Resources

Providence Partner Support

• ON BOARD & GETTING STARTED PDF Version

• ON BOARD & GETTING STARTED ONLINE Version (NEW)

• Carrier Access List (07.2025)

• Lincoln Agency Resource Guide

• Lincoln Policy Holder Forms for Life or Annuity

• Milner Financial Group | Brokerage

• Brokerage Case Status (If you do not have a login, please contact mattc@milnerfinancial.com for more information on HQ View)

• Wholesure (formerly Secura Consultants)

• National Benefits Group

• Access to Specialists Contact Sheet

Providence Partner Annuity

• Current MYGA Rates

• Annuity Decision Flow Chart

• Retirement Calculators

Providence Partner Life Insurance

• Risk Planning Pyramid

• Life Insurance Needs Calculator

• Why Consider Cash Value Life Insurance

• Download Why Employer Life Insurance Isn't Enough 

• Instant Term, Guarantee Issue & Accidental Death with InstaBrain from Fidelity Life

  • Obtain your own agent link with appointment to Fidelity Life through Providence by completing this online request form

• Online LifeApp Data Form (UPDATED 8.2025)

• Life Insurance Paramed Exam Tips

• Informal Inquiry

• Impaired Risk Health Questionnaires (Milner Financial)

• ILIT Checklist

Providence Partner LTC

• Nationwide Care Matters II Quick Quote Calculator

• One America Care Solutions Calculator

• LTC Questionnaire

• 6 Ways to Get LTC

• Pre-Qualify Knockout Health Issues

Providence Partner Disability

• The Wholesure-Providence Partnership for Disability Planning

• Disability Guidebook (NEW)

• Disability Data Needed for Case Design

• Disability Rider Definitions (NEW)

Agent & Advisor Education & Fact Finders

• Advanced Planning Resources from Pentera

• Insurance Policy Data Review - Fact Finder

• Business Owner Data - Fact Finder

• Estate Planning Worksheet - Fact Finder

• Guide to Uses of Trusts

• ILIT Checklist

• Online WebCE Affiliated with Milner Financial 

• Virtual Sales Assistant (example of agent website from FSOnline - customer facing)

• Jay's Diary of "Wish I Knew" tips

Industry Associations

• National Association of Insurance and Financial Advisors(NAIFA) | Alabama

• National Association of Estate Planners & Councils (NAEPC)

• Estate Planning Council of Mobile, Inc.

• Financial Planning Association | Gulf States