Application Process

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  • Applications are processed upon receipt.

  • For advance agents the advance commission on applications received by noon Tuesday is paid on Wednesday.

  • Electronic transfer of funds is also available.

  • End of month agent statements are uploaded to the Agent Portal each month as well as a lapsed policy report, persistency report and points information for current standings for bonuses and the annual agents' trip.

  • Our goal is to issue policies within three weeks of receipt of the application.

  • A cover letter goes out with every new policy that specifically asks the new policyholder to "please read their policy immediately to make sure all of the information is correct and in accordance with their wishes".

  • The letter also explains whether the policy is to fund a pre-arrangement or is simply a cash policy to provide funds to help with funeral expenses.

  • Other information is given such as when the first premium is due or the first bank draft will be drawn.

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