SALES
TOOLS

Life Insurance Sales Tools for Advisors

Quote Engines, Client Worksheets, Presentations, and Forms to Help You Close More Business

Access a powerful suite of life insurance sales tools designed to help advisors streamline their workflow and increase production. From real-time quote engines and product comparison tools to client-friendly worksheets, sales presentations, needs analysis forms, and carrier-specific applications—this resource center equips you with everything you need to convert leads into policies. Whether you specialize in term life, permanent insurance, or advanced planning, these tools are built to support your sales process, boost engagement, and help you close more business with less friction.

Insider Knowledge from the Cutting Edge of Brokering

We have been innovating the world of wholesale life insurance for over 50 years, and our team is composed of the best brokers we have encountered along the way. When you work with Shaw American, you aren't hiring services. You are collaborating with innovators of the trade, and our blog is a testament to their insight.