INTRODUCING…
An even EASIER solution for you!
We’re pleased to offer a special perk: application fulfillment. That’s right, our AppVantage team completes the application for YOU!
YOUR ROLE
It is required by law that the advisor collecting information protected under the Health Insurance Portability and Accountability Act (HIPAA) and/or information considered Personal Identifiable Information must be licensed in the state of sale.
- Simply complete our electronic form with information from the client so that the AppVantage team can complete the application!
- Communicate with your client (and owner if applicable) that they can expect to provide additional authorization and attestations.
WHAT CASES QUALIFY?
- Cases must have a Target Premium of $10k or higher
- Permanent Cases only; use DBS FASTerm for your term needs
- Any case with riders will be accepted; no Asset-Based Life/LTC (i.e. Lincoln MoneyGuard)
- All states except for NY
- No Business Insurance, Premium Finance or Minors
