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VARIABLE UNIVERSAL LIFE PRODUCTS FORMS & MARKETING MATERIAL ORDER FORM 6201 Powers Ferry Road, NW s Atlanta, GA 30339 ORDERING INFORMATION (PLEASE PRINT CLEARLY!) Order Date Ship to Attn: Name To
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How to fill out variable universal life products:

01
Gather the necessary information: To accurately fill out variable universal life products, you will need the policy holder's personal information, such as their name, address, and contact details. Additionally, you will need to collect information about their financial situation, including income, assets, and debts.
02
Choose the coverage amount: Determine the desired coverage amount for the variable universal life policy. Consider the policy holder's financial responsibilities, such as mortgage payments, education expenses, or dependent care, to determine an appropriate coverage level.
03
Select the investment options: Variable universal life products allow policy holders to allocate a portion of their premiums to various investment options. Research and choose the investment funds that align with the policy holder's risk tolerance and long-term financial goals.
04
Fill out the application form: Complete the application form provided by the insurance company. Provide accurate and detailed information regarding the policy holder's personal and financial circumstances. Be sure to review the form thoroughly before submission to avoid any errors.
05
Submit supporting documents: Attach any necessary supporting documents to the application form. These may include copies of identification documents, financial statements, or medical records, depending on the requirements of the insurance company.

Who needs variable universal life products:

01
Individuals with complex financial needs: Variable universal life products are ideal for individuals who require flexibility in their life insurance coverage due to their changing financial circumstances. These policies provide the opportunity to adjust the level of coverage and investment options to suit changing needs.
02
High-income earners: Variable universal life products offer the potential for investment growth, making them attractive to high-income earners who can afford higher premiums. These policies provide tax advantages and the ability to accumulate cash value over time, which can be utilized for retirement planning or other financial goals.
03
Estate planning purposes: Variable universal life products can be used as part of an estate planning strategy. The policy's cash value can be passed on to beneficiaries tax-free, providing a financial legacy and helping to cover estate taxes or other expenses.
In conclusion, when filling out variable universal life products, it is important to gather all necessary information, select the desired coverage amount, choose investment options, fill out the application form accurately, and submit supporting documents. Individuals with complex financial needs, high-income earners, and those seeking estate planning benefits may find variable universal life products suitable for their insurance and investment needs.
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Variable universal life products are a type of life insurance policy that combines the flexibility of universal life insurance with the investment options of variable life insurance.
Insurance companies offering variable universal life products are required to file them.
Variable universal life products can be filled out by providing all the required information about the policyholder, the coverage, and any investment options chosen.
The purpose of variable universal life products is to provide life insurance coverage while allowing the policyholder to potentially grow cash value through investment options.
Information such as policyholder details, coverage amounts, premium payments, and investment performance must be reported on variable universal life products.
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