April 13, 2017

Request for Life Insurance Interview Application

Thank you for choosing to start the application for life insurance with us.  The goal of this platform is to allow you to apply for the term life insurance product you want, with limited upfront information, whenever you have the time to do so.

Step 1:   Complete the below form as accurately as possible.  Don’t worry if you don’t know the correct answer, we will go over this with you in step 2

Step 2:   We will review the information submitted and verify if any additional questions will be required by the company you are applying to.  We will also answer any questions that you may have about the application process or anything else life insurance related.

Step 3:   We will submit the information to the company you chose.  Within 24-48 hours they will then call to schedule a telephone interview.  This call will take about 30 min, and they will go over all your medical history, etc.  The carrier will then schedule a paramed exam, if needed, and order any other medical requirements they need.

Make sure to print out the “What Happens Next” guide to the telephone interview before you complete the below request.

What Happens Next?

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