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This page is for the sole use of Murray Insurance Agents and all information herein is proprietary and may not be used without the written permission of a director of Murray Insurance Agency.

Life Insurance

LIFE/Final Expense info

See attached pieces as a guide for Life Insurance conversations! Also, check out the online needs analysis calculator that you can use as well:

Information needed to quote life insurance:

  • Name (optional)
  • Gender
  • DOB
  • State of residence
  • Coverage amount
  • Product (term or permanent)
  • Medications
  • Health risks
  • Height/weight
  • Nicotine? If yes, what type

Final Expenses / Whole Life / Underwritten Term

Russell Schalk – Sales manager
Lakeview Financial
410-527-1806 (home office)
410-382-4492 (office)
Lakeview Financial
208-401-0309 | 800-841-2855 x119

Quick Quote Term Life Product

Name: Devon Williams


Phone: (800) 531-1411 X 72206

Fax: (727) 489-6900


•Agent Portal Life Proposal Video (Agent use only). This will guide you through the process.

•New agent appointments are only completed when submitting business.

GTL Training Videos

GTL-TurboTerm Webinar

GTL – TurboTerm Corporate Webinar

GTL Quick Reference

GTL Quoting Tool

GTL Agent-Client Signature Guide

– Front office support and reception
– Assists with Faxing and Scanning of documents
– Oversees meeting/seminars/scheduled events etc.
– Coordinates assembly of materials needed for events
– Monitors all equipment and materials going to Agents

– Commission reconciliation questions – send email with reconciliation form request

– New Group Sales – all questions/assistance/in field training with NEW Group sales
– NO Referrals assistance – reach out to Rogers Benefit Group

– Business Development ideas
– Financial issues – not related to Commissions
– Escalation of Issues not being taken care of in a timely matter

– Advice on any Marketing Events and Community Outreach
– Content of Email, Mail and Text campaign
– Coordinates all Social Media activity

– Initial venture in to outside/inside Sales – one-on-one and classroom training
– In Field Support – need a colleague to join you on a Sales call to teach/support your activity
– Available for questions on most situations that may arise with a Sale of any product.