Doing Business

Use the tabs below to help you find what you are looking for.

genericapplication

Now you have 24 hour access to:

  • Application papers
  • Policy service forms
  • ...and more!

Use the link below to search for the form you need. Enter the applicable company, state, etc. If the company or form you need is not listed, please give us a call. We appreciate your business!

Download forms

 

Some companies are not available in our forms catalogue. Information on these companies and service forms may be found below:

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These are some of the most common issues that we come across.  If your client has an issue not listed above, please call or email and we will get the right questionnaire to you.

If your prospective client has a serious health condition, or other factor that could cause a problem getting standard life insurance, we still have a good shot at getting coverage for them... if we have enough information.

To print an applicable questionnaire, click on one of the links above to pull up a PDF of popular questionnaires:

Once you complete the information, email (This email address is being protected from spambots. You need JavaScript enabled to view it.) or fax to us (901-758-8841). The more information you give us on the front end, the more likely we can help you. Be sure to comply with all privacy guidelines.

Call if you have any questions. We appreciate your business! Good selling!

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Helpful guides for life quoting

Click the link below to find information for most companies on things like:

  • Underwriting requirements
  • tobacco use guidelines
  • height/weight table

Underwriting Guidelines

genericapplication

Click the link below to download our agent questionnaire.  This paperwork allows us to contract you with most of our companies with little or no additional information.  We keep this information on file to save you time and money in the future.

Download Form

 

 

Note:   Most companies will allow you to contract at the same time you submit your first case.  A few still require that your contracting be completed before submitting business.  So, call us to make sure the status before submitting an app.

Quick Quotes

Download Forms

Now you have 24 hour access to:

  • Application papers
  • Policy service forms
  • And more!

Just click on the link below, and then on the applicable company, state, etc. If the company or form you need is not listed, please give us a call. We appreciate your business!

Get Started

 

Sales Tools

Increase Sales with our guides and other resources for underwriting as well as other tools that will give you the advantage you need to increase growth.

Read More

 

 

Producers Connection

Local: (901) 758-8886   |  Toll Free: (800) 737-4915  |  Fax: (901) 758-8841