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 illustration request form, 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 illustration request form is designed to help you get a complete understanding of your client's financial status, goals and needs. The information gathered is essential to helping you better serve clients and convert sales. 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.
Or, do you prefer to complete the PDF version and email it to us?
- Save the illustration request form 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 AND your Sales Development Advisor
- 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.