← recent team meetings
← recent team meetings
Sales Performance Tracking Template →
Dialing Scripts →
Qualifying Questions Template →
Indexed Universal Life Presentation →
Opportunity Fund Presentation →
Sales Performance Tracking Template →
Dialing Scripts →
Qualifying Q's Template →
IUL Presentation →
OF Presentation →
Fixed Indexed Annuity Presentation →
FIA Presentation →
Sales Suite Buttons Guide →
Sales Suite Buttons Guide →
Attorney Partnership →
Attorney Partnership →
REGISTRATION
LICENSING
(402) 423-4022 ext. 233
michellep@cfslinc.com
Questions regarding non-resident and resident licenses.
Access to applications for newly licensed states.
Include a copy of the relevant state license when requesting access to the state's e-app.
AGENCY DEVELOPMENT
(319) 400-9580
nate@ameritasfc.net
Questions about life and annuity products.
Case design and illustrations.
CC on all emails:
stevesuhr@ameritasfc.net
NEW BUSINESS
(402) 423-4022 ext. 215
kelly@ameritasfc.net
E-application software challenges (CC Michelle Pierce if state license related).
Paper applications.
CC on all emails:
stevesuhr@ameritasfc.net
NEW BUSINESS
fixednb@ameritaswealth.com
Delivery of pending requirements; medical records, statements, cover letters, EFT forms, and other requested documents.
Delivery of answers to outstanding underwriter questions.
CC on all emails:
stevesuhr@ameritasfc.net
NEW BUSINESS
(402) 423-4022 ext. 215
kelly@ameritasfc.net
Questions about policy delivery packages.
Signed delivery requirements (include Docusign certificate).
CC on all emails:
stevesuhr@ameritasfc.net
NEW BUSINESS
(402) 423-4022 ext. 215
kelly@ameritasfc.net
Commission questions and correction requests.
CC on all emails:
stevesuhr@ameritasfc.net
CLIENT SERVICE
(402) 397-1952 ext. 101
teresa@ameritasfc.net
Questions pertaining to in-force policies; premium updates, policy structure changes, and any other policy service requests.
CC on all emails:
stevesuhr@ameritasfc.net
Please send to: fixedsvc@ameritaswealth.com
CLIENT SERVICE
(402) 397-1952 ext. 101
teresa@ameritasfc.net
Questions pertaining to in-force policies; premium updates, policy structure changes, and any other policy service requests.
CC on all emails:
stevesuhr@ameritasfc.net
Please send to: fixedsvc@ameritaswealth.com