Get an App or Illustration

Get an App or Illustration


Before you run a quote, you need to Click Here

Run a Term of GUL Illustration

Log-in for Winflex Illustrations

Request a Proposal

Please DOWNLOAD the form to your local computer, you cannot submit via the internet, complete the fillable PDF and submit.  When you submit, simply select Default email application and it will automatically populate to the correct email address to submit the form to.

Thank you for the opportunity to help you serve your clients.

Confidential Financial Data Collector


Annuity Quote Request

DI Proposal Request

LTCi Quote Request

SPIA Quote Request

Term Life Insurance Quote Request Form

Universal Life Insurance Quote Request


Underwriting Guidelines

For Applications/Forms, contact our office.

Medical Reference Library

Accelerated Underwriting Program Details

Non- Med Guidelines and Conditions 


Underwriting is an important part of the insurance quoting process. The forms below will help us get the information we need to provide you with the best and most accurate quotes.

COVID-Related-Underwriting-Changes AS OF 9-10-2020

Show Underwriting Forms
Informal Inquiry Sample Underwriting Cover Letter
J.E. Goss HIPPA Authorization
Alcohol Kidney Transplant
Angina Kidney-Polycystic
Angioplasty Leukemia
Arrhythmia Liver Disorder
Arthritis Liver Transplant
Asthma Lupus
Build Lymphoma
Bundle Branch M S
By-Pass Manic Depression
Cancer Myasthenia Gravis
Cerebral Palsy Parkinson’s
Cholesterol Paraplegic
COPD Polio
Crohn’s Reactive Depression
Diabetes Rheumatoid Arthritis
Driving Schizophrenia
Drug Use Sickle Cell Anemia
Eating Disorder Sleep Apnea
Enlarged Heart Stroke
Epilepsy Other Type of Ailment
Heart Attack High Blood Pressure