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ENFORCE ILLUSTRATION REQUEST Top portion of this form needs to be completed by the requesting agent. Insured MUST sign the bottom portion before any information can be released to the agent. Company
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How to fill out in-force illustration request
How to fill out in-force illustration request
01
Contact the insurance company to request an in-force illustration form.
02
Provide your policy details such as policy number, current cash value, and any additional information requested.
03
Review the in-force illustration once you receive it to ensure accuracy and understand the policy performance.
Who needs in-force illustration request?
01
Policyholders who want to see how their current life insurance policy is performing and the projected values based on current assumptions.
02
Insurance agents and financial advisors who are assisting clients with policy reviews and financial planning.
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What is in-force illustration request?
An in-force illustration request is a request made by an insurance policyholder or an insurance agent to obtain an updated illustration of the policy's current performance and projected future benefits.
Who is required to file in-force illustration request?
Insurance policyholders or their authorized agents are required to file an in-force illustration request.
How to fill out in-force illustration request?
To fill out an in-force illustration request, the policyholder or agent must provide their policy information, current contact details, and any specific requests or concerns related to the policy.
What is the purpose of in-force illustration request?
The purpose of an in-force illustration request is to allow policyholders to review and understand their current policy performance, projected benefits, and any required actions or changes.
What information must be reported on in-force illustration request?
The in-force illustration request must include policy details, premium payments, current cash value, death benefit, and any riders or endorsements attached to the policy.
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