Final Expense Sales Training | 1-855-SNL-4SNL

 

 

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

 

Agent Hotline: 1-855-SNL-4SNL

In an effort to provide better agent support,  please call 1-855-765-4765 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

 

 

Training Steps to Success

Let’s get started on the right foot. Below are resources to help you navigate your agent portal as well as familiarize yourself with a few agent basics.

How to Reset Your Agent Portal PasswordCLICK HERE
Uploading Documents Using MobileCLICK HERE
Changing the Default LanguageCLICK HERE
Adding App Icon AndroidCLICK HERE
Adding App Icon iPhone/iPadCLICK HERE
Upload DocumentsCLICK HERE
Life of a Final Expense ApplicationCLICK HERE
SNL's Leadship EssentialsCLICK HERE

 

Agent Advantage Webinar Series

Stay on top of the latest marketing trends and techniques with our Agent Advantage Webinars!
Security National Life’s marketing team holds a quarterly webinar designed to keep you informed about our marketing tools and inspire you with new ways to reach your clients.

Watch our previous webinars below and keep an eye on your email inbox for announcements about upcoming sessions.

Webinar TopicEnglishSpanish
Back to BasicsWATCH IN ENGLISHWATCH IN SPANISH
Reach More Customers With Social MediaWATCH IN ENGLISHWATCH IN SPANISH
Recruiting Through Social MediaWATCH IN ENGLISHWATCH IN SPANISH
Agent Marketing CatalogWATCH IN ENGLISHWATCH IN SPANISH
How To Use CanvaWATCH IN ENGLISHWATCH IN SPANISH
Marketing with a Customer Service FocusWATCH IN ENGLISHWATCH IN SPANISH

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

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.

 

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.

Order your leads, track your progress, 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.

 

 

Meet Our Team

Team MemberContactTeam MemberContactTeam MemberContact
Jeremy Cox
Sales Development Director
405-657-0001
Chad Strano
Market Sales Director
AZ, CA, and NV
714-269-8910
Mark Perry
Market Sales Director
Illinois and Indiana
463-210-7253
Team MemberContactTeam MemberContact
Ricardo Villarreal
Market Sales Director
Texas
(210) 262-2391
Sam Richmond
Market Sales Director
Texas
(512) 713-9085

 

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