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AGENT RESOURCES

PALIC RESOURCES

PALIC Consumer Video

New Optimum Health (training Deck) HOT! Optimum Health Corporate Training (video) PALIC Training Calendar Jan 2025 Welcome to
the Family PALIC Assist Health
(LAB PRICE LIST) Assist Health Group Assist Health (LAB) Assist Health (RADIOLOGY)

PALIC U65 Stacking Bonus PALIC U65 All Incentives DOI Complaints PALIC/BCBS PALIC Financial Security PALIC Contacts Attorney Coverage Form Request Additional States / Fees State Availability (PALIC)

PALIC Presentation Deck U65 GROUP Underwriting List Bill Procedures Group Quote Request (20+) U65 Underwriting Manual (IND) Enrollment Portal Training PALIC RX Member Benefits PALIC AM Best Upgrade

Benefit Pal App How to use your Policy (Video) Portal Agent Quick Request PALIC/ACA Companion Plan Marketing "Join the Movement" Bundle Plans Chart HSPG New Client "Leave Behind"

PALIC Training Calendar
(Jan 2023) Additional States (FL) Welcome to
the Family PALIC Assist Health
(LAB PRICE LIST) Assist Health Group Assist Health (LAB) Assist Health (RADIOLOGY) Karis / PALIC Negotiation

Request Additional States Commission Report Legend DOI Complaints PALIC/BCBS PALIC Financial Security PALIC Contacts Attorney Coverage Form State Availability (PALIC) Karis / PAL Navigation

PALIC AM Best Upgrade U65 GROUP Underwriting List Bill Procedures Group Quote Request (20+) U65 INDIVIDUAL Underwriting Manual Enrollment Portal Training PALIC RX Member Benefits Karis / PAL Navigation 2

Benefit Pal App How to use your Policy (Video) Portal Agent Quick Request PALIC/ACA Companion Plan Marketing "Join the Movement" Bundle Plans Chart HSPG New Client "Leave Behind" State Appt Fees

LEADS / PROSPECTING

LUCIDA Leads 2024 Pricing (special UBP rate) lucidaleads.com PALIC U65 Lead Program Lead Referral Memory Jogger

Refer Me IQ Lead Hustler Lead Script Prospecting, Mike Shiomos (video)

Prospect America Checklist Lead Sources / Prospecting PAl / New Horizons Lead Order Form Prospect Quoting Form

Lead Script TMS Lead Order Form (PALIC) Lead Program Credit
Re-Direct Form Lead Referral Memory Jogger

Refer Me IQ Refer Me IQ Webinar Recording W/ Peter Vilardi Lead Hustler TMS Lead Script Lead Sources / Prospecting

PALIC U65 Lead Credit Program Prospect America Checklist Prospecting, Mike Shiomos (video) Prospect Quoting Form

UBP RESOURCES

UBP Power Portfolio UBP Portfolio Carriers Association / Private Label

Sales Script Claims Graph

UBP Power Portfolio UBP Portfolio Carriers Association / Private Label

Sales Script Claims Graph

PACKAGING RULES

Critical Illness Statistics Why CI? CI & ACC Complement Multiple Products, Billed Separately Package GTL Critical Provider (video 1:29) How to Quote the Package

Client For Life Renewal Reality Packaging Complementary Products,Mark LaFavre Video Build A Moat Around Your Client Package For Portability Package With Any Health Plan

Critical Illness Statistics Why CI? CI & ACC Complement Multiple Products, Billed Separately UBP Morning Meeting

Client For Life Renewal Reality Packaging Complementary Products,
Mark LaFavre Video (46 min) Build A Moat Around Your Client

BONUS PROGRAMS

Assurity Vancouver 2024 Assurity Barcelona 2025 Manhattan Trip Presidents 2024 Manhattan Trip Chairmans 2024

PALIC Persistancy Bonus Allstate Health Solutions Agent Bonus 2024 PAL Stacking Bonus Cigna Monte Carlo 2024

PALIC Break the Bank UHC Fall into Cash UHC Tri Term Bonus $500 Per App Allstate (NatGen) Bonus

PALIC Persistancy Bonus UBP Agent Referal Bonus PAL 2022 Leaders Conference Photos

SUPPLEMENTAL HEALTH CARRIER WEBSITES

Guarantee Trust Life, CI, ACC, Cancer, Cash Cancer GAC, VBA ACC Mutual of Omaha, CI, DI Assurity Life, CI, DI, ADD (Acciflex)

Philadelphia American Life, CI, ACC, Dental Manhattan Life & Annuities PRAM, Standalone RX Card OptiMed MEC

Guarantee Trust Life, CI, ACC, Cancer, Cash Cancer GAC, VBA ACC Mutual of Omaha, CI, DI Assurity Life, CI, DI, ADD (Acciflex)

Philadelphia American Life, CI, ACC, Dental IHC, CI, ACC, Dental PRAM, Standalone RX Card OptiMed MEC

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PRODUCT CENTER (U65)

AGENT RESOURCES

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SALES PRESENTATIONS

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TRAINING TOOLS

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Phone: (469) 439-1196 | Address: 8300 Douglas Ave Ste 800, Dallas, TX 75225

Hours of Operation:

Mon - Fri: 9:00 am - 5:00 pm
Sat - Sun: Closed

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