Couvillier Advisors

Advisor Portal

Couvillier Advisor Updates


Updated Client Needs Assessment Form

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

Sep 15, 2022

Updated Client Presentation

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

Sep 03, 2022

Carrier Updates


Individual Bank Draft Setup News

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

Aug 29, 2022

Simplifying Simplified Issue

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

Aug 29, 2022