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AGENT RESOURCES

PALIC RESOURCES

PALIC Consumer Video

New Optimum Health (training Deck) HOT! Welcome to
the Family PALIC Assist Health
(LAB PRICE LIST) Assist Health Group Assist Health (LAB) Assist Health (RADIOLOGY)

DOI Complaints PALIC/BCBS PALIC Financial Security PALIC Contacts Attorney Coverage Form PALIC AM Best Upgrade Request Additional States / Fees

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

Benefit Pal App How to use your Policy (Video) Portal Agent Quick Request PALIC/ACA Companion Plan Marketing "Join the Movement" 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

PALIC U65 Lead Program Prospecting, Mike Shiomos (video) Lead Referral Memory Jogger

Refer Me IQ Lead Hustler Lead Script

Prospect America Checklist Lead Sources / Prospecting 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 How to Quote the Package

Client For Life Renewal Reality 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 & TRIPS

Philadelphia American St, Vincent & The Grenadines 2026 Assurity Barcelona 2025 Manhattan Explore the World 2026

PAL Stacking Bonus

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 / New Era Manhattan Life & Annuities PRAM, Standalone RX Card

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: 3710 Rawlins St Ste 1420 Dallas, TX 75219

Hours of Operation:

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

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