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Resources for Agents

Links to websites containing information that you may find helpful for additional sales ideas, reference materials, industry regulations, and more.

Click on the link in bold under each heading to see the description and access the link.

  • Annuity and Financial Planning Resources

    • National Association for Fixed Annuities
      Industry regulation, news and informational resources from the National Association for Fixed Annuities.


    • Advantage Compendium

      Find facts, resources, trends and news regarding Index Annuities.

      Advantage Compendium

    • Asset Protection Book
      Explores how each state treats annuities, life insurance, and IRAs when it comes to creditor protection.

      Asset Protection Book

    • Indexed Annuity Leadership Council
      An organization that provides valuable information regarding Fixed Index Annuities for agents and consumers. 

      Indexed Annuity Leadership Council

    • Life Foundation
      Advocacy organization for Life Insurance. Provides resources that help agents explain life insurance to prospects.

      Life Foundation 

    • Elder Law Answers
      Provides basic Medicaid rules and other helpful information related to seniors.

      Elder Law Answers

    • Internal Revenue Service
      Tax advice, forms and resources from the Internal Revenue Service.


    • Social Security Administration

      Calculate a benefit, read FAQs on Social Security, Medicare, or Supplemental Security Income (SSI), and more.

      Social Security Online

    • NAIFA
      You can stay informed and be an influence in your industry by becoming active in your industry association.

      National Association of Insurance and Financial Advisors

  • Long Term Care Insurance Resources
  • Health and Employee Benefit Resources

    • Group Health Compliance Assistance
      Compliance Assistance for Group Health Plans provided by the Department of Labor.

      Group Health Compliance Assistance

    • Health Conditions
      Health conditions, their risks and treatment.

      Health Conditions

    • Health Insurance Regulations
      Health Insurance regulations and information provided by the Department of Labor.

      Health Insurance Regulations

    • NAHU
      You can stay informed and be an influence in your industry by becoming active in your industry association.

      National Association of Health Underwriters

    • SIC Codes
      Find Standard Industrial Classification (SIC) codes for your employer clients.

      SIC Codes

    • Resources for Healthcare Reform

      Starmark Healthcare Reform Blog
      Healthcare Reform Blog provided by Trustmark Insurance and Starmark

      Healthcare Reform Blog

      Navigating Healthcare Reform

      Navigating Healthcare Reform provided by Trustmark Insurance and Starmark

      Navigating Healthcare Reform

      Affordable Care Act (ACA) Website

      US Department of Labor’s Affordable Care Act Website

      ACA Website

      The Affordable Care Act

      All 906 pages of the Patient Protection and Affordable Care Act as passed by congress

      Affordable Care Act

      NAHU PPACA Course

      PPACA Certification Course provided by the National Association of Health Underwriters

      PPACA Course

      NAHU's ACA Decision Support Tool

      This tool includes the addition of the ACA Employer Decision Tree: 2.0, which is a key resource in preparing for 2014. The decision tree outlines key questions regarding compliance and measurement periods for an employer and provides a customized employer report and documentation.

      Decision Support Tool

      The Kaiser Family Foundation

      Kaiser Family Foundation Health Reform page

      Healthcare Reform Blog

  • General Interest Resources

    • A.M. Best

      Industry ratings, trends and news.

      A.M. Best

    • Department of Insurance
      Find the Department of Insurance website in your state.

      DOI for All States

    • Guarantee Association
      Information about the guarantee association in your state.

      Guarantee Association

    • Web CE
      Agent’s Continuing Education resource.

      Insurance Educators

    • US Post Office Zip Codes
      Zip codes for the US Post Office.

      Zip Code Locator

    • National Insurance Producer Registry
      Find your national producer number


    • Annuity Training

      State annuity training information

      Annuity Training