Trevor McDonald

You are able to view all National Life Group carrier information through HQ using the following link- https://hq.quility.com/page/national-life-group.All related documents are available there and t...

You are able to view all Mutual of Omaha carrier information through HQ using the following link- https://hq.quility.com/page/mutual-of-omaha.All related documents are available there and the carri...

You are able to view all Mutual Trust Life carrier information through HQ using the following link- https://hq.quility.com/page/mutual-trust-life.All related documents are available there and the c...

You are able to view all Royal Neighbors carrier information through HQ using the following link- https://hq.quility.com/page/royal-neighbors.All related documents are available there and the carri...

You are able to view all TransAmerica carrier information through HQ using the following link- https://hq.quility.com/page/transamerica.All related documents are available there and the carrier 'Ag...

The Navigator Training course is located in the LMS, formally known as Quility U. You will see the LMS Icon in the grid menu on the top left of HQ. You may also find it in the Sales Tools>Sales Tra...

New System for SFG Bonus and Special PaymentsThis will not affect commissions from carriersAs of January 1, 2026, Symmetry Financial Group has transitioned to a new payment system called “Rippling....

If you receive a red "This field is required" error on the client's personal info page:Check that there are no spaces before or after the entered numbers.Confirm with the client that the numbers (e...

Navigator currently offers three product types for quoting/applying: Term Life, Final Expense (Whole Life), and IUL. You are able to quote for a client to see available carriers and apply from that...

Yes, the carriers will allow you to write on yourself. Navigator will quote like normal with your information added.