Senior

We do our best to maintain this forms section for your convenience. If you can't find a form you need or find one you think is outdated, please notify us.

Annuities

Please contact our office for licensing and forms.
  • Allianz Life
  • Great American Insurance Group
  • Aviva
  • American Equity

Dental / Vision

We offer a variety of carriers for these coverages.  Our online quote engine makes it easy to compare & find the best plan to fit your needs.

Final Expense

Aetna

Application

Payment Submittal Form

Brochure

Producer Statement

Fax Cover Sheet

Rate Guide

HIPAA Form

Replacement Form

Omaha

Life Product Portfolio Brokage

Living Promise Life App

Replacement Form

Submission Form

Long Term Care

Please contact our office for licensing and forms - you must have the certification in order to sell this product.
  • Genworth Financial
  • Mutual of Omaha

Medicare Advantage

  • Aetna/Coventry
  • Allwell
  • Anthem
  • Humana
  • Medical Mutual of Ohio
  • The Health Plan
  • United Healthcare

Please contact our office for licensing and forms - you must have the certification in order to sell this product.

Medicare Supplements

Get A Quote Now!

MedSupp Rate Comparison Chart

Aetna (AHIC)

Aetna (AHIC) Website

Rates (5/1/2018)

Replacement Form

Fax Coversheet

Application (7/1/2017)

Outline of Coverage (7/1/2017)

Americo (Great Southern Life)

Americo Website

Underwriting guide

GSL Application

GSL Rate Sheet

GSL Outline of Coverage

Anthem BCBS

Anthem BCBS Website

Application and rates (eff 7.1.18)

Medicare Select List of Hospitals

Cigna Health and Life

Cigna (CHLIC) Website

Application (eff 10/14/16)

Fax coversheet (9.16.16)

Outline of coverage and rates (10/01/2017)

Medical Mutual of Ohio

Medical Mutual of Ohio Website

Application (eff 1.1.19)

Rates (eff. 1.1.19)

United Healthcare

Please contact our office for licensing and forms - you must have the certification in order to sell this product.

United Healthcare Website

United World Life

A Mutual of Omaha Company

United World Life Website

Application

Rates and outline (eff 8/1/2018)

Prescription Drug Card

Please contact our office for licensing and forms - you must have the certification in order to sell this product.
  • Aetna/Coventry
  • EnvisionRXPlus
  • Humana
  • Mutual of Omaha
  • SilverScript
  • United Healthcare