Case Design

Submit a case design request to receive presentation material for any insurance presentation. In addition to a carrier agnostic/client concentrated insurance platform, our team can model against any other carrier or illustration for a competitive analysis and objective approach.

Advisor's Full Name*
Advisor's Email*
Advisor Phone Number*
Client's Full Name*
State of Issue*
Desired Face Amount*
Gender*
Smoker/Non-Smoker*
Marital Status*
Client's Health Rating*
Client's Date of Birth*
Client's Annual Income*
Client's Profession*
Client's Net Worth*
Annual Premium Amount (if known)*
Insurance Purpose*
Insurance Type*
Net Death Benefit Requested (if death benefit-focused)
Annual Budget (if income-focused)
1035 Amount To Be Transferred to New Policy (if any)
Preferred Carriers (if any)
Premium Payment Years*
Notes for us
If Survivorship Policy: Include Spouse's Name, Health Rating, and DOB
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.
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Case Design

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