You've reached one of the most critical steps in the process.

Please follow the instructions below carefully to ensure the correct submission of the required documents.

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INSTRUCTIONS

01

Please download the following documents, fill them out completely, and have your client sign them where indicated:

HIPAA Authorization

Third Party Authorization Form

Advisor Commitment Note

02

Please take a photo of the important detail page of your client's life insurance policy. You can use a laptop, desktop, or smartphone, but the easiest way is with your smartphone.

03

Once you have the completed and signed documents, please scan them and upload all of it, including the photo of your client's life insurance policy, into the form below.