Get the free ADV1137 In force Illustration Request Form 201404.docx

UL/ILL In Force Illustration RequestADV1137 (042011)INSURER: FIDELITY & GUARANTY LIFE INSURANCE COMPANY In order to provide an illustration, all cost of insurance and minimum premiums must be paid

How to fill out adv1137 in force illustration

How to fill out adv1137 in force illustration

1. To fill out an ADV1137 in force illustration, follow these steps:
2. Gather all the necessary information about the policy that you want to illustrate.
3. Start by filling out the basic policy details such as policy number, policy type, and policy owner's information.
4. Provide the required details about the insured person for whom the illustration is being prepared, including their name, age, and gender.
5. Specify the coverage details, including the benefit amounts, premium payments, and any optional riders or add-ons.
6. Calculate and present the projected values of the policy over a specific time period, including the death benefit, cash value, and any surrender or withdrawal values.
7. Include necessary disclaimers and disclosures according to regulatory guidelines.
8. Review the filled-out illustration form for accuracy and completeness.
9. Obtain necessary signatures and submit the completed ADV1137 in force illustration as per the required procedure and timeline.

Who needs adv1137 in force illustration?

1. Insurance agents and brokers who deal with life insurance policies may need ADV1137 in force illustration.
2. Policyholders who want to assess the performance and projected values of their existing life insurance policy may also require an ADV1137 in force illustration.
3. Insurance companies and their representatives may use ADV1137 in force illustrations to showcase the benefits and features of their life insurance products to prospective clients.

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What is adv1137 in force illustration?

AD1137 in force illustration is a document that provides a detailed representation of a life insurance policy's current and future benefits.

Who is required to file adv1137 in force illustration?

Insurance companies are required to file AD1137 in force illustrations for life insurance policies.

How to fill out adv1137 in force illustration?

AD1137 in force illustrations can be filled out by inputting the policyholder's information, policy details, and projected values into the template provided by the insurance company.

What is the purpose of adv1137 in force illustration?

The purpose of AD1137 in force illustration is to provide policyholders with a clear understanding of how their life insurance policy will perform over time.

What information must be reported on adv1137 in force illustration?

AD1137 in force illustration must include details such as policyholder information, policy benefits, current and future projections of cash value and death benefits.