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New Contract Transmittal Appointment Type: General Agent Producer Name: Appointing Agent: Code # Commission Level/Contract Code (REQUIRED) (Different compensation levels can be assigned for each product
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How to fill out fidelity life

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How to fill out fidelity life:

01
Start by gathering all necessary information: Before filling out the fidelity life application, gather important documents such as your social security number, contact information, medical history, and beneficiary details. It's essential to have accurate and up-to-date information to ensure a smooth application process.
02
Complete the application form: Once you have all the required information, carefully fill out the fidelity life application form. Pay close attention to every question and provide accurate answers. Make sure to double-check for any errors or missing information before submitting the form. Accuracy is crucial to avoid delays or issues with your application.
03
Provide necessary medical information: Fidelity life insurance typically requires you to disclose your medical history accurately. This may include prior illnesses, surgeries, current medications, and any pre-existing conditions. Fill out this section honestly and thoroughly to ensure an accurate assessment of your insurance needs.
04
Consider additional riders or coverage options: Fidelity life offers various additional riders and coverage options that you might find beneficial. These can include critical illness coverage, accidental death benefit, or disability riders. Take the time to review and consider these options, as they can enhance your overall protection and tailor your policy to your unique needs.
05
Review and sign the application: Once you have completed the fidelity life application form and provided all necessary information, carefully review it for accuracy. Ensure that all sections have been adequately filled out and signed where required. This step is crucial to avoid any mistakes that could potentially affect your policy or claim in the future.

Who needs fidelity life:

01
Individuals with dependents: Fidelity life insurance can provide financial protection for individuals who have dependents, such as a spouse, children, or elderly parents. It ensures that your loved ones are financially secure and can maintain their standard of living in the event of your passing.
02
Breadwinners: If you are the primary income earner in your household, having fidelity life insurance can provide financial stability for your family in the event of your untimely death. It can help cover daily living expenses, mortgage or rent payments, educational costs, and other financial obligations.
03
Business owners: Fidelity life insurance can also be essential for business owners, especially those who have partners or employees relying on their leadership and expertise. It can help ensure continuity for the business, provide funds for a buy-sell agreement, or cover any outstanding debts or loans.
04
Individuals with financial obligations: If you have significant financial obligations, such as outstanding debts, loans, or a mortgage, fidelity life insurance can serve as a safety net. It can help cover these financial obligations, preventing your loved ones from being burdened with them after your passing.
05
Those looking for peace of mind: Even if you don't have dependents or significant financial obligations, fidelity life insurance can still provide peace of mind. It guarantees that your final expenses, such as funeral costs or medical bills, will be covered, sparing your loved ones from potential financial strain during a difficult time.
Remember, it's always recommended to consult with a licensed insurance agent or financial advisor to assess your specific needs and determine the appropriate level of coverage to suit your circumstances.
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