Productivity Suite

Keep up to date with the latest carrier news, product selection resources, and iTrust content. Feel free to browse through our latest educational materials and broaden your sales arsenal!

Blog

From our Blog

22 August 2024
Irrevocable trusts have long been core...
22 August 2024
Less than 1% of term insurance ever...
22 August 2024
What is it, and what should your...
22 August 2024
The FTC is proposing dramatic changes...
22 August 2024
It's a big year for estate taxes,...

iTrust Industry Updates

blue-lock

Receive up-to-date news straight from top carriers in the market. Stay up-to-date with product updates, form change notifications, and other important pieces from our partners in the industry.

"Foresters Releases your Term Non-Medical Underwriting..."

 "Symetra's SwiftProtector IUL Is Now Live"

   Protective Life New, Multifaceted Conversion Rider..."

iTrust Media

Annuity RateWatch



 
Tools

iTrust Forms, Fact Finders, & Client Calculators

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Authorization to Obtain & Disclose
iTrust Advisors
Authorization to Obtain & Disclose
Locked
blue-lock

iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics.

Preliminary Inquiry
iTrust Advisors
Preliminary Inquiry
Locked
blue-lock

iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics.

Illustration Request
iTrust Life
Illustration Request
Locked
blue-lock

iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics.

PDF of iTrust DI Quote Request form.
iTrust DI Quote Request
Locked

iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics.

SPIA Quote Request
iTrust
SPIA Quote Request
Locked
blue-lock

iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics.

DI Quote Request
iTrust LTC
DI Quote Request
Locked
blue-lock

iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics.

Additional Resources

blue-lock

iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. These include

Life Product Selection Resources, Life Rider Selection Resources, Asset-Based LTC Product Selection Resources
and
Underwriting Cheat Sheets, Underwriting Build Charts, and Field Underwriting Guides.

Efficiency at Your Fingertips...

Portal Login CTA

 

Efficiency at Your Fingertips...

Portal Login CTA

 

Contact us today to learn more about
how we can help you thrive!

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

blue-lock

iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics.