Whole 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
| Name | Last Update | Advisor | Client |
|---|---|---|---|
| Whole Life kit | 06-2008 | 6309 | |
| Your guide to Whole Life insurance with Standard Life | 06-2008 | 6311 | |
| This is all about Whole Life insurance with Standard Life | 06-2008 | 6312 | |
| This is all about Estate Preservation and Whole Life insurance with Standard Life | 06-2008 | 6313 | |
| Five easy conversations about Whole Life insurance | 06-2008 | 6314 | |
| This is all about maximizing wealth transfer between generations using Whole Life insurance with Standard Life | 04-2011 | 6315 | |
| This is all about a Preferred Rates Program with Standard Life | 07-2008 | 3519 | |
| Whole Life insurance prospecting letter | 02-2011 | PC 6331 | |
| Estate preservation prospecting letter | 02-2011 | PC 6332 | |
| Converting term insurance - prospecting letter | 06-2008 | PC 6387 | |
| The cost of coverage may be less than you think | 10-2009 | 6600 | |
| Guaranteed Insurability Benefit | 08-2008 | PC 6393 | |
Sales Concepts
| Name | Last Update | Advisor | Client |
|---|---|---|---|
| Guaranteed Insured Inheritance Concept | 06-2010 | PC 6752 | |
| Estate Maximization | 06-2010 | PC 6751 |
PDFs posted on this Web site weigh 1Mb or less, unless otherwise indicated.
Sales Support
- Forms
- Marketing Material
- Underwriting Guide
- Life Insurance Needs Analysis Form
- Life Insurance
- Life Insurance - JET service
- Contract Provisions
- - Rate Tables
- Product features and benefits
- Premiums and fees information
- Limitations, reductions, exclusions
- Consumer rights and responsibilities
- Effective date of coverage
Administrative Guidelines:


