or homepage "Online Applications")
Important:Select your LIFE code with F&G (might differ from your annuities code)
Required: Have your saved illustration ready to attach
Key e-App Features:
Two-part application with two client signature processes
Real-time data collection for point-of-sale approval eligibility
15-day completion window from start to submission
After both client signatures are complete, you must also click SUBMIT
Set up policy drafting correctly
Review this short video to learn about the different drafting options
New Agent Launch Pad
After Application Submission
Congratulations!
You've made an excellent decision in helping your clients turn their aspirations into reality.
What happens next?
Ages 0-60, $1M¹ or less: Relax while we handle the next steps!
InstApproval® eligible clients: May receive point-of-sale approval²
Exam-Free³ process: No paramedical, no hassle
F&G Everlast: No APS or phone interview for ages 18-60, through $500,000⁴
Illustration Tutorials
Quick Solve for Accumulation
Length of recording - 5:50min
Our "Quick Solve" feature helps you to create powerful accumulation designs in just a few clicks.
Accumulation & Income: Solve for face and premium
Length of recording - 12:51min
Learn a variety of ways to illustrate accumulation designs with income/loans. We show you how to determine a minimum face amount (if you know the client's premium) or the premium amount that is needed to maximize accumulation for the death benefit your client needs.
Accumulation:No income designs for cash value
Length of recording - 10:27min
Create solutions that will optimize cash accumulation potential without showing income/loans.
Target Funded Designs
Length of recording - 6:40min
If you know your client's premium and want to show a target funded case, this tutorial will show you how to do this both with loans and without.
Juvenile Case Designs
Length of recording - 18:08min
Take care of your youngest clients! Learn how to easily run the most common scenarios for juvenile case designs including college funding and accumulation maximization.
F&G Pathsetter:Simple Solve Illustration Tutorial
Length of recording - 25:01min
An easy way to put the pieces together with a premium solve or face amount solve to deliver a death benefit-focused design.
Doing Business
Life e-App:Quick start training
Length of recording - 40:46min
If you are ready to get going and want to get familiar with our Life e-App - this is the place to start! You'll learn the quick how-to's and be confident walking into your next client appointment.
New Business & Underwriting Overview
Length of recording - 37:35min
We know you are ready to grow your IUL business with F&G and we are excited to partner with you! Get to know the new business process (including our Exam-Free Underwriting!) and you'll be ready to take your apps from submit to inforce in no time.
Life e-App:Step-by-step tutorial
Length of recording - 1hr 17min
This in-depth session will walk you through every stage of the F&G Life e-App. You will learn tips & tricks to save time and ensure your applications are recieved in good order. You'll be an expert on the F&G e-app!
New PAC Form
Length of recording - 7:21min
Quick Start:Doing Business with F&G
Length of recording - 15:10min
You’re ready to take an app – so let’s go! This quick training will show you how to go from Illustration > e-App > Underwriting > Policy Issuance > Delivery to build your business!
Webinar Recording:Field Underwriting Overview, Best Practices
Length of recording - 45:21min
It may sound scary, but we break down the simple actions you can take to improve your approval and success rates – and greatly improve your clients’ experience. Quality field underwriting is the best way to get your cases through more quickly and with fewer requirements, and that’s a win-win!
Product Training
Product Overview & Illustration Demo
Length of recording - 13:52min
F&G Pathsetter
Length of recording - 28:44min
F&G Pathsetter has the features, benefits & performance to help your clients meet their goals. Learn about what makes this IUL stand out!
F&G Everlast
Length of recording - 49:39min
F&G Everlast provides the optimal solution for your clients looking for low-cost, permanent protection with a simple process. F&G Everlast is underwritten with no exams, no phone interview and no APS for ages 0-60, through $500,000!
IUL 101The basics
Length of recording - 32:09min
This session introduces you to the concepts that make IUL such a powerful solution including flexibility, upside potential and permanent protection. If you are just getting started with IULs (or need a refresher!) this one is for you. Keep in mind, this is a recording of one of our live webinar sessions, please disregard all references to the "chat" feature.
Spanish Training
En español: Solución rápida Pathsetter para acumulación
Length of recording - 9:36min
Nuestra función de "Solución Rápida" te ayuda a crear poderosos diseños de acumulación en solo unos pocos clics.
En español: Acumulación e Ingresos
Length of recording - 9:44min
Aprende una variedad de formas de ilustrar diseños de acumulación con ingresos/préstamos. Te mostramos cómo determinar una cantidad mínima de capital (si conoces la prima del cliente) o la cantidad de prima que se necesita para maximizar la acumulación para el beneficio por fallecimiento que tu cliente necesita.
En español: Dial de Beneficios F&G
Length of recording - 15:50min
En español: Superando Obstaculos con Confianza
Length of recording - 40:39min
