Advisor Portal

Updated Client Needs Assessment Form
Updated Client Needs Assessment form available in Sales Resources. Updated medical history & prescription look back to 7 years.

Updated Client Presentation
Updated Client Presentation is available in Advisor Resources. Replace last two pages of your presentation with updated pages.

Individual Bank Draft Setup News
Bringing back the ability to set up recurring payments for their individual clients at the time of application in the Individual Enrollment Tool. | More Info

Simplifying Simplified Issue
The PHI is no longer a requirement for our Simplified Issue Whole Life product. | More Info