Tap play — I'll walk you through what moved across your carriers.
What changed
Pipeline, appointments, and messages waiting on you.
Loading your business…
Your secretary — carriers, your pipeline, drafting follow-ups, prepping calls.
Real wins from the GFI base shop — exams passed, promotions, paychecks, placed cases. Updates daily.
Recent wins
Post a win
Someone on the team win? Put them on the board.
Train the team — carrier knowledge, products, objections, compliance.
Your shelf — carriers
Pick what your client needs — I'll show which of your carriers writes it, with their flagship product.
The guardrails that keep your license safe — especially on IUL.
Verify before you quote
Rates, caps, and underwriting rules change constantly and vary by state. This desk is your fast recall — the carrier's current filed document is always the source of truth. Every carrier card shows a "last verified" date.
IUL is the high-risk zone (AG 49-A)
Illustrated rates and policy-loan leverage are capped under NAIC AG 49-A (with 2026 disclosure enhancements). Avoid restricted language — "investment," "guaranteed," "savings account" — in anything a client could see. Route every IUL illustration claim through you, the licensed agent.
Your scope
Licensed in DC, Maryland & Virginia. Default every quote to those states. RILA products are securities (need Series 6/7 + broker-dealer) — informational only until you're securities-licensed. Corebridge NY (US Life) is a NY-only entity — write DC/MD/VA business on American General Life.
Stay appointed
Keep E&O current and AML training renewed (every 2 yrs). Watch carrier compliance bulletins for advertising, replacement, and suitability rule changes — they carry real penalty exposure.
Log a carrier update
Heard something from a carrier or your IMO? Drop it here and it lands at the top of your feed.