Get the free Universal life advisor guide (MK3270E). Learn key questions to ask when choosing a u...
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An advisors guide to universal life productive PRODUCTS AT A GLANCE MANUFACTURERS LIFE INSURANCE COMPANYUniversal life insurance is a financial product that uniquely combines the
protection of life
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How to fill out universal life advisor guide
How to fill out universal life advisor guide
01
To fill out the universal life advisor guide, follow these steps:
1. Start by providing your personal information such as your name, contact details, and social security number.
2. Next, fill in the beneficiary information, including the names and contact details of the individuals or organizations who will receive the death benefit upon your passing.
3. Specify the desired coverage amount and any additional riders or options you want to include in your policy.
4. Provide information about your medical history, including any pre-existing conditions or current medications.
5. Answer questions related to your financial situation and income to determine your eligibility and suitability for the policy.
6. Review the filled-out form for accuracy and completeness.
7. Sign and date the form, acknowledging your understanding and agreement to the terms and conditions.
02
Who needs universal life advisor guide?
01
The universal life advisor guide is useful for individuals who are interested in purchasing a universal life insurance policy. It can be helpful for anyone looking to secure life insurance coverage with flexible premiums and death benefits.
Specifically, the guide may be beneficial for:
1. Individuals who want the ability to adjust their premium payments and coverage amount over time.
2. Those who desire a life insurance policy that builds cash value and offers potential tax advantages.
3. Individuals seeking a death benefit that can be used to cover various expenses, such as funeral costs, mortgage payments, or income replacement for dependents.
4. People who are looking to leave behind a legacy or pass on wealth to beneficiaries.
However, it is important to note that the universal life advisor guide is not suitable for everyone. It is recommended to consult with a financial advisor or insurance professional to determine if a universal life insurance policy is the right choice for your individual needs and financial goals.
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