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Downloads for producers of The Lawrence S. Brodsky Agency.

A wealth of information and sales support is located right here. Check back frequently as the area is updated frequently. In addition to being organized by insurance company you have the opportunity to link directly to the PowerPoint presentations.  Be sure that you have an Adobe Acrobat Reader and PowerPoint viewer installed, many of the following require this free software. In order to time on downloads, (particularly for our brokers still on dial up connections) we will begin to compress the larger files in the near future in to self extracting zip files.

POWERPOINT PRESENTATIONS

A complete listing by company of our library of PowerPoint presentations

INSURANCE COMPANY MAGAZINES AND MISC. PUBLICATIONS

Because of the size of most of the magazines and misc. publications downloads from this section may take a while, even with a fast connection. To minimize download time most of the items under this heading will be scanned in black and white, not color.  Finally, only the most recent issues will be kept available.  You may want to save a copy of the PDF document or print a copy for later reference.  The items currently available may be gone when you return next.

Perspective Agent Magazine, 3rd Quarter 2004. This is the publication of American Pioneer. American Pioneer and Constitution Life are sister companies within Universal American Financial Corporation. The products of both companies are the same. Which company you use will depend on the state you are marketing. 

Producer News - Assurity Life for November/December 2004.  DI Statistics, Graded Benefit DI, Term Life Comparison and more in this issue.

Health Learning   This documents outlines the opportunities available through UniCare to learn  more about overall wellness and living healthy as well as the costs associated with health care decisions.

SALES TOOLS

 An EXCEL Spreadsheet illustrating the potential savings of a Health Savings Account (HSA) and a PDF document showing a completed example of its use. Courtesy of Time Insurance.

HSA Road Rules by Dan Perrin, a simple yet comprehensive guideline for HSAs in PDF format. Useful for Consumers, Employers, Insurance producers and anyone else interested in Health Savings Accounts. Mr. Perrin publishes a newsletter called the HSA Insider... details are on the last page of this PDF document.

BRODSKY AGENCY FORMS

Easy to use small employer group health insurance quote request form.

2-99 UNICARE Specific Group Proposal Request Form

Time Insurance Specific Individual Major Medical Proposal Request Form

BRODSKY AGENCY CONTRACTING AND LICENSING FORMS

Health Plan Administrators - Please complete and return to The Brodsky Agency

Freedom and Health Link STM (Clarendon)

Liberty and Select STM contracting

Rx Co-Pay Card contracting

Smile Dental (Security Life) contracting

International Medical Group (IMG)

International Medical Group Producer Agreement

North American - Please complete all and return to The Brodsky Agency

Contract

EFT

Confidential History

Commission Schedule

Time Insurance

Licensing forms, part 1 of 2

Licensing forms, part 2 of 2

World Insurance

Appointment Checklist

Appointment Forms

INSURER FORMS AND SALES SUPPORT

AIG/American General

Term Insurance Underwriting Guidelines, May 2004

Universal Life Underwriting Guidelines, May 2004

HPA

RX Co-Pay Card Brochure and Application

Smile Dental Brochure and Application

International Medical Group

Patriot Brochure Patriot Executive Brochure  Patriot Group Brochure  Global Medical Brochure, and Global Medical Rates and application

The above products provide international medical coverage. If you have your own website we can provide the capability of on-line enrollment through your agency's site, if not, through our site. The Internet enrollment capability is free for our producers, just ask.

NAIM Dental/Vision

NAIM Dental/Vision software download

The NAIM Dental/Vision plan provides groups of one or more voluntary and regular dental and vision plans. Either Dental or Vision can be sold stand alone or together. The voluntary plan has no minimum participation requirement. These are real insurance plans... not a discount card. The software includes quoting capabilities, marketing brochures and all the forms necessary to start selling right away. Depending on your browser you may need to right click on the link and choose "save link as". You will need to have MS Word, MS Excel and Adobe Acrobat Reader to use this download.

North American Company for Life and Health (NACOLAH)

So Many Choices... So Many Solutions

This document reviews the diverse life insurance portfolio of NACOLAH and how each plan may meet your clients varying needs.

Petersen International

The Bridge Plan 

Petersen International Underwriters provides a variety of specialty products including The Bridge Plan. The Bridge Plan provides medical insurance for U.S. residents awaiting eligibility for Medicare or those without Medicare Part A or B.

Many of our producers have been asking for an easy to use group proposal request form. Here it is! You will need Adobe Acrobat Reader to use this form.

Starmark

A Sample issue of Starmark's HealthyFoundations publication

Sent to Starmark's Small Group Customers. Great information. Professional appearance.

UniCare

2-99 Life Group Proposal Request Form

A more UNICARE specific proposal request form than The Brodsky Agency census form above.


Something is new at brodskyagency.com virtually everyday. The most recent update to this page was on 06/17/2008

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