Custom Survivorship Whole Life
Issues Ages: 18-90 (age nearest)
Minimum Face Amount: $100,000
Available Riders: Disability Waiver of Premium, Dividend Option Term, Level Term First-to-Die, Level Term Second-to-Die, Living Benefits, Option to Purchase Paid-Up Additions
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 | 01/09/2024 | Click Here |
Producer Use Only | Multi-Carrier Underwriting Guide | 04/05/2024 | Click Here |
Product Resources
Audience | Document | Updated | Form Number | Link |
---|---|---|---|---|
Consumer Use | Whole Life Consumer Brochure | 12/20/2023 | 15032.102021 SMRU1760655 | Click Here |
Consumer Use | Whole Life Wheel Concept Card | 12/20/2023 | 14591 | Click Here |
Dedicated Team
2024 fmiAgent Point Awards
You must be logged in to use this feature.