MultiLife Program - Guaranteed Issue
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Life insurance is often used by a business to support an executive benefit program, to fund a buy sell, or to provide liquidity in the event a key person leaves the business. In some instances, the life insurance will be on the lives of a number of executives or owners of the business. When the plan covers 10 or more lives, it may be beneficial to consider the use of the Guaranteed Issue Program.
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The below materials are intended for agent use only, or for recruiting use of licensed agents, and are not intended for use with the public. This is not a solicitation of any specific insurance policy.
National Life Group's Guaranteed Issue program is designed to provide insurance to certain occupation categories. These categories include professional and white-collar occupations and so-called 5A occupations. As an example, this might include, Doctors, Dentists, and Corporate executives.
Please review our guides for a complete review of the program parameters and process.
For more information about this program and to discuss potential cases prior to the submission of a formal inquiry, please contact the Advanced Markets Team members listed below.
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Bryan Pritchard, MBA, CLU |
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James Baumann, CLU, ChFC |
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Jim Moseley |
If you are ready to submit a formal inquiry, please complete the GI Inquiry Form and email it to one of the Advanced Markets team members listed above along with an employee census.
Agents, please log in to the agent portal to access the necessary forms under the Inquiry and Submission tab
The inquiry form and sample census form are below.
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The companies of National Life Group® and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
TC139670(0224)3