SummitLife Indexed Universal Life
SummitLife IUL is designed exclusively for the emerging affluent and affluent markets, offering more competitive features!
Issue Ages: 0-85 (age nearest birthday)
Minimum Face Amount: $1,000,000
Surrender Schedule: 10 years
Riders:
Accelerated Benefits Riders – Terminal, Chronic, Critical Illness, Critical Injury, Alzeimer’s Disease
Additional Protection Benefit Rider
Balance Sheet Benefit Rider
Benefit Distribution Option Rider
Death Benefit Protection Rider
Lifetime Income Benefit Rider
Overloan Protection Rider
Qualified Plan Exchange Privilege Rider
Systematic Allocation Rider
Waiver of Monthly Deductions Rider
Waiver of Specified Premium Rider
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 |
Producer Use Only | IUL eKit Microsite Link | 12/07/2023 | Click Here |
Producer Use Only | Term to Perm eKit Microsite Link | 12/07/2023 | Click Here |
Producer Use Only | Life Puzzle eKit Microsite Link | 12/07/2023 | Click Here |
Producer Use Only | Rapid Response Center Link | 04/24/2024 | Click Here |
Consumer Use | Financial Calculators | 12/07/2023 | Click Here |
Product Resources
Audience | Document | Updated | Form Number | Link |
---|---|---|---|---|
Producer Use Only | Product Highlights | 12/22/2023 | 106283 | Click Here |
Producer Use Only | Streamlined Underwriting Green/Yellow/Red Light Producer Flyer | 12/07/2023 | 103341 | Click Here |
Producer Use Only | Uninsurable or Problematic Risks | 12/08/2023 | TC120418 | Click Here |
Producer Use Only | Term Conversion Producer Guide | 12/07/2023 | 104247 | Click Here |
Producer Use Only | EZ Underwriting Program Producer Guide | 12/07/2023 | 103173 | Click Here |
Producer Use Only | Foreign National Guidelines | 12/07/2023 | 69798 | Click Here |
Producer Use Only | Life Product Guide Quick Reference Chart | 12/07/2023 | 63236 | Click Here |
Producer Use Only | Accelerated Benefit Riders Product Guide | 12/07/2023 | 68928 | Click Here |
Consumer Use | LIBR Consumer Flyer | 12/07/2023 | 64272 | Click Here |
Consumer Use | Consumer Brochure | 12/22/2023 | 106257 | Click Here |
Consumer Use | Enhancer Bonuses Consumer Brochure | 12/22/2023 | 106287 | Click Here |
Consumer Use | Bonus Rates Brochure | 12/22/2023 | 106288 | Click Here |
Consumer Use | “Life Insurance with Living Benefits” Consumer Flyer | 12/08/2023 | 102990 | Click Here |
Consumer Use | “Understanding the LexisNexis Risk Classifier” Consumer Flyer | 12/08/2023 | 104405 | Click Here |
Consumer Use | “Benefits of Life Insurance” Consumer Brochure | 12/08/2023 | 64435 | Click Here |
Consumer Use | “Living Benefits There’s More to Life” Consumer Brochure | 12/08/2023 | 103433 | Click Here |
Consumer Use | Retirement Income Gap Analysis Consumer Worksheet | 12/08/2023 | 106303 | Click Here |
Consumer Use | Business Highlights Consumer Flyer | 04/24/2024 | 68825 | Click Here |
Dedicated Team
2024 fmiAgent Point Awards
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