I
KNOW
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RESOLUTION
100

Agent can submit to update planned premium

What is Article 2710-Reissue Form?

100

I am the POA.


What is Article 2699-Power of Attorney - How To?

100

I need another copy of my policy.  How much does that cost.

What is Article 2426 Duplicate Policy Request - How to and $25 Fee?

100

I am newly married and want to make sure my wife is taken care of when I pass.


What is Article 2376 Change of Beneficiary - How to?

100

Allows the policy owner a specified period in which to cancel the policy and receive a refund of all premiums paid.

What is Article 1693 Free Look Provision?

200

I need to stop my draft.

What is article 2380 Draft Stop Request - How to?

200

Category: Policy Administration
Issue Type: Service Request
Issue Sub Type: Address Change

What is article 2366 Address-Change-How-to?

200

I want to change my draft date.

What is article 2423-Draft Date Change - How to?

200

I have a Home Certain policy.  I want to know the fee for obtaining  a duplicate copy of my policy.

What is Article 2426 Duplicate-Policy-Request-How-to and $25 fee?

200

 Beneficiaries can also be updated at the same time as an owner change.

What is article 2431-Ownership Change - How to?

300

You must always check policy pages first to verify if a policy is within the convertibility period.

What is article 1660-Conversion Guidelines?

300
My SSN is wrong.

What is article 2434 Social Security Number (SSN) Update - How to?

300

Temporary Policy Cancellation

What is article 2435 Term Cancellation-How to?

300

I need to change my elections for how my policy gains cash value.

What is article 2440- Allocation Option Change - How to?

300

Guide on how to assist a caller with a Draft Stop Request and additional important information.


What is Article 2380 Draft Stop Request - How to?

400

I received notice that you will be drafting two payments.  I need to stop that transaction.


What is Article2422-Double Draft Stop Request - How to?

400

Full Surrender


What is Article 2436-UL Cancellation w/ Surrender Value (Full Surrender) - How to?

400

I have temporary life insurance and I want to cancel the policy.

What is Article 2435 Term Cancellation - How to?

400

Instructions on how a client should fill out the Loan Request Form.


What is article 2444 Loan Request Form?

400

Request Disbursement of Life Insurance Form is used when ______. (Three parts to answer)


What is 

1. UL Cancellation w/ Surrender Value (Full Surrender) - How to

2. Whole Life Cancellation - How to

3. Partial Surrender - How to?



500

My son is taking over payments for this policy with a new account.  

What is Article 2375 Bank Change (Changing Account & Payor) - How to?

500

A partial exchange of the Life Insurance coverage provided by a contract for the Cash Value of the policy

What is article 2438 UL Cancellation without Surrender Value - How to?


500

Up to three premiums can be drafted.

What is article 3261 Hand Draft Request - How to?

500

A full exchange of the Life Insurance coverage provided by a contract for the Cash Value of the policy

What is article 2436 UL Cancellation w/ Surrender Value (Full Surrender) - How to?

500

I am using this policy to obtain a loan from my bank.

What is aricle 2370 Assign a Policy as Collateral - How to?

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