App Type
GONE…
Gone is the day when a Life Insurance Agent has to visit your home and fill out a term or whole life insurance application. The PHONE APPLICATION process is convenient, easy, and NON-EVASIVE.
The phone application is a two stage process:
- Over the phone a member of our staff will go through the “Checklist” of questions.
- Within 7 days, the life insurance underwriter will call and review the questions and confirm the answers provided.
The paper application process is still available and can be filled out prior to a visit. The paper application can also be filled out at your convenience and faxed or e-mailed to our office, signed, and ready to process.
When choosing to fill out the paper application on your own expect the following process:
- Download and fill out the forms
- Fax or E-Mail the filled out and signed forms to our office.
- Expect a call from our agent to reveiw the application and confirm the data submitted.
No matter which way you choose. The process of obtaining a NO RISK, NO OBLIGATION price is simple and convenient.
