MultiLife Program - Guaranteed Issue/Simplified 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 that number exceeds 10 lives – it may be beneficial to consider the use of a Guaranteed Issue or Simplified Issue program.

Call us today at 800-906-3310, option 1.

National Life Group's Guaranteed Issue and Simplified 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, Corporate executives.

Please review our guides for a complete review of the program parameters and process.



MultiLife Program

Informal Inquiry - If you have a case design question but are not yet ready to submit a formal inquiry request, please contact the Advanced Markets Team:

Bryan Pritchard

Bryan Pritchard
Qualified Plan Specialist
802-229-3387
BPritchard@nationallife.com

Sam Barton

Sam Barton,
CLU, ChFC,Advanced Sales Specialist
802-229-3836
SBarton@nationallife.com


Email us at AdvancedMarkets@nationallife.com.

Formal Inquiry - If you are ready to have the case formally reviewed we will need the GI/SI Inquiry Form completed and submitted to the Advanced Markets Team along with an Employee Census.

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.

The inquiry form and sample census form are below.

Please complete the forms and submit to AdvancedMarkets@nationallife.com.

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 and Simplified 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, Corporate executives.

Please review our guides for a complete review of the program parameters and process.

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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.

Legal Disclosure

TC95043(0417)P