Life Insurance Application: What to expect.

What Can I Expect When Filling Out My Life Insurance Policy

Applications can be stressful, however, being prepared is helpful. Here are some tips to help with a stress-free application process.

Make sure you have all your information ready!

Having your information ready can help relieve stress. That’s why you should have your social security number, driver’s license, beneficiary’s social security number, and ID information.

Have a list of your assets and debt

Having a list of your debt and assets is an important part of the application process. Your agent can help determine your net worth.

Have a third party contact

Have third party contact information with your applications in case something were to happen to your policy and they are unable to reach you.

Be prepared to reallocate

Make sure you are prepared to reallocate your life insurance policy to different beneficiary’s in case something were to happen to one or more of your beneficiaries.

Have all your Health Insurance Information

Having all your health insurance together can help speed up the process of underwriting for your life policy. Make sure to have policy numbers and any other information.

Have your Primary Care Physician information ready

Have all your Primary care Physician info ready, including phone number, address, and doctors name.

Comply with Underwriting

Underwriting can be a stressful and difficult process. From setting the appointment to completing the requirements. Make sure you are ready to comply with everything the insurance company requires.

Applications for Life Insurance are time-consuming. However, coming into the situation prepared can make things just that much better and that much easier. Let your agent know if you have questions or reach out to us at Empower. We are happy to help! 888-539 1633.

Get with one of our life and financial experts today! They can help you choose a policy. Additionally, they can conduct a policy review to ensure that your current policy is still right for you!

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