Resources

Providence Partner Support

• ON BOARD & GETTING STARTED 

• Carrier Access List (06.2024)

• Lincoln Agency Resource Guide

• Milner Financial Group | Brokerage

• Brokerage Case Status (If you do not have a login, please contact mattc@milnerfinancial.com for more information on HQ View)

• Secura Consultants

• National Benefits Group

• Access to Specialists Contact Sheet

Providence Partner Annuity

• Current MYGA Rates

• Annuity Decision Flow Chart

• Retirement Calculators

Providence Partner Life Insurance

• Risk Planning Pyramid

• Life Insurance Needs Calculator

• Term Life Customer Quotes (example of Vive Platform - customer facing)

• Life Insurance Paramed Exam Tips

• Informal Inquiry

• Impaired Risk Health Questionnaires (Milner Financial)

Providence Partner LTC

• One America Care Solutions Calculator

• LTC Questionnaire

• 6 Ways to Get LTC

Providence Partner Disability

• Disability Data Needed for Case Design

Agent & Advisor Education & Fact Finders

• Advanced Planning Resources from Pentera

• Insurance Policy Data Review - Fact Finder

• Business Owner Data - Fact Finder

• Estate Planning Worksheet - Fact Finder

• Online WebCE Affiliated with Milner Financial 

• Virtual Sales Assistant (example of agent website from FSOnline - customer facing)

Industry Associations

• National Association of Insurance and Financial Advisors(NAIFA) | Alabama

• National Association of Estate Planners & Councils (NAEPC)

• Estate Planning Council of Mobile, Inc.

• Financial Planning Association | Gulf States