Forms and Brochures

Forms

Disability Applications

Business Overhead Expense
Buy/Sell & Buy-In
Contract Guarantee
Key Person
Loan Indemnification
Pension Completion
Personal Income Protection
Pilots
Professional Athletes (injury report)
Professional Athletes (Long Form)
Professional Athletes (renewal)
Professional Athletes (short form)
Renewal DI (short form)
Salary Continuation
Severance Agreement
Simplified Underwriting Disability

Life Applications

Accidental Death

Medical Applications

International Major Medical
USAway

Contingency Applications

Brand Protection
Buy/Sell-Failure to Survive
Confidential-Failure to Survive
K&R (personal)
Key Person-Failure to Survive
Kidnap & Ransom (corporate)
Loan Indemnification-Failure to Survive

Questionnaires

Amateur Motor Sports
Aviation
Business Overhead Expense
Business Travel Accident
Buy / Sell & Buy – In
Key Person
Mountaineering
Underwater & Sky Sports

Other Forms

Change of Beneficiary/Loss Payee
Change of Policy Owner
Direct Deposit Commissions
New Business Transmittal
Payment Authorization
Personal Information Release (HIPAA)

State Affidavits

Arkansas (AR)
California (CA)
Kansas (KS)
Nebraska (NE)
New Jersey (NJ)
North Carolina (NC)

Brochures

Catalogue of Coverage
Credentials

DI Uses

Automatic Issue
Business Overhead Expense
Buy-In
Buy/Sell
Buy/Sell PLUS
Contract Guarantee
Key Person
Loan Indemnification
Pension Completion
Personal DI
Salary Continuation
Severance Agreement
Simplified Underwriting Disability

DI Plans

Brokers & Traders
Chiropractors
College Athletes
Dentists
DI Solutions
Entertainers
Executives
Golfers
Guaranteed Issue DI
Jockeys
Legal Professions
Motor Racers
Physicians & Surgeons
Pilots
Professional Athletes
To Age 65

Life Plans

Accidental Death

Medical Plans

Bridge Major Medical
International Major Medical
USAway

Contingency Plans

Brand Protection
Buy/Sell-Failure to Survive
Confidential-Failure to Survive
Key Person-Failure to Survive
Kidnap & Ransom
Loan Indemnification-Failure to Survive

Real Life Claim Stories

Chief Operating Officer
Orthopedic Surgeon
Pilot – Loss of License
Severance DI
Surgeon