Support

Need to speak with a real live person?  Feel free to reach out to one of our experts.

From simple questions, to full support with going through an application. 

We’re here to help!

Client Services Support

  • Beneficiary Changes
  • Address Changes
  • Premium Assistance
  • Policy Claims
  • Other Policy Changes

New Application Support

  • Application Support
  • Insurance Questions
  • Choosing a Carrier
  • Higher-Level Situations
  • Other Support Needs 

Business Insurance

  • Key Person Insurance
  • Buy/Sell Agreements
  • Cross Purchase Plans
  • General Information
  • Other Business Situations

We're here if you need us...

Our goal is to give you enough information to help you make your own decisions on purchasing life insurance.

Here are some common questions we get from other customers.

However, if you would like to chat with us 1-on-1, we’re here to help.

Once an application is filled out online, you’ll be prompted to schedule a phone call with one of our agents.

The purpose of this call is to verify your information and identity, along with providing any answers to questions you may have.

This generally only takes about 5 minutes.

For most, only a week or two.

However, it could take up to 60 days to get your policy approved depending on a few factors.

Many carriers offer expedited underwriting, which means you won’t have the need for a physical.

We’ll go over these options with you during your application call.

Our quote engine produces up to date quotes directly from the insurance companies.

The more accurate your answers, the more accurate your quotes.

You’ll have the opportunity to accept or decline what the insurance company offers you once underwriting has been completed.

Of course! 

If you would prefer to have an agent walk you through the process, we offer this at no extra cost.

We will assist you in the following:

  • Determining your benefit amount.
  • Choosing the best carrier.
  • The application process.
  • Ongoing underwriting communications.

Our client services team will help you with your ongoing policy support.

This includes, but is not limited to:

  • Policy changes
  • Beneficiary changes
  • Policy Claims
  • Etc.

If your new policy is intended to replace your old policy, then most of the time, you’ll simply stop paying the premiums.

This is one of the subjects we discuss in your application call with your agent.

For the most part, we’ll be verifying your identity and answering any questions you may have.

We also might need to clarify underwriting and policy details.

And of course, if there is an insurance company that’s a better fit, we’ll cover that as well.

Surely was built for young families who are still in the wealth building phase.

We have a strong belief that term life insurance is the best fit for these situations.

If you would like us to answer any questions about the difference between term life and permanent life, please reach out to us.

Our client support team will help you with changing your beneficiaries for you.

Absolutely.

Every insurance carrier has a niche.  Some offer better rates for different situations.

For example, certain carriers are more forgiving with their rates for heart problems than others.

If this is the case, our agents will bring it up during your application call and point you in the right direction.

Still no luck? We can help!

Every once in a while we get a question that needs a personal touch.

Reach out to us and we’ll have an agent contact you immediately to answer any and all your questions.

Client Services Contact

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New Application Support

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New Application Support

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