Get Contracted
Are you contracted for life business at F&G?
Yes
Awesome! You’ll need your F&G agent code and if you’re not sure what it is, please call F&G contracting at 800.445.6758, option 4
No
Contact your upline or marketing organization (IMO)
Not sure?
Reach out to your IMO or contact F&G contracting at 800.445.6758, option 4
Accessing SalesLink
Yes
Awesome! You’ll need your F&G agent code and if you’re not sure what it is, please call F&G contracting at 800.445.6758, option 4
No
Contact your upline or marketing organization (IMO)
Not sure?
Reach out to your IMO or contact F&G contracting at 800.445.6758, option 4
Once you have your F&G agent code, you’re ready to log into our agent portal, SalesLink. Here’s how you do it:
Help with logging into SalesLink
Help with logging into SalesLink
A Few Days Before Your Client Meeting
State Licensing Check
Not sure?
Call F&G contracting at 800.445.6758, option 4
Is this client in a state besides your resident state?
If so, ensure you have an active appointment and meet any state-specific requirements (CA and IA have training requirements!)
If so, ensure you have an active appointment and meet any state-specific requirements (CA and IA have training requirements!)
Not sure?
Call F&G contracting at 800.445.6758, option 4
Field Underwriting Assessment
Gather detailed medical, personal, and financial information
Review our guidelines to identify cases we can accept.
Underwriting Guidelines
Review our guidelines to identify cases we can accept.
Underwriting Guidelines
Need a risk assessment?
Call our underwriters at 800.445.6758, option 2, option 5
Remember: Field underwriting includes financial justification for the insurance amount!
Remember: Field underwriting includes financial justification for the insurance amount!
A Day or Two in Advance
Create Your Illustration
Access Illustrations
SalesLink > Sales Tools > Illustrations
Design based on client's goals, needs, and budget
Access Illustrations
SalesLink > Sales Tools > Illustrations
Design based on client's goals, needs, and budget
Save illustration to your computer (required for e-App process)
We recommend running illustrations at standard rates
Need help?
Follow along to see how to access illustrations and e-App
Submit Application
Access Online Applications
SalesLink > Forms > Online Applications (or homepage "Online Applications")
Important:Select your LIFE code with F&G (might differ from your annuities code)
Required: Have your saved illustration ready to attach
Key e-App Features:
SalesLink > Forms > Online Applications (or homepage "Online Applications")
Important:Select your LIFE code with F&G (might differ from your annuities code)
Required: Have your saved illustration ready to attach
Key e-App Features:
- Two-part application with two client signature processes
- Real-time data collection for point-of-sale approval eligibility
- 15-day completion window from start to submission
- After both client signatures are complete, you must also click SUBMIT
Set up policy drafting correctly
Review this short video to learn about the different drafting options
After Application Submission
Congratulations!
You've made an excellent decision in helping your clients turn their aspirations into reality.
What happens next?
- Ages 0-60, $1M¹ or less: Relax while we handle the next steps!
- InstApproval® eligible clients: May receive point-of-sale approval²
- Exam-Free³ process: No paramedical, no hassle
Stay Connected
Track your business: SalesLink > My Business > New Business
Get updates: My Account > Subscriptions for automated notifications
Need support: lifecasemgmt@fglife.com
Get updates: My Account > Subscriptions for automated notifications
Need support: lifecasemgmt@fglife.com
