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
Critical Illness Insurance and RRSPs, a winning combination- more HERE
New electronic express application procedure – more 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
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 firstname.lastname@example.org for assistance on record keeping practices.