GPA Resources & Forms
- 10 Reasons Why We’re the Place for Life Insurance
- Advance Comp Promotion
- Advanced Markets
- Alternative UW Options by Carrier
- Buy-Sell Agreements Guide
- Carrier List
- Carrier Highlights
- Carrier Solutions
- Client Planning Guide
- Commission Cut-Off Dates
- Concierge Service
- Contracting Packet
- GPA Intro Brochure
- GPA Overview
- GPA Producer Manual
- GPA QuickStart Guide & EE Contact
- HIPAA Form
- iProspector — Consumer Quoting Tool
- LTC: Alternative Options
- LTC Insurance Coverage Waiver
- MassMutual Product Portfolio
- Mobile App Directory and Download Instructions
- Policy Review Service
- Pre-App Form (fillable) — good for iGO prep
- Prescreen Guide for Life Ins (fillable)
- Tymbak — Digital Marketing Solution
- Website Directory
Helpful Forms & Carrier Pieces
- 2022 Medicare-and-You
- 2020 Baby Boomer’s Guide to Social Security (Lincoln)
- 2022 Social Security Fact Sheet
- DOL: Best Interest Questionnaire
- DOL: Disclosure Statement for Recommendations of Life Insurance Policies to Retirement Investors
- DOL: Suitability – ERISA/IRA Rollover Worksheet
- Fact Finder Retirement Questionnaire
- Last Wishes Guide (Gerber)
- Life Insurance Buyer’s Guide (NAIC)
- Life Insurance Quick Estimator Form
- Life Settlement Agent of Record Agreement
- Long-Term Care Buyer’s Guide (NAIC)
- Step by Step, A Guide to Receiving LTC (OneAmerica)
Consumer Resources: