Get the free in-force Illustration Request

This document allows agents to request in-force policy information from insurance companies, including annual statements and policy projections, with the necessary authorizations from the insured.

How to fill out in-force illustration request

How to fill out in-force illustration request

1. Gather necessary policy information such as policy number, type of policy, and insured's details.
2. Access the in-force illustration request form either online or request a physical copy from your insurance provider.
3. Fill in your contact details accurately, including your name, address, and phone number.
4. Provide the specific details of the policy for which you are requesting the illustration.
5. Indicate any specific scenarios or alternatives you would like the illustration to cover (e.g., loans, changes in premiums).
6. Review the form for completeness and accuracy to avoid processing delays.
7. Submit the request either online or via mail, as required by your insurance company.

Who needs in-force illustration request?

1. Policyholders seeking to understand the current financial status of their life insurance policy.
2. Financial advisors needing detailed policy illustrations for client consultations.
3. Insurance agents requiring updated illustrations to offer clients the most accurate policy information.

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What is in-force illustration request?

An in-force illustration request is a formal request for a detailed projection of the current and future values of a life insurance policy or annuity based on the terms and conditions of the contract.

Who is required to file in-force illustration request?

Generally, policyholders or their authorized representatives are required to file an in-force illustration request with the insurance company to obtain this information.

How to fill out in-force illustration request?

To fill out an in-force illustration request, the policyholder needs to provide specific information such as policy number, owner details, and the type of illustration required, and submit it to the insurance company.

What is the purpose of in-force illustration request?

The purpose of an in-force illustration request is to provide policyholders with a clear understanding of their policy's performance, including cash values, death benefits, and projected growth over time.

What information must be reported on in-force illustration request?

The in-force illustration request must report information such as the policy number, current cash value, premium payments, projected future values, and assumptions used in the illustration.