Category Archives for The Application Process for Life Insurance

Getting the Best Deal : Case Studies

If you are like me, anytime you are told that you will save money by taking a certain action, your initial instinct, voiced or not, is “prove it!” It is in this vein that, through case studies,

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Life Insurance Underwriting

If you are trying to figure out how long the underwriting process will take for life insurance, you have landed in a good place. This article about Life insurance underwriting time, will discuss average

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Are Online Life insurance Quotes Really Accurate?

If you have ever (or often) wondered whether online life insurance quotes are really accurate, you have landed in a good spot. This article discusses the pro's and con's of  online quote tools and

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The Application Process

Application Process Links Step 1. Choosing TermsStep 2. Get Pricing OptionsStep 3. Picking a Carriers Quote​Step 4. Submitting the ApplicationStep 5. The Life Insurance ExamStep 6.  Awaiting Underwriting

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2018 Life Insurance Buyer’s Guide

by James P. Tobin, CFP Note: This life insurance buyers guide is made available by  the Life Insurance Help Desk , an independent alternative to the 1-800 call centers and “captive”

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Choosing a Life Insurance Quote

​If you are wondering if there is more to choosing a life insurance quote than clicking on the carrier with the lowest monthly cost, you are in the right place. This article will run you through the

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What’s Involved in Taking a Medical Exam for Life Insurance?

If you are curious about what is involved in a  medical exam for life insurance, you are in the right place. This article will discuss whats involved, what they will be looking for, how long it will

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Choosing Terms: How Much & For how Long ?

One of the most common questions I face as a financial planner is “How much life insurance do I need?” If you'd like to learn a simple yet effective way to go about choosing terms for life insurance,

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How do I Finalize a Life Insurance Policy?

Reviewing and Accepting the OfferYou have applied for the right amount of life insurance at a fair price, you submitted the application, took the medical exam and got a favorable

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How do I Submit an Application for Life Insurance?

​Once you have decided on terms, received pricing, and chosen a carrier, you need to actually submit an application. The actual application is filled out by your agent or staff that is associated

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