Survivorship Universal Life
Issues Ages: 18-90 (age nearest birthday)
Minimum Face Amount: $250,000
Riders included in the policy: Living Benefits, No-Lapse Guarantee Rider
Available Riders: Estate Protection, First to Die, Ten Year Level Term
PER CASE MINIMUM PREMIUM REQUIREMENT: $20,000
Financial Markets Inc is in contract with New York Life through the Advanced Markets Network of New York Life. The purpose of the Advanced Markets Network is to provide access to New York Life products through select BGA’s such as Financial Markets Inc for special large cases. To honor the franchise of the Career Agency System of New York Life, Financial Markets Inc is only allowed to facilitate underwriting of cases where total first year premiums per case meet or exceed $20,000.
This includes all funds including planned premium, lump sums and 1035-exchange premium.
Sales Tools
Audience | Document | Updated | Link |
---|---|---|---|
Producer Use Only | Forms | 04/24/2024 | Click Here |
Producer Use Only | Multi-Carrier Underwriting Guide | 05/01/2024 | Click Here |
Product Resources
Audience | Document | Updated | Form Number | Link |
---|---|---|---|---|
Producer Use Only | Producer Guide | 12/20/2023 | 14803 | Click Here |
Dedicated Team
2024 fmiAgent Point Awards
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