Producer's Page
 |
Patrick Braun,
CLU, FIC, LUTCF
National Sales Manager |
|
|
As you are aware, this year FCSLA has been conducting a pilot program designed to allow all Catholics membership in our association regardless of heritage. This program has been a great success, and I thank all of you for your support.
At the recent board meeting, our board of directors decided that as of September 30, 2010, they will have gathered enough data regarding this program. The Board of Directors would like to have the information compiled and ready for review by the end of year board meeting. As a result of this decision, any applications written under the pilot program guidelines must be submitted to the Home Office by September 30, 2010.
Any questions regarding this decision may be directed to me at (262) 893-6675.
Fraternally Yours,
Patrick F. Braun
National Sales Manager
Stay tuned to this page for future news and exciting updates from your National
Sales Manager.
Illustrations:
Log on to Illustration System -
FCSLA has partnered with SunGard Insurance Systems to provide our web-based
Enterprise Illustration Solution. SunGard VIP...our "Versatile
Illustration Partner."
Non-Conforming Illustration Form (39K
PDF*) - This form must be submitted with any life insurance application that
is not accompanied by a signed illustration matching the application.
Sales
Support:
New! MIB
Notice to the Proposed Insured (27K PDF)
Life
Insurance and Annuity Applications - Answer a few questions and you will
get the application form (PDF) you need for immediate use.
New! Brochures
Life Insurance Underwriting Guidelines
Chart (11K PDF*) - This document shows the medical information we require
for applicants based on issue age and amount of insurance applied for.
Suitability Form
Requirements (48K
PDF*) - This
document explains the suitability form requirements by state.
Annuity Suitability Form (14K
PDF*) - This form must be submitted with any annuity
application where required by the state.
Life Insurance Suitability
Form (14K
PDF*) - This form must be submitted with any life
insurance application where required by the state.
Replacement of Life Insurance
or Annuities Form (54K PDF*) - This form must
be submitted with any replacement application (life insurance or annuity).
One copy to the Home Office with application, one copy to applicant, one
copy to agent.
Sales Material Verification Form (37K
PDF*) - This form must be submitted with any
replacement application (life insurance or annuity). One copy to the Home
Office with application, one copy to applicant, one copy to agent.
Electronic Fund Transfer
Nonqualified Section 1035 Tax Free Exchange Request
- For Life (35K PDF*) - This form
is required if the applicant is surrendering a policy with another company
and using that surrender as a tax-free exchange to purchase a policy from
FCSLA. This form must be submitted with the Replacement of Life Insurance
or Annuities form.
- For Annuity (59K
PDF*) - This form is required if the applicant is surrendering a policy
with another company and using that surrender as a tax-free exchange to
purchase a policy from FCSLA. This form must be submitted with the Replacement
of Life Insurance or Annuities form.
Qualified IRA Transfer Request (58K
PDF*) - This form is required if the applicant is transferring qualified
monies (401K, IRA, Roth IRA, Simple IRA, SEP) and depositing to a qualified
Annuity.
HIPAA Authorization (97K PDF*) - This authorization
will be used to obtain medical records, if necessary, from the doctor(s)
listed on the back of the form.
Marketing and Sales Support:
Display Advertisement Library -
A collection of FCSLA print ads in PDF format that can be downloaded and
used for your print advertisements.
 * Adobe Reader is required to open and print
the documents on this page. If you do not already have Adobe Reader, it is
available as a free download from Adobe.)
|
