Traditional Life
Case Design
Each client creates a unique opportunity. Medical Health and Financial Health are equally important. Our team is here to help and the tools below are a start down the right path.
TRADITIONAL LIFE
Life Questionnaire
Get the conversation started with this
noninvasive easy to follow guide.
GATHER INFORMATION QUICKLY
Life Quick Quote Request
Gather basic information from your client to help establish a starting point for the goals they want to meet. Once complete log into our quoting tool and quickly determine the amount of insurance and cost that fits your clients need and budget.
Life Underwriting Prescreen Form
You determined the client need and budget now it’s time to dig into the clients medical and financial health. The Underwriting Prescreen can help with the more difficult or unique cases. The more information provided the better carrier match and risk assessment we can provide.
Life Insurance
Needs Calculator
Quick, Simple Calculator to determine the amount of coverage your client may need.