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The following strategy and concept sales aids are available below:

Strategies

Concepts

Annuity Funded Life Insurance

Large Case Support

In order to streamline and simplify the large case quote process please follow these steps:

  • Contact a Tax & Estate Planning team member in your region. All large case support questions, request for quotes and follow up questions should be directed to that person.
  • Use the Large Case Request form  when you are requesting a large case illustration. Complete as much of the information as possible. Use the "Save As" function to save a copy of the Large Case Request form and submit it electronically as an attachment to an e-mail or as a fax.

The Tax & Estate Planning team will strive to answer your inquiry and start the quoting process within the same business day.