A curated set of calculators, scripts, and training resources built from real production experience. Check back often for updates.
Use what you need. Bookmark the rest. Request what you don’t see!
Featured Tools
Highest-use resources. Fastest path to clarity.
Medicare Advantage Commission Calculator
Forecast Medicare revenue and sales opportunity in minutes.
- Model placement and productivity
- Pressure test growth scenarios
- Clear output you can act on
Final Expense Commission Calculator
Project your earning potential selling final expense.
- Simple assumptions & output
- Great for planning
- Useful even if you’re small today
Lead Order Requests to Drive Sales & Revenue
Request lead order information to begin driving more sales and revenue.
- Lead Types & Sources
- Cost Variations & Volume Pricing
- Best Practices
Resource Library
Strategic Resources
Planning tools and high-leverage shortcuts.
Insurance Sales Jobs
Find or post insurance sales jobs.
Insurance Sales Books
A curated list that improves skill, not just motivation.
Getting Broker Contracts
Know what matters before you sign with any FMO.
Licensing & Compliance
Contracting, CE, and guardrails that keep you moving.
Insurance License Study Materials
Study resources organized for speed and confidence.
Continuing Education Courses
Approved CE providers and how to choose the right one.
E&O Insurance for Insurance Agents
Understand coverage decisions before they bite you.
Freebies
Downloads, bundles and guides your team can use immediately.
Fact Finder
Insurance fact finder for agents selling multiple products.
Tax-Free Retirement Sales Script
Get your FREE Proven Tax-Free Retirement Sales Presentation and Script
CSR Questions To Ask
Questions CSRs should be asking to generate life leads.
AML Training Shortcut
Get the requirement handled without wasting time.
Cross Selling Life Marketing Bundle
Templates you can deploy without starting from scratch.
Carrier Logins Shortcut
Stop hunting for portals. Keep this bookmarked.
Impaired Risk Life Guide
Ask the right questions before you submit the app.
Income Estimator
Quick projection for planning and recruiting.
Non-Med Life Insurance Cheat Sheet
Get the top 20 non-med life insurance companies.
Pivot to Life Scripts
Cross-sell life with confidence and clean language.
Final Expense Sales Presentation
Get the exact script this $200K per year top producer has used the last 10 years.
Mortgage Protection Income Estimator
Run scenarios to see your earning potential with mortgage protection insurance.
Current Annuity Rates
Stay up to speed with current annuity rates from top carriers.
AHIP Discount
Use the Redbird link to get your AHIP Discount.
Online Reviews to Generate Leads
Ultimate Guide to Using Online Reviews to Generate Insurance Leads.
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If you’re an agency owner ready to scale beyond DIY tools, explore membership.