National Life is committed to helping you do business both in person and virtually. We’ve made some enhancements and have adapted our processes to better support doing business digitally. We’ve created this reference guide for the key information you need to know when selling life insurance and annuities. As this may change often, we encourage you to bookmark this page for reference to ensure that you’re continually up to date with all our available tools and information.
EZ Underwriting Limits have been temporalily raised to $3 million for all permanent life insurance products (all IUL and Whole Life products) and $2 million for term series products.
Applicant age and product guidelines:
Applicant Age | Face Amounts Up to and Including |
18–50 | $3,000,000 (all IUL and Whole Life products) $2,000,000 (Term Series) |
51–60 | $1,000,000 |
61–65 | $250,000 |
ANNUITY NOTE |
Now – more than ever – is the time to use the iGO eApp submission from the Illustration system to eApp; however in the instances you cannot, we are now proud to offer a standalone Illustration eSignature solution via DocuSign.
Here’s what you need to know about the standalone Illustration eSignature solution:
KEY BENEFITS
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IMPORTANT REMINDERS
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ANNUITY NOTE |
To access the above materials, you will be prompted to log in to the Agent Portal. Once logged in, navigate to the appropriate tab.