Telephone application for life insurance |
|
This service will generate a telephone application for life insurance with a unique reference number appended to the bottom of the form.
Click here to choose the 5/08 version of the Telephone application for life insurance form (413) (includes the interest option supplement, form 17-8139 – 6/09 version)
(Note: Only print one copy per application, as a unique reference code is generated)
**IMPORTANT**
In order to ensure proper tracking and reporting of your new business, only print one copy of the application. Do not photocopy a blank application for multiple submissions. If you need to create more than one application, click on the Refresh button of your browser to generate a new reference number or use your Back button to select another application (or another application type) and this will generate a new number.
Available languages for telephone interview
If you’ve chosen to complete the product information, use the appropriate separate product page from the forms below (note these forms do not have a unique reference number):
Simply Preferred term life insurance product page (17-8282)
Participating life insurance product page (17-8283)
Millennium universal life insurance product page (17-8284)
|
Guide to telephone interviews, advisor guide – May 2008
Form #: 17-8156
This guide outlines the Canada Life telephone interviews process – from the basic overview of the process to frequently asked client questions.
|
|
Your guide to telephone interviews client brochure – May 2008
Form #: 17-8155
This guide provides a summary of how the telephone interview process works, giving clients an understanding of the process and interview preparation tips.
|
|
Telephone interview quick tips – May 2008
Form #: 17-8259
This advisor tool provides an at-a-glance overview of forms and related processes used in telephone interviews and underwriting.
|