In order to aid our agents -- and your clients -- we are intent on providing you with the resources you need to succeed. In this section of our site you will find sales and marketing documents, carrier forms, and other tools and resources to help make the underwriting process easier.

All resources are free to visitors of our website. Our first priority is the needs of our agents.

To request that another form be made available on our web site, please don't hesitate to Contact Us.

Recently Added Resources

Principal Simplified Issue

added on: Thursday, May 12, 2011 - 12:39pm

California Marketing

principal-simplified-issue.pdf

California DI Application

added on: Sunday, February 13, 2011 - 8:40pm

Berkshire-Guardian California Carrier Forms

california-di-application.pdf

DI Application

added on: Thursday, February 3, 2011 - 12:27am

California DI Application

California Carrier Forms

di-application.pdf

Berkshire-Guardian Ca DI Application

added on: Monday, January 31, 2011 - 5:59pm

DI, BOE, Buy-Sell & Decreasing Term DI application

California Carrier Forms

berkshire-guardian-ca-di-application.pdf

Disability Income Insurance Calculator

added on: Tuesday, June 29, 2010 - 10:10am

Your ability to work and earn a living may be your most valuable asset. Would you be able to...

Principal Training

Use These Attention-getting Educational Videos with Clients

added on: Tuesday, June 29, 2010 - 9:47am

You know that understanding individual disability insurance is key to selling it. Clients...

Principal Training