Proactive support for all your illustration needs
Our team takes extra time and care up front to assess each case on an individual basis. We equip you with all the information you need to pre-qualify your client's underwriting typically within 48 hours or less. With our simple yet thorough case design packet, we're able to provide accurate quoting and eliminate questions that may come up during the underwriting process—saving you and your clients time and frustration.
Keep in mind that the case design packet is designed to help you get a complete understanding of your client's financial status, goals and needs. The information gathered during this process is essential to helping you better serve and retain your clients. Our Sales Development Advisors are here to support you, so feel free to call them if you need help along the way: 866.866.7050 ext. 1.
Here's how to submit the case design packet:
- Save the case design packet to your computer desktop
- Complete the packet with your client
- Save the file to your desktop (Example: “CD_Mr.J.Doe”)
- Attach the file to an email and send firstname.lastname@example.org
- You'll receive a life insurance illustration and financial and medical underwriting requirements typically within 48 hours or less
Need help or have a question?
Call our Sales Development Advisory team at 866.866.7050 ext. 1. Or, send us an email at email@example.com.