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Before you Schedule a Call, please make sure you have done the following:
1) To Request a Life Insurance Quote:
1.1) Please use the “Life Insurance Calculator” found on the above Menu, or click the link HERE (the link will open in a new tab or window), so that you may know your life insurance coverage needs for your specific circumstance.
1.2) Please complete the Request for a “Quote” form found on the above Menu, or click the link HERE (the link will open in a new tab or window), so that the Licensed Professional may know which Insurance Carriers to present, based on your life insurance needs, and suitability, based on factors like age, sex, health, tobacco use and other information. The questionnaire on that page, more or less would have the questions that typical insurance companies requires to be answered in a Life Insurance Policy Contract Application.
1.3) Then below, you can select the Service: “Request a Life Insurance Quote”.
2) Life Insurance Application:
2.1) You would have already received the Life Insurance Quotes or Illustration via email. So you would know the Premium Amount and the Face Amount of the Application for a Life Insurance Contract.
2.2) A typical Insurance Policy Application would require the following identification documents, Driver’s License, State I.D. or passport (to prove residency), SSN (linked to your medical records), and a U.S.-based bank account (to pay for your monthly or yearly premiums if your application is accepted by the Insurance Company. This is for when you are ready to do the Application with the assistance of the Licensed Professional, who will also provide you his/her State of Texas License Number. The Quote or Illustration provided to you (on Step One above) also would be submitted with the Application, and if approved, will be part of the Life Insurance Policy Contract.
2.3) Then below, you can select the Service: “Life Insurance Application”.
3) Life Insurance Policy Review
3.1) This is for those who would like to buy an additional policy based on what they already have. Some might have a Term Life Insurance Policy (which termi-inates, it ends), and might need a Whole Life Insurance Policy instead, for Final Expenses.
3.2) Please use the “Life Insurance Calculator” found on the above Menu, or click the link HERE (the link will open in a new tab or window), so that you may know your life insurance coverage needs for your specific circumstance.
3.3) Then below, you can select the Service: “Life Insurance Policy Review”.
4) Request a Callback for General Inquiries
This is for Clients who have gone through the process above, who might have any other questions or concerns that were not covered during the previous calls.