Survivorship Whole Life
Survivorship Whole Life is a level premium, second-to-die, participating whole life insurance policy offering a guaranteed death benefit and cash value, and the potential to earn dividends, which are not guaranteed.
Issue Ages:
Survivorship Whole Life 100: 18-85
Survivorship Whole Life 12 Pay: 25-75
Maximum difference in age between the two insureds is 25 years.
Minimum Face Amount: $100,000
Riders Available: Accelerated Death Benefit for Terminal Illness of Surviving Insured, Estate Protection, Policy Split Option, Survivorship Additional Life Insurance, Survivorship Life Insurance Supplement, Waiver of Premium, Waiver of Premium upon Death of Specified Insured
Sales Tools
Audience | Document | Updated | Link |
---|---|---|---|
Producer Use Only | Forms | 04/24/2024 | Click Here |
Producer Use Only | Multi-Carrier Underwriting Guide | 04/05/2024 | Click Here |
Consumer Use | Dependability of Whole Life Insurance Consumer Video | 04/03/2024 | Click Here |
Product Resources
Audience | Document | Updated | Form Number | Link |
---|---|---|---|---|
Producer Use Only | Guidelines for Foreign Travel | 04/03/2024 | LI7553 | Click Here |
Producer Use Only | Whole Life Portfolio | 04/03/2024 | LI10804e | Click Here |
Producer Use Only | Guidelines for Foreign Citizens Living in the U.S. | 04/03/2024 | LI7552 | Click Here |
Producer Use Only | Guidelines for Foreign Nationals Living Abroad | 04/03/2024 | LI7547 | Click Here |
Producer Use Only | Product Portfolio | 04/03/2024 | LI7010e-SD | Click Here |
Producer Use Only | Producer Guide | 12/15/2023 | LI1789 | Click Here |
Producer Use Only | Whole Life Historical DIR (Competitive Comparison) | 04/03/2024 | CI1059LI | Click Here |
Producer Use Only | Platinum Pass Program Guide | 04/03/2024 | LI7210 | Click Here |
Producer Use Only | Underwriting Sweet Spots | 04/03/2024 | LI6005 | Click Here |
Consumer Use | Client Medical Interview (Telephone) Consumer Guide | 04/03/2024 | LI7421 | Click Here |
Consumer Use | Client Medical Interview (Online) Consumer Guide | 04/03/2024 | LI9082 | Click Here |
Consumer Use | Consumer Brochure | 12/15/2023 | LI1785 | Click Here |
Consumer Use | “Leave a Legacy with Confidence” Consumer Brochure | 12/15/2023 | LI1783 | Click Here |
Consumer Use | Gift of a Lifetime Consumer Flyer | 04/03/2024 | LI7026 | Click Here |
Consumer Use | A Simplified Look at How the DIR is Applied Consumer Brochure | 04/03/2024 | LI7159 | Click Here |
Consumer Use | Dividend Interest Rate (DIR) Explained Consumer Flyer | 04/03/2024 | LI9189 | Click Here |
Consumer Use | Historical Dividend Studies Consumer Brochure | 04/03/2024 | LI7954 | Click Here |
Consumer Use | Historical Dividend Results (Case Study) Consumer Brochure | 04/03/2024 | LI1020 | Click Here |
Consumer Use | Consistently Strong Historical Results Consumer Brochure | 04/03/2024 | LI7097 | Click Here |
Consumer Use | Creating Value for Policyowners Consumer Brochure | 04/03/2024 | LI7486 | Click Here |
Consumer Use | Guaranteed Insurability Rider Consumer Flyer | 03/14/2024 | LI7069 | Click Here |
Dedicated Team
2024 fmiAgent Point Awards
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