2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361 
(800) 350-2019
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RECENT CASE SUCCESSES
 

FEMALE 59

  • Applying for Long Term Care with one of our insurance carriers
  • Electronic Application submitted on 3/19/20
  • Worked closely with our partners at the carrier to schedule the phone interview and clear contracting requirements immediately
  • Phone interview scheduled for 3/27/20
  • Went back to our contacts at the carrier to push underwriting
  • Case Approved and issued 3/31/20
  • $100,000 single pay – $8,000 in commission
  • 8 working days to completed submission, phone interview, underwriting, and policy issue


MALE 51

  • Applying for $1,000,000 of Indexed Universal Life Insurance
  • Application submitted on 3/20/20
  • Policy approved 3/27/20 as Standard Plus due to family history guidelines
  • Our Chief Underwriter stepped in and was able to negotiate a Preferred Offer.
  • 5 working days to complete app submission, underwriting, negotiation, and policy approval.