Advanced Planning Case Design

Submit a case design request to receive presentation material for any advanced planning strategy.

Advisor's Full Name*
Advisor's Email
Advisor Phone Number*
Client's Full Name*
State of Issue*
Desired Face Amount*
Gender*
- Male
- Female
Smoker/Non-Smoker*
- Smoker
- Non-Smoker
Marital Status
- Single
- Married
Client's Health Rating*
Client's Date of Birth*
Client's Annual Income*
Client's Job
Client's Net Worth*
Client Name*
Insurance Purpose*
Net Death Benefit Requested (if death benefit-focused)
Annual Budget (if income-focused)
1035 Amount To Be Transferred to New Policy (if any)
Years of Interest Contributions*
Preferred Carriers (if any)
Notes for us
If Survivorship Policy, Please Include Spouse's Name, DOB, and Health Rating
Upload In-Force Illustration or Competitive Proposal
Accepted file types: jpg, gif, png, pdf, Max. file size: 516 MB.
Upload In-Force Illustration or Competitive Proposal
Accepted file types: jpg, gif, png, pdf, Max. file size: 516 MB.
Upload In-Force Illustration or Competitive Proposal
Accepted file types: jpg, gif, png, pdf, Max. file size: 516 MB.
CAPTCHA

REQUEST A CASE DESIGN