THE THEODORE GROUP
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Underwriting Tools

UNDERWRITING GRIDS


  • TERM & UNIVERSAL LIFE UNDERWRITING GRID
  • WHOLE LIFE UNDERWRITING GRID​
    • ​Click here to hear Matthew Weiner explain how to use these grids.
  • HEIGHT AND WEIGHT CHART- TERM & UL
  • HEIGHT AND WEIGHT CHART - WHOLE LIFE
    • ​Click here to hear Hutch explain how to use these charts.

PRODUCT TABLES


  • ​​TERM & UL PRODUCT TABLE
  • WHOLE LIFE PRODUCT TABLE
    • ​Click here to hear Jon Schwartz explain how to use these tables.

ADDITIONAL DOCUMENTS


  1. Americo Eagle Premier Whole Life (Final Expense)​
    ​> Click Here for a copy of the application to help with underwriting 
​This training website is designed to equip and empower you to have a fast start in the mortgage protection industry.  The information and tools on this site will prepare you to "DO" the job.  As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Theodore Group.  Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.
  • Home
  • New Agents
  • Agent Training
    • Lead Driven
    • Self Driven
    • Weekly Sales Tips
  • Conference Calls
  • Bonuses
  • Careers
  • Agent Tools
  • Underwriting