Perspecta Universal Life Insurance


To order quantities of printed forms, please contact your sales office. Sales offices can complete Request for Forms (PC BIL 3340) and fax it to us toll-free at 1-877-536-4666.


View also documents related to all insurance products.

Marketing Material


Protection Solutions Kit - Broker - 6011
Pocket folder contains the items listed below -
3280 | 3281 | 3519 | 4434 | 2549 | 2546 | 5891 | 6037 | PC6035 | PC6036

Name Last Update Advisor Client
Your guide to Perspecta universal life insurance with Standard Life 10-2006 2546  
Perspecta Universal Life Insurance (At a Glance) 10-2006 2549
This is all about Perspecta Universal Life Insurance from Standard Life 10-2006   3280
This is all about Perspecta Universal Life Insurance for business owners 10-2006   3281
Strategic Asset Allocation Questionnaire 10-2011 5891
General Guidelines 10-2006 6037
This is all about a Preferred Rates Program with Standard Life 07-2008 3519
This is all about Compassionate Benefit with Standard Life - Buckslip 10-2006 4434
Perspecta Management Fees and
Underlying Fund Management Expense Ratio (MER) (PDF Only)		 12-2011 5318  
Perspecta Universal Life Insurance – Investment Options (PDF only) 12-2011 6052
Sample prospecting letter - Key person insurance 10-2006   PC 6035
Sample prospecting letter - Leveraging 10-2006   PC 6036
This is all about Mortgage Protection with Standard Life 02-2010   5485
Sample prospecting letter - Mortgage protection 10-2006   PC 6034
Total Customer Satisfaction 06-2008   1380

Perspecta Investment Loan Program

Name Last Update Advisor Client
Perspecta Investment Loan Program with Standard Life (not available for order) 08-2007 6152  
A new financial planning strategy from Standard Life (not available for order) 06-2007 6151  
Get the coverage you need and a greater potential for growth - Client (not available for order) 06-2007   6154
Sample prospecting letter for Perspecta clients 06-2007   PC 6153
How to complete the application form - Broker/Client (not available for order) 06-2007   PC 6175

Sales Concepts


Name Last Update Advisor Client
Estate Maximization 06-2010 PC 6751  
This is all about an Inheritance Bond with Standard Life 10-2006   5479
This is all about the Leveraged Supplementary Retirement Account with Standard Life 02-2008   5478
Your guide to the Leveraged Supplementary Retirement Account with Standard Life 02-2008 5477  
This is all about Estate Preservation with Standard Life 10-2006   4962
This is all about the Corporate Inheritance Bond Concept with Standard Life 10-2006   4961
This is all about the Life Insurance, Private Corporation and Capital Dividends with Standard Life 10-2006 4960  
This is all about Insured Annuities with Standard Life 10-2006   4752
This is all about the Corporate Insured Annuity with Standard Life 04-2007   5626
Guaranteed Insurability Benefit 08-2008 PC 6393

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