Application Resources Toolkit


We’ve grouped resources to provide information and marketing materials by subject.

Underwriting   Application

In-Force/Service Needs   Physicians

Business Owners    Attorneys

Residual Riders    Family Care Benefit

Benefit Increase Rider


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Find resources to get started, use TeleApps and deliver policies. Increase option application information included.

Getting Started

Product Guide — Find product details and information about applications and new policies, such as policy effective dates, calculating premium and more.

Applications — Get application forms on

Pre-Application Discussion Topics With Prospects Flyer — These topics will help you prepare for the application and set expectations with your client.

Application Completion Helpful Tips — Make sure your applications are 100% compliant and won’t be delayed by errors or missing information.

IDI Premium Discounts Flyer — Save up to 35% for your clients with these discounts.


TeleApp Overview Presentation — Curious about how TeleApps work? This presentation shows why you should use TeleApps, how they works and best practices.

TeleApp Instructions Flyer — How to order a TeleApp.

TeleApp – What to Expect Flyer — Let your clients know what to expect for their telephone interview.

Conditional Receipt by Credit Card or EFT Instructions — Get detailed instructions on how to secure Conditional Coverage for your clients, including how to pay with credit card.

Policy Delivery

DocFast Key Advantages Flyer — Find out why you should use DocFast®.

DocFast Overview Flyer — Get detailed instructions on how to use DocFast.

DocFast Frequently Asked Questions — Get your DocFast questions answered.

Increase Options Applications

Exercising FPOs Training Presentation — Detailed instructions on exercising Future Purchase Options.

Future Purchase Option FAQ Flyer — Common FPO questions answered.