Large Case Support
Leverage Empire Life's Tax, Retirement and Estate Planning team for formal subject matter expertise on all your Large Cases
Benefit from three value added approaches
Useful links
Evaluation - Our experts will take the time to evaluate and understand your client's situation on an individual, family or corporate basis and make sure you have the information you need to make proper recommendations.
Collaboration - Our team will work with you, your client and their other trusted advisors to position their situation, their priorities and their objectives. Their subject matter expertise will allow for a more seamless collaboration during the underwriting process when looking to justify the financial aspect of your case.
Empowerment - Provide your clients with precise and easy to follow sales strategy presentations that will help them visualize and understand how they can achieve their financial goals
Looking for articles on estate planning and strategies to help your clients? Visit our Content Library or view our TRIIPSS webinars
Large Case Support Service Offering
At Empire Life, the Tax, Retirement and Estate Planning team offers value added service offerings to support the qualified advisor or to provide formal subject matter expertise on large cases, as listed below.
$10,000+ of Annual Premium
$25,000+ of Annual Premium
- A 1 hour meeting to discuss a case (via telephone or video).
- Collaborate with the underwriting team in order to validate the need and appropriateness of recommendation.
- Respond to technical questions related to case, including review of relevant documents.
- Provide support with product illustrations and sales concepts.
- Support in preparing the financial case.
- Assistance in drafting cover letter.
- Meeting with client's other advisors (e.g., accountant).
Everything in the $10,000 list plus:
Operations
- Upon reception, case is flagged as a Large Case
Vendor Management
- Paramedical vendor management reviews requirements and ensures case is treated with priority.
Underwriting
- Welcome email from underwriter once the application is received in underwriting
- Additional requirements ordered with priority.
- All decisions are communicated with advisor and Account Executive.
- Adverse decisions will be communicated via phone call.
