Final Expense Agent Training
At Security National Life, we believe that consistent training leads to consistent success. Whether you’re a new Final Expense agent just getting started or a seasoned professional sharpening your skills, our weekly live trainings and on-demand resources are built to help you close more sales, better serve families, and stay informed on everything Final Expense.
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
Download Your Applications
Click your state name below to download your applications.
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.
Access Agent Portal for Telesales Application & More
Through your agent portal, you have direct access to our online telesales application.
- Process Apps Quicker
- Process Apps More Effectively
- Instant Underwriting Issue Notifications
- View Commission Statements
- Access the SNL Rate Calculator
- 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.
Security National Life’s Agent Edge webinar series is designed to help you master Security National’s processes and elevate your success in the life insurance industry. Led by our expert home office staff and subject matter specialists, these sessions will provide a deep dive into policy issuance, insider underwriting knowledge, guidance on navigating internal platforms, and more.
Playlist
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.
Playlist
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.
Security National Life offers a variety of ways to plan ahead. From pre-planning to whole-life insurance, our solutions are tailored to make end-of-life planning simple, affordable, and meaningful.
Work Your Leads with LeadHub
SNapp Life Web Application
Are you using our new SNapp Life web application yet? SNapp Life is the easiest way to complete an application when you’re meeting with a client in person.
Automatically calculate rates, determine coverage, and collect digital signatures and ID. Applications submitted via SNapp Life have fewer errors and result in your applications being processed faster.
SNapp Life also has built-in Loyalty Family Support Plan (LFSP) integration that includes the ability to add co-members outside of the household and designate the Primary Co-Member. Select the SNapp Life/In-person eApp icon in your Agent Portal to get started.
Telesales
Security National Life makes selling via telesales easy! Simply complete our online telesales application and then have the potential policyholder call the agent hotline to complete a short verbal authorization.
To reach our automated authorization, call the agent hotline
(855) 765-4765, select option 1 for New Business, and option 1 again to start the authorization process.
Make sure your client has all the items they will need for the phone call before they call to ensure the application process is completed, this includes: last 4 digits of their SSN, city and state of application, date of birth, bank or credit card information, height and weight, if they are the owner or payer, and their mailing address.
They will need to be in a quiet room, listen to the prompts, and be prepared to respond. After verbal authorization is processed by Security National, the application will be given to the underwriting team for risk assessment and activation.
If you would like to receive an immediate decision, please speak to one of our New Business Home Office representatives.