Final Expense Career Sales Training

 

 

Welcome to Security National Family of Companies! We look forward to our joint efforts in serving families across the nation.

 


 

Training Steps to Success

Let’s started on the right foot. We host webinars on various topics designed to help you navigate problems, inform you on company updates, and improve your sales tactics. Below is a curated list to help you get started with the basics.

New Agent BasicsCLICK HERE
E-APP / Web AppCLICK HERE
Presentation ToolsCLICK HERE
Finding Potential ClientsCLICK HERE
Telesales Training with Apptical
CLICK HERE

Download Your Applications

Click your state name below to download your applications.

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Mexico, OhioOklahoma, Oregon, PennsylvaniaSouth Carolina, Tennessee, Texas, Utah, Virginia, Wisconsin, and Wyoming

 

View Our Rate Calculator

When you’re with a family, you need an answer quick. Our rate calculator is intended to give you rates on the spot! View the Rate Calculator online at anytime. If you prefer a printed version, click the button below to download a printable PDF of our Rate Book.

 

 

Access Agent Portal for Telesales Application and more

Through your agent portal, you have direct access to our online telesales application.

  1. Process Apps Quicker
  2. Process Apps More Effectively
  3. Instant Underwriting Issue Notifications
  4. View Commission Statements
  5. Access the SNL Rate Calculator
  6. Check Lead Credit
  7. Check Lead Loan Balance
  8. Order Leads

Your agent portal gives you additional access to order printed applications as well as printed marketing materials such as brochures and tri-fold brochures — available in both English and Spanish, lead purchasing, newsletters, and so much more.

New to Agent Portal 2.0? Check out our video resources to find out just how easy it is to use!

Upload DocumentsCLICK HERE
Uploading Documents Using MobileCLICK HERE
Changing the Default LanguageCLICK HERE
Adding App Icon AndroidCLICK HERE
Adding App Icon iPhone/iPadCLICK HERE

 

Download Documents for Quick Access

We’ve compiled some quick documents available for direct download. You can also order these documents by placing a supply order through your agent portal.

 

 

 

Work Your Leads with LeadHub

Security National has developed a solution to your lead management woes. Available exclusively to our producers, LeadHub can be accessed from anywhere via your agent portal.

Track your leads, view documentation, make detailed notes, and more – all from one easy-to-use place.

LeadHub gives you the tools you need for a more efficient, productive, and successful career.

 

 

Brand Yourself with SNL

You can now purchase special SNL branded items through your agent portal supply cart! Check out the classic SNL Pique Polo available in both men and women’s sizes. 

Steps to Order:

  1. Marketing
  2. Supplies
  3. New Supplies Order
  4. Final Expense
  5. General FE

 

 

EFT Draft Dates

When setting up EFT for a policyholder, please make sure they understand how holidays and weekends will affect their draft date.

A statement to this effect appears on the EFT Authorization Form:

“I understand that should my draft date fall on a weekend or holiday, SNL will draft my premium payment on the latest business day prior to my requested draft date.” 

Only the Payor of a policy can change the draft date.

 

 

Contact Us!

Agent Hotline: (855) 765-4765

In an effort to provide better agent support,  please call 1-855-SNL-4SNL  for specialized support. 

Press 1:     New Business
Press 2:    Commissions
Press 3:    Underwriting
Press 4:    Lead Support

Press 5:    New Hire Appointments/Sales Support
Press 6:    Marketing
Press 7:    Policy Service

Claims Fax: (866) 403-5365

Mailing Address:

Policy applications submitted by FedEx or UPS should be sent to:

Security National Life Insurance
433 Ascension Way, Suite 600
Salt Lake City, UT 84123

Policy applications submitted by USPS should be sent to our P.O. Box:

Security National Life Insurance
P.O. Box 57220
Salt Lake City, UT 84157

 

A Day in the Life of a Policy

Have you ever wondered what happens once you submit a policy? Watch the video below to learn more!

SNL’s Leadership Essentials

Our Director of Sales Development, Jeremy Cox, sat down with us to discuss SNL’s Leadership Essentials.

Meet Our Team

Team MemberContactTeam MemberContactTeam MemberContact
Jeremy Cox
Sales Development Director
405-657-0001
Adam Brsan
Market Sales Director
IL, IN, MI, WI and MN
815-693-8299
Steven Lowery
Market Sales Director
AL, AR, LA and MS
985-264-8697
Keelan Johnson
Market Sales Director
TX, OK, and NM
512-713-9085
Chad Strano
Market Sales Director
AZ, CA, and NV
714-269-8910
Jason Reinhardt
Career Sales Director
Jacksonville to Orlando, FL
386-689-8116
Enrico
"Dale" Sherman

Career Sales Director
Arkansas
501-475-8603
Travis Konieczny
Career Sales Director
Michigan
517-301-0824
LaKeesha Pollard
Career Sales Director
Tampa, FL
813-819-1625
Frances Davis Salett
Career Sales Director
Austell, GA
470-312-1566

 

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