There are many ways to submit a Life Insurance, Annuity, Long-Term Care or Disability Income application. Whether you like to take a paper or electronic application, both mediums can be found on Life Brokerage Financial Groups forms search engine. From the drop down options provided, choose the desired company, service type, state, product type, product name and whether you would like a fillable or blank application and click “Lookup”.
Once queried, the base forms needed to submit your application or policy service request appear. If additional forms are needed (EX: 1035 form, financial questionnaire, EFT form, etc.) simply click the form needed. Once all forms appear in your list of required forms you can either print or email them. If you rather submit your application electronically, switch your query from the basic search to the I-GO E-APP search. If you would like to learn more about the I-GO E-APP application process, please contact your brokerage director.