Please click on the appropriate form listed below. Once completed, click SUBMIT and it will be sent directly to us.
Individual Long Term Disability/ Business Overhead Form
This form is for all Individual Long Term Proposals and all Business Overhead Expense cases.
Buy Sell Proposal Request Form
This form is for Buy / Sell monthly, down payment, or lump sum benefit amount proposals.
Multi-Life Offer Request Form
Use this form for cases with three or more lives and for which you would like to propose an executive carve out program, a retirement completion program, a group supplement program, or other type of multi-life disability income benefit program. This form will allow us to negotiate/request Guarantee Issue or Simplified offers from the insurance carriers. Additionally, a census in an Excel Spreadsheet is required.
Download our pre-formatted Excel spreadsheet census form below.
Required Excel Census Information:
- Company Name and Address
- Employee Name (First, Last)
- Sex
- DOB
- Resident State
- Occupation
- Salary
- Bonus/Commission
Once census is completed, please attach to form (links below) or email to [email protected].
Launch Form Download Census Form (Excel)
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Questions?
Please feel free to contact us at 800-945-9719 to discuss the case, underwriting concerns, program design, and competition and carrier selection.
General turn around time is within 24 hours for most Individual / Business Overhead and Buy-Sell requests.
Please allow additional time for Multi-Life requests.