Resources

Marketing Materials

CONVERSION PRIVILEGE
SAMPLE JENIE QUESTIONNAIRE
UNDERWRITING GUIDE
EVOLUTION JR. COVERAGE
JR. CRITICAL ILLNESS
INTRODUCING EVOLUTION JR.
EVOLUTION T100 ANNOUNCEMENT
DISCOVER EVOLUTION
EVOLUTION PRODUCTS AT A GLANCE

Sample Policy

EVOLUTION
EVOLUTION JR. CI
EVOLUTION JR. LIFE

Applications

EVOLUTION JR. CI - SAMPLE PDF
EVOLUTION JR. LIFE CI - SAMPLE PDF

Forms (Humania)

REINSTATEMENT AND SMOKER CHANGE APPLICATION - HUMANIA
CHANGE OF OWNERSHIP AND BENEFICIARY FORM - HUMANIA
POLICY SERVICE APPLICATION - HUMANIA
COLLATERAL ASSIGNMENT - HUMANIA

Jenie Assist Series

Jenie Assist Series – Emilia (Type 1 Diabetes)
Jenie Assist Series – George (Type 2 Diabetes)
Jenie Assist Series – Fatima (Type 2 Diabetes)
Jenie Assist Series – John (Type 2 Diabetes)
Jenie Assist Series – Linda (Breast Cancer)
Jenie Assist Series – Ken (Colon Cancer)
Jenie Assist Series – Sophia (Melanoma Cancer)
Jenie Assist Series – Robert (Prostate Cancer)
Jenie Assist Series – Samantha (Thyroid Cancer)
Jenie Assist Series – Zahra (Uterine Cancer)
Jenie Assist Series – Victor (COPD, Sleep apnea & Diabetes)

Jenie Assist Series – Carol (Asthma)
Jenie Assist Series – Valerie (Chronic Emphysema - COPD)
Jenie Assist Series – Salma (Depression)
Jenie Assist Series – Lilly (Breast Cancer)
Jenie Assist Series – Dan (Multiple sclerosis)
Jenie Assist Series – Joseph (Hepatitis C)
Jenie Assist Series – Adam (Heart Attack)

Jenie Investment Announcement
Evolution - Jenie Assist - RC5
Jenie Assist - Demo

Applications

FINAL EXPENSE BENEFIT APPLICATION - SAMPLE PDF
FINAL EXPENSE BENEFIT APPLICATION - FILLABLE SAMPLE PDF
SPECIALTY LIFE CRITICAL ILLNESS BENEFIT APPLICATION - SAMPLE PDF
SPECIALTY LIFE CRITICAL ILLNESS BENEFIT APPLICATION - SAMPLE FILLABLE PDF
AD&D BENEFIT APPLICATION - SAMPLE PDF
AD&D BENEFIT APPLICATION - SAMPLE FILLABLE PDF

Sample Policies (Chubb)

FINAL EXPENSE
CRITICAL ILLNESS
ACCIDENTAL DEATH & DISMEMBERMENT

Forms

For use with Critical Illness, Final Expense, and Accidental Death & Dismemberment Plans

NON-SMOKER DECLARATION

For use with Critical Illness, Final Expense, and Accidental Death & Dismemberment Plans

REINSTATEMENT AND SMOKER CHANGE APPLICATION
NOTICE OF MOVABLE HYPOTHEC
CHANGE OF OWNERSHIP AND BENEFICIARY FORM
POLICY SERVICE APPLICATION
SLI CLAIMS PROCESS

CLAIMANT’S STATEMENT FOR LIFE INSURANCE CLAIMS
FOREIGN DEATH QUESTIONNAIRE
PHYSICIAN’S STATEMENT FOR LIFE INSURANCE CLAIMS
COLLATERAL ASSIGNMENT

Marketing materials

P&C INSURANCE
P&C INSURANCE (CANTONESE)
P&C INSURANCE (MANDARIN)
DECLINE FORM - FILLABLE
CI GI PRE-EXISTING CONDITIONS
STABLE AND TREATED? WE WANT YOU! - CANCER
STABLE AND TREATED? WE WANT YOU! - DIABETES
STABLE AND TREATED? WE WANT YOU! - CARDIOVASCULAR DISEASE
INCREASED COVERAGE AMOUNT
GET A RATE THAT ROCKS (18-35 Y/O)
GET A RATE THAT ROCKS (30-50 Y/O)
ISI CLOSES US$100 MILLION FROM A PRIVATE INVESTOR
ABOUT US
INFOGRAPHIC
RRSP CAMPAIGN

FASTEST AND SAFEST IMMEDIATE BUSINESS INSURANCE
REAL CI VS SKINNY CI
IMMEDIATE VS DEFERRED
ESSENTIAL WORKERS
ESSENTIAL WORKERS - CUSTOMIZABLE WITH ADVISORS CONTACT INFORMATION
BEING GOLDEN YEARS WISE
BUSINESS-OWNED LIFE INSURANCE
THE CHOICE SERIES
FINAL EXPENSE BROCHURE
ACCIDENTAL DEATH & DISMEMBERMENT BROCHURE
CRITICAL ILLNESS BROCHURE
CRITICAL ILLNESS BROCHURE FILLABLE PDF
CRITICAL ILLNESS SIMPLIFIED
CRITICAL ILLNESS 1 PAGER
CRITICAL ILLNESS - WHAT YOU NEED TO KNOW

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