Omni
New Member
I wanted to write this to spread the word on a new program I have become aware of which I feel will create a good source of additional income for everyone involved. The company I work for has been hired by a large banking organization in an effort to conduct research on the longevity/mortality of seniors who have life insurance policies. The bank wants to compile enough data to gain a better understanding of the senior market in life insurance.
The requirements for the clients/submissions are as follows:
1. Age 60+
2. Current life policy declaration page. The type and size of the policy does not matter...for example, it can be anything from a $5,000 term policy to a $50,000,000 UL policy
3. An illustration
4. A Verification of Coverage from the carrier
5. Life Expectancy reports (if available)
6. A HIPAA signed and executed by the insured
7. A consent and acknowledgement form signed and executed by the insured
For each client submitted you will receive $100.
I've been on these boards for a while now and thought with the number of agents here, it might be a good way to go back through your books of business and bring in some addtional income. There is some special verbage that must be on the HIPAA and Consent form in order to allow the bank to have access to the records etc. If you have your own HIPAA, I can send you what needs to be added to the documents. Otherwise, I will send over the necessary HIPAA and consent form.
Please email me if you are interested and I will answer any questions you may have. Thank you.
Jay
[email protected]
The requirements for the clients/submissions are as follows:
1. Age 60+
2. Current life policy declaration page. The type and size of the policy does not matter...for example, it can be anything from a $5,000 term policy to a $50,000,000 UL policy
3. An illustration
4. A Verification of Coverage from the carrier
5. Life Expectancy reports (if available)
6. A HIPAA signed and executed by the insured
7. A consent and acknowledgement form signed and executed by the insured
For each client submitted you will receive $100.
I've been on these boards for a while now and thought with the number of agents here, it might be a good way to go back through your books of business and bring in some addtional income. There is some special verbage that must be on the HIPAA and Consent form in order to allow the bank to have access to the records etc. If you have your own HIPAA, I can send you what needs to be added to the documents. Otherwise, I will send over the necessary HIPAA and consent form.
Please email me if you are interested and I will answer any questions you may have. Thank you.
Jay
[email protected]
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