Contact Us 803-233-1809
214 Outlet Pointe Blvd.
Columbia, SC 29210
contact@swagfinancial.com
CONTACT US
803-233-1809
214 Outlet Pointe Blvd.
Columbia, SC 29210
contact@swagfinancial.com
“Through our partnership with Good Life Advisors and Level Four Insurance Services, Strategic Wealth Assurance agents have access to quoting tools, forms, product information, current annuity rates and more.”
Forms Quote & Illustration Request Forms

- GET QUICK QUOTE - new!
- ANNUITY ILLUSTRATION REQUEST - new!
- Fully Underwritten Illustration Request
- Term Life Quotes
- Long Term Care Quote Request
- Disability Quote Request
- Simplified Issue Product Information
- Contact a Case Manager


 
Forms Illustration Tools & Software

- WinflexWeb UL Illustration Software
- WinflexWeb Instructions (For New Users)
- Final Expense Quote Software
- Medicare Supplement Comparison Tool

 
Forms Additional Resources

- Annuity CE by State
- Just-in-Time Carrier List (For non-preappointment states)
- Payroll Cutoff and Pay Dates
Forms New Business Forms

- New Business Cover Sheet
- Carrier Forms
- General Agency Guidelines
- CLICK HERE TO SUBMIT NEW BUSINESS - new!
 
Click Here to Order Leads
Lead Tracker Mobile App
Download on the App Store Download on Google Play
 
Contract Contracting Kit

- Contracting Kit
- Carrier List
- CLICK HERE TO GET CONTRACTED - new!
 

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