Products and Sales

Term Life Products
Discover the latest available in Life Insurance. View product features, underwriting guidelines and state approvals.

Annuity Products
Offer your client a full product portfolio. Find product details, base rates, bonus availability, surrender charges, state approvals, and carrier ratings.

LTC Products
View our current LTC product suite. Find important features, such as, underwriting guidelines and state approvals all in one spot.

Carrier Information
View carrier profiles and link directly to their websites. Even find contact information and ratings on the same page.

Underwriting Requirements
We supply you with the medical requirement grids and build charts necessary for any client.

Get Quotes

Quote Engines

Get instant satisfaction by generating your own quotes.

Term Quote - spreadsheet with up to 8 carriers
LTC Quote - spreadsheet with up to 6 carriers

Illustration Request

Turn around quotes faster. Use our fill-able illustration request forms to ensure accurate and complete information on all your cases.

Life Insurance Request
Long-Term Care Insurance Request
Annuity Request
Disability Insurance Request

Insurance Tools

WinFlex
Link directly to the WinFlex website. WinFlex Web is an illustration system designed to offer financial professionals a single system for multiple carriers.

NAIC
Link directly to the NAIC website. By simply clicking on the state map you will have direct access to that state's department of insurance.

Financial Calculators
Looking for Life Insurance calculator? How about a Disability Insurance calculator? We have them all. With over 40 different financial calculators to choose from, we'll have it.

Paramed Tool Kit
Do you need to order your paramed exam or check the status? Link directly to the four top paramedical companies nationwide and search directly in each site for the specific information you need.

Illustration Software Downloads
Run illustration quotes from your own computer. Download current carrier software and start immediately.

Find a Form

Appointment Forms
Eliminate the hassle of filling out multiple contracts. Fill out your personal information once and select the companies you would like to be appointed with.

New Business Forms
Need a form for conducting new business, you'll find it here.

New Business Transmittal
Complete this fill-able form and submit along with all new business to expedite processing.

Case Status

Case Status
Instant gratification, check the status of your pending new business.

Continuing Ed

Continuing Education
The Insurance Desk has teamed with WebCE to satisfy your state required Insurance CE.