Product Knowledge Training Portal
Your centralized product knowledge training portal for life insurance underwriting
This portal organizes underwriting guides, visual study materials, and reference resources by product type. Use the tabs above to navigate:
Each tab contains Learning Resources (slides, flashcards, mind maps, infographics, podcasts, videos, study guides, quizzes — all carrier-specific) and Underwriting Guides (carrier-specific PDFs).
Some carrier guides cover multiple product types. The product tabs above contain split versions with only the relevant sections. Download the full originals here:
Carrier underwriting, health criteria, Rx criteria & product comparison — Americo, Ethos, FFL, Transamerica, Royal Neighbors, Fidelity Life, MOO, Foresters & Aetna
Carrier underwriting, health criteria, Rx criteria & product comparison — Corebridge, Transamerica, FFL, MOO, Royal Neighbors, Liberty Bankers, AFLAC, Fidelity Life, Ethos, Aetna, Americo, American Amicable & Foresters
Carrier underwriting, health criteria, Rx criteria & product comparison — Americo, Ethos, Transamerica, MOO & American Amicable