What is the purpose of this insurance?
Individual Income Protection
Key Person or other business use
How do you want to provide financial, occupational, lifestyle and medical information?
Not here. Let's schedule a time to talk.
On this form. (Estimated time: 20 minutes)
Are you the person to be insured?
No. I represent someone else
What is your relationship?
Insurance Agent or Benefits Consultant
Co-Worker, Business Partner, or Assistant
An established client?
From here on out, "you" refers to your client.
Where are you in the process?
Looking into my options
Ready to apply
Where in the process is the group?
Ready to implement
Please use the legal name of the group, as this will be on the policy.