Sales Resources

The following resources are to assist you in communicating the benefits of PGI to your clients.

> About Personal Guarantee Insurance (PDF)

Start here to get an overview of PGI. This 3 page brochure is designed to educate insurance producers about the basics of Personal Guarantee Insurance (PGI). This brochure includes: an overview of PGI and how the policy works, who PGI is for, and a case study.

> Producer Fact Sheet (PDF)

This resource provides answers to common questions posed by producers like yourself. Use this piece as a quick reference on the basics of PGI, eligibility requirements and tips for selling PGI.

> PGI Prequalification Form (PDF)

This one page form is all you’ll need to get your client started. Simply fill out this prequalification form and email or fax it back to AFI to start the qualification process. There is no fee and no obligation to purchase, so encourage your clients to fill out the form.

> Talking Points (PDF)

Let us walk you through a PGI sales conversation. This sales resource document provides suggestions on how to discuss PGI with your business clients.

> Client Email 1-2-3

Simply cut and paste these emails and personalize to make them your own. Each email provides valuable information, links to tools and resources on personal guarantees and Personal Guarantee Insurance. Simply email us to request a copy.