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SPJST Vice President of Sales and Marketing
Delisle Doherty
832-232-2049
SPJST Territory Managers
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Kerry Herrington
281-704-5737
Click here to send an email to Kerry.
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Ralph Juarez
361-537-5506
Click here to send an email to Ralph.
Sales Agent’s Quotes/Illustration Site
Agents can access the quoting and illustration system here. All current agents have been provided username/access information. For assistance, please email Lisa Mills. Responses will be answered during normal business hours.
Sales Agent’s Website
Agents can access their business in this area. To obtain a username/password or if you forget your username/password, please email Lisa Mills. Responses will be answered during normal business hours.
Sales Agent’s Forms
Agents can download various forms. For illustration system access, please email Lisa Mills. Responses will be answered during normal business hours.
Agent Training
For sales agents, SPJST offers Virtual Training, In-Person Training, and a discount on online continuing education classes through WebCE. To access class schedules and to register for classes, click the headings below. For more information about agent training, contact your Regional General Agent (RGA) or call the SPJST Home Office Insurance Department.
All dates and times are subject to change with notice. All times are Temple local time CST (Central Standard Time).
To register, click date link to complete information.
Thursday, February 13 – Life Insurance Underwriting for Today’s Agents – 4 hrs CE – 5 to 9 p.m.
Thursday, March 13 – Social Security Planning – 3 hrs CE – 5 to 8 p.m.
Thursday, April 10 – Annuity Basics, Suitability, Replacement and Disclosures – 4 hrs CE – 5 to 9 p.m.
Thursday, May 8 – Rules of Ethics in Today’s Environment – 3 hrs CE – and Lifestyle Analysis – 1 hr CE – 5 to 9 p.m.
Thursday, June 12 – Anti-Money Laundering – 2 hrs CE – 5 to 7 p.m.
Thursday, July 10 – Importance of Suitability in Life Insurance – 3 hrs CE – 5 to 9 p.m.
Thursday, August 14 – Beneficiary Designations – 2 hrs non-CE – 5 to 7 p.m.
Thursday, September 11 – Life Insurance as Business Insurance – 4 hrs CE – 5 to 9 p.m.
Thursday, October 9 – Classic Universal Life – 4 hrs CE – 5 to 9 p.m.
Thursday, November 13 – Whole Life Basics – 4 hrs CE – 5 to 9 p.m.
Saturday, February 15 – Houston – SPJST Lodge 88, 1435 Beall Street – Annuity Basics – 4 hrs CE – 10 a.m. to 2 p.m.
Tuesday, February 18 – El Paso – Francisco Viniegra’s Office – Importance of Customer Service Before and After the Sale – 3 hrs CE – 10 a.m. to 1 p.m.
Tuesday, April 15 – Corpus Christi – Rudy’s BBQ, 6101 South Padre Island Drive – Importance of Customer Service Before and After the Sale – 3 hrs CE – 10:30 a.m. to 1:30 p.m.
Tuesday, May 6 – Temple – SPJST Home Office, 520 North Main Street – Social Security Planning – 3 hrs CE – 10 a.m. to 1 p.m.
Monday, July 21 – San Angelo – Location to be announced – Anti-Money Laundering – 2 hrs CE – 5:30 to 7:30 p.m.
Tuesday, September 16 – Fort Worth – SPJST Lodge 92 – 3316 Roberts Cut Off Road – Whole Life Basics – 4 Hrs CE – 10 a.m. to 2 p.m.
Saturday, September 20 – Houston – SPJST Lodge 88, 1435 Beall Street – Understanding ULs – 4 hrs CE – 10 a.m. to 2 p.m.
Tuesday, October 14 – San Antonio – Drury Hotel, Interstate 35 and Loop 410 – Whole Life Basics – 4 hrs CE – 10:30 a.m. to 2:30 p.m.
Saturday, October 18 – Houston – SPJST Lodge 88, 1435 Beall Street – Whole Life Basics – 4 hrs CE – 10 a.m. to 2 p.m.
Tuesday, November 18 – Temple – SPJST Home Office, 520 North Main Street – Life Insurance as Business Insurance – 4 hrs CE – 10 a.m. to 2 p.m.
Agent Training Videos
➡️ Member Benefit: Estate Planning (presented by Courtney Vincent of Vincent Law, PLLC
➡️ Beneficiary Designation (June 2023)
➡️ Social Security Basics (March 2023)
➡️ Completing an E-App (December 2022)
➡️ How to Generate Free Leads and Where to Find Them (2022)
➡️ Illustration Training (January 2022)
➡️ Annuity Basics, Suitability, Replacement, and Disclosure (2022)
➡️ Annuity Suitability and Best Interest Standard (2021)
➡️ Ethics (2021)
➡️ Fraternal Benefits as a Selling Tool (2021)
➡️ Lifestyle Analysis (2021)
➡️ Selling Children’s Policies (2021)
➡️ Servicing Orphan Members (2021)
➡️ Understanding Universal Life (2021)
➡️ Whole Life Basics (2021)
➡️ Introductory Discussion – LTC and Disability (2022)
➡️ Importance of Suitability in Life Insurance (2023)
Agent Promos
➡️ Fillable Post – 5 Reasons
➡️ Fillable Post – 30s and 50s