First Time Applying for Life Insurance

1) Schedule 30 Min Zoom Call with InsuredTY:

2) Online Application (45 min):

• Drivers License

• Beneficiary SSN

• Bank Account Billing

• Existing Life Insurance Accounts

3) Online Medical Questionnaire (10 Min, 2-3 days after Application):

• Personal Physician

• Medications

• Medical History
  

4) Approval and Online Access (~2-3 weeks)

• Staff to follow up