Unique Non-Face-to-Face (NF2F) platform – complete an application with only voice authorization – no signature required! The NF2F platform is now available!
Specialty Life offers unique solutions to clients that would otherwise be deemed uninsurable. With up to $300,000 in coverage available, there is no medical condition, no matter how serious or recent, that would disqualify a potential client from acceptance.
Guaranteed Issue up to $50,000
—- get all the details HERE
An all-in-one insurance solution that combines three coverages in a single policy – more HERE
Universal life insurance product, Critical Illness Rider and other changes – details HERE
Term Plus: protect the financial security of your clients with the Total Disability Rider – more HERE
The advantages of a corporate-owned Universal life – more HERE
Engage with your clients on Social Media – learn how HERE
Even simpler to do business with BMO GIFs – more HERE
CLIENT FILES:Keep Accurate and Substantial Books and Records Well maintained files are an Advisor’s best protection. Customer files should contain enough information to demonstrate that a needs-based sale took place. A well maintained file should contain copies of the material that (or detailed notes on what) was provided to the customer.
You must make any and all files available to the MGA and/ or insurer upon request for an inspection.
Guidelines under Self Assessment or contact email@example.com for assistance on record keeping practices.