Web-Based Quote Tools

To sell life insurance and annuity products in Indiana, you need the proper tools to help you throughout the sales process from making the call to the prospect and setting up the appointment to running illustrations and submitting the necessary paperwork.​Tolmen Financial provides all of these tools in one place through its resource portal. It's your one-stop shop to get contracted with carriers, compare products, and generate illustrations. What does resource portal have to help you out?

• Online contracting portal access to SureLC - get contracted with more than 70 carriers

• iPipeline quote tools for life insurance - type in your client's information and find a carrier/product that matches their needs.

• WINK's AnnuitySpecs - Compare multiple annuities at the click of a button and download the carrier's marketing and sales resources all in one spot plus an Income Rider Calculator

• Multiple retirement calculators including Retirement planner, RMD calculator, Savings Distribution and more

• Long-Term Care product options and carriers materials

• Underwriting Guidelines

• ​Want to get more information about our resource portal? Contact Tolmen Financial below!​