Life Insurance

better_security

Life insurance provides the security of knowing our loved-ones will be provided for no matter what the future may bring. Let our staff help you secure the financial futures for your clients and their families. We will use our underwriting and advanced sales experience to design the perfect plan for your clients. We offer underwriting pre-screening, full informal file reviews, plan design, illustration design and policy review at no cost. Let us be your full service back office.

Life Insurance Product Offerings:

  • Universal Life
  • Index Universal Life
  • Variable Universal Life
  • Term
  • Whole Life
  • Simplified Issue
  • Guaranteed Issue
TERM QUOTE ENGINE

Carrier Listing

Term Insurance
Accordia
AIG/American General
Ameritas
AXA Equitable
Banner
Brighthouse Financial
John Hancock
Life of the Southwest
Lincoln Financial
Mass Mutual
Minnesota Life
National Life of VT
Nationwide
North American
Principal
Protective
Prudential
SBLI
Security Mutual of NY
Transamerica
United of Omaha
William Penn
Zurich

Whole Life
Assurity
Ameritas
AXA Equitable
Guardian
Life of the Southwest
Mass Mutual
Minnesota Life
National Life of VT
Penn Mutual
SBLI
Security Mutual of NY

Current Assumption SUL
Accordia
AIG/American Genera
AXA Equitable
Life of the Southwest
John Hancock
National Life of VT
Prudential
Transamerica

Current Assumption UL
Accordia
AIG/American General
Ameritas
AXA Equitable
Brighthouse Financial
John Hancock
Life of the Southwest
Lincoln Financial
National Life of VT
North American
Principal
Protective
Prudential
Symetra
Transamerica
Voya
United of Omaha

Guaranteed Survivorship
AIG/American General
John Hancock
Lincoln Financial
Mass Mutual
Minnesota Life
Nationwide
Protective
Prudential
Principal
Transamerica
United of Omaha

Guaranteed UL
AIG/American General
Banner
John Hancock
Lincoln Financial
Mass Mutual
Minnesota Life
Nationwide
North American
Penn Mutual
Principal
Protective
Prudential
Symetra
Transamerica
United of Omaha

Index UL
Accordia
AIG/American General
Ameritas
AXA Equitable
John Hancock
Life of the Southwest
Lincoln Financial
Minnesota Life
National Life of VT
Nationwide
North American
Penn Mutual
Prudential
Transamerica
Voya
Zurich

Survivorship Term
John Hancock
Protective

SI/GI Issue
Assurity
Columbian Financial
Fidelity
Forresters
Gerber
Guarantee Trust
Mutual of Omaha
Transamerica

Broker Tools

Case Status

Please contact your Sales Manager or email admin@jmbrokerage for access to Case Studies. Prior to running the software for the first time, please optimize your configuration settings by clicking here. For assistance please call 585.203.1206

Case Status

Online Carrier Contracting

We are proud to offer SureLC for online contacting. Click on the box below to start the process today. Call us at 585-203-1206 with any questions.

SureLC Setup Packet Download  

Online Carrier Contracting

Forms

Search Forms

Informal Application

Informal Application

Inforce Policy Authorization

Inforce Policy Authorization

Vital Sales Suite

Vital Sales Suite

Underwriting Guidelines

The following guidelines have been issued to help the Insurance underwriter determine whether or not the company should accept the risk. The information is used to help evaluate the risk of an applicant depending on the type of coverage involved.