Insurance Product Wizard
Tools built for agents, by agents · Brought to you by Optimum
★ FREE Agent Website, Digital Business Card & Booking Calendar
Free with GOAT

Three things every agent should have on day one

A verified agent websiteYour own page with your photo, bio, carriers and state licenses pulled from NIPR — so a client can check you out before they buy.
A digital business cardOne tap saves your name, direct line and NPN to the client's phone, links to your website, and shows you're a verified, licensed agent.
A booking calendarA booking link clients use to grab a time with you — no back-and-forth texting.

All three are free when you sign up with GOAT through Optimum. Setup takes about 5 minutes.

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IUL focus
Add age and any conditions. Results update as you go.
Allowed / best tier available Takes it, but lower tier, rating or time window applies Not eligible (hidden from results; shown in the grids) Not addressed — check meds / call underwriting

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Product snapshots

Grid language is transcribed from the FFL 2020 term and 2022 final expense grid sheets, plus the Chubb/Combined Generational Life underwriting guide, the Fidelity Life RAPIDecision Final Expense & GI producer guide (May 2026), and the Fidelity Life InstaBrain Term / Pure Term producer guides (May 2026), the Mutual of Omaha Accelerated Underwriting flyer (2023), Simplified Issue guide (April 2026) and Fully Underwritten guide (Sept 2025), the National Life Group Life Underwriting Guide (2020), the Foresters Advantage Plus II / Strong Foundation / Your Term / SMART UL Underwriting Guide (2020), the Americo Instant Decision IUL agent guide (2025) the Royal Neighbors SIWL/GDB agent guide (2020), the Transamerica Field Guide to Underwriting (2021), the Transamerica FFIUL II Express vs FE Express comparison flyer (July 2026), the Transamerica FFIUL II Express agent guide (Sept 2026), the Transamerica FE Express Solution agent guide (July 2026), the Transamerica Trendsetter Term Life guide (Dec 2025), the National Life Group Underwriting Guide (Sept 2025) and the Americo Instant Decision Term Series agent guide (Sept 2025) / eApp underwriting reference (April 2026). Color coding is an agent-facing shortcut, not a carrier decision — underwriting rules change; confirm current guidelines before quoting.