Providence Partner Support
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ON BOARD & GETTING STARTED PDF Version
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ON BOARD & GETTING STARTED ONLINE Version (NEW)
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Carrier Access List (09.2024)
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Lincoln Agency Resource Guide
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Lincoln Policy Holder Forms for Life or Annuity
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Milner Financial Group | Brokerage
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Brokerage Case Status (If you do not have a login, please contact mattc@milnerfinancial.com for more information on HQ View)
Providence Partner Annuity
Providence Partner Life Insurance
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Risk Planning Pyramid
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Life Insurance Needs Calculator
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Term Life Customer Quotes (example of Vive Platform - customer facing)
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Online LifeApp Data Form (NEW)
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Life Insurance Paramed Exam Tips
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Informal Inquiry
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Impaired Risk Health Questionnaires (Milner Financial)
Providence Partner LTC
Providence Partner Disability
Agent & Advisor Education & Fact Finders
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Advanced Planning Resources from Pentera
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Insurance Policy Data Review - Fact Finder
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Business Owner Data - Fact Finder
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Estate Planning Worksheet - Fact Finder
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Online WebCE Affiliated with Milner Financial
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Virtual Sales Assistant (example of agent website from FSOnline - customer facing)
Industry Associations
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National Association of Insurance and Financial Advisors(NAIFA) | Alabama
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National Association of Estate Planners & Councils (NAEPC)
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Estate Planning Council of Mobile, Inc.
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Financial Planning Association | Gulf States