We will need to information of all advisors who wish to be included on the application and the amount of commissions to be assigned to each.
State licenses must be active with the proper line of authority before the application can be completed and signed. Pre-appointment is not required with most carriers.
We will be reaching out to the client to schedule an application phone appointment with our internal, licensed associate.
If a client is also applying for life insurance or has within the last 6 months, we can typically coordinate the lab requirements. Please upload any life insurance lab slips below.
It is important to know if any health concerns, occupation changes, or anything else that might affect underwriting has come up since we last communicated about this case. This could affect underwriting and may change our recommendation.