American Income Life: Legal Will and Last Testatment
*** Relevant Background : This video is a step by step guide to fill in the legal will and last testament kit.
Posts
American Income Life: Policy Service Request
*** Relevant Background : This video is a step by step guide to request a policy change.
American Income Life: Bank Draft Authorization form
*** Relevant Background : This video is a step by step guide to fill in the bank draft authorization form.
American Income Life: Family Information Guide
*** Relevant Background: This video is a step by step guide to fill in the family information guide.
American Income Life: Freedom Of Choice
*** ** Relevant Background : These series of videos are relevant to freedom of choice certificate.
American Income Life: Disability Claim Form, APS & Employer's Statement
**** Relevant Background : This video is a step by step guide to fill in the disability claim form.
AIL: Waiver of Premium Form
*** Relevant Background: This video is a step by step guide to fill in the waiver of premium form.
AIL Life Insurance Application
*** Relevant Background : This video is relevant to life insurance application.
American Income life: Child Coverage Application
*** Relevant Background : This video is a step by step guide to fill in child coverage application addendum
American Income Life: Disability Application
*** Relevant Background : This video is a step by step guide to fill in the disability application.
American Income Life: D50007
*** Relevant Background: This video is relevant to outline of policy form D50007.
American Income Life: A71006
*** Relevant Background : This form is relevant to outline of coverage for A71006.
American Income Life: Conditional Receipt
*** Relevant Background : This video is relevant to conditional receipt to provide temporary coverage (once the premium is paid) before the underwriters approve the application for coverage (waiting period).
American Income Life: HIPAA Authorization Form
*** Relevant Background : This form is relevant to HIPAA authorization form for permission to access medical records and MIB.
American Income Life: Policy Replacement Form
*** Relevant Background : This video is relevant to policy replacement form (step by step guide) for different types of policies with American Income Life.
American Income Life: AG2256 form
*** Relevant Background : This video is a step by step guide to fill in AG2256 form. It also explains information relevant to H34 and CI0017 (critical illness).
American Income Life: Outline for Critical Illness Coverage
*** Relevant Background : This video is relevant to outline for critical illness coverage.
Life Insurance: Preauthorized Debit Agreement
*** Relevant Background : This video is relevant to preauthorized payment and is a step by step to sign up for preauthorized payments.
Life Insurance: Base Policy Plans
*** Relevant Background: This video is relevant to base policy plans and age requirements.
Life Insurance: Products and abbreviations
*** Relevant Background : This video is relevant to products and abbreviations for Life Insurance policies.
American Income Life: Life Insurance Rates
*** Relevant Background : This video is relevant to rates for different types of life insurance polcies and coverage.
American Income Life: Inquiry Submission form
*** Relevant Background : This video is relevant to an Inquiry submission form for life agents.
American Income Life: AIL Application TIPS
*** Relevant Background : This video is relevant to tips to fill in American Income Life Applications.
American Income Life: National Do Not Call Registry
*** Relevant Background : This video is relevant to the national do not call registry for American Income Life. It covers do not call list for life agents.
American Income Life: Face Amount for Age 70 and up
*** Relevant Background : This video is relevant to average face amount for seniors age 70 and up.
American Income Life: COVID-19 related guidelines
*** Relevant Background : This video is relevant to COVID-19 guidelines for life agents.
American Income Life: Misconceptions about freedom of choice
*** Relevant Background : This video is relevant to misconceptions relevant to freedom of choice.
American Income Life: Discrepancy Note
*** Relevant Background : This video is relevant to discrepancies Life Agent and/or proposed insured may make on their life insured application or relevant forms and questionnaires.
American Income Life: History Of All Proposed Insured
*** Relevant Background : This video is relevant to a note from American Income Life relevant to the history of all proposed insured.. ***
American Income Life: Agent Guidelines
** Relevant Background : This video is relevant to obligations of an agent relevant to the agent contract.
American Income Life: A note on Term conversion and Riders
*** Relevant Background : This video is relevant to a note (guidelines, hints and tips) from American Income Life on term conversions and riders.
American Income Life: Agent Guidelines
*** Relevant Background : This video is relevant to guidelines for Life Agents as part of the contract (such as that of independent contractor).
American Income Life: 7-day hold process
*** Relevant Background : This video is relevant to payments (for premiums) and 7 day hold process.
American Income Life: Policy Exclusions
*** Relevant Background : This video is relevant to policy exclusions for life insured when it comes to life insurance policies.
American Income Life: Violent Crime Control and Law Enforcement Act of 1994
*** Relevant Background : This video is relevant to violent crime control and law enforcement act of 1994 which is relevant to life agents and convictions prior to getting licensed.
American Income Life: Good Health Statement
*** Relevant Background: This video is a step by step statement for filling in good health statement several months after the policy is issued to make sure that no changes took place after the application was approved.
American Income Life: Policy Contestability & Incontestability
*** Relevant Background: This video is relevant to instructions from AIL for policy incontestability for death benefits, accident, disability and hospital claims.
American Income Life: Emergency Accident Benefits
*** Relevant Background : This video is relevant to emergency accident benefits like A71 or H34.
American Income Life: Death Claim Form
*** Relevant Background : This video is relevant to requirements such as Newspaper articles and police reports for a death claim. It also talks about the procedure for a death claim.
American Income Life: Assignment Of Policy
Relevant Background : This video is relevant to assignment of policy to spouse, family members and other individuals.
American Income Life: H34 & A71
*** Relevant Background : This video deals with Emergency Accident Benefits such as H34 and A71.
American Income Life: Child Term Rider & Beneficiaries
*** Relevant Background : This video deals with child term rider and beneficiaries for that term rider.
American Income Life: Calculating Draft Dates
** Relevant Background : This video is relevant to draft dates for policy premiums.
American Income Life: Complaint Handling Protocol
*** Relevant Background : This video is relevant to complaint handling protocol for any complaints that the life agents may have.
American Income Life: Last Bill and Call Verification Procedure
*** Relevant Background : This video deals with instructions relevant to employers acceptance form and home office verification process.
American Income Life: Medical Expense Indemnity and Disability Policies
*** Relevant Background : This video is relevant to instructions and outline of coverage (such as medical expenses and disability) for forms such as H34001.
American Income Life: Reopen Request
*** Relevant Background : This video is relevant to reopen requests to reopen denied or disapproved applications if circumstances have changed.
American Income Life: Term Conversion
*** Relevant Background : This video is relevant to term conversion for the convertible (and renewable policies like the 10 yr R&C policy) on American Income Life application.
American Income Life: Request to Redraft
*** Relevant Background : This video is relevant to premium redraft request from Life agent (with the permission of Life Insured) if the initial premium payment does not go through for the reasons listed in the video.
American Income Life: Discrepancies & Errors on Applications
*** Relevant Background : This video is relevant to discrepancies and errors on life insurance applications.
American Income Life: Post Dated Cheques
*** Relevant Background : This video is relevant to post dated cheques and initial premium payment for the conditional receipt to be effective.
American Income Life: Employer's Acceptance form and Information sheet
*** Relevant Background : This video is relevant to premium payments and employer deductions directly from the paystub for group policies (for example).
American Income Life: Request To Redraft
*** Relevant Background : The request to redraft is relevant to trying to process a premium payment again. There are many reasons why a request to redraft would need to sent to AIL such as the ones listed in the video.
American Income Life: ADB VS B2000
*** Relevant Background: This video is relevant to Accident and special accident death benefits. It lists all the instructions for life agent and/or policy holder relevant to the application process.
American Income Life: Headstart Application
*** This video talks about some of the hints and instructions relevant to headstart applications for children. The headstart application is for children to get a headstart coverage early in life through their care takers so that they can convert this coverage in to a policy of their choice when they grow up.
American Income Life: D50000 Underwriting Rules
**** This video is relevant to instructions for D50000 (form) relevant to disability related income protection.
American Income Life: Heart Murmur Questionnaire
*** Relevant Background : This video is a step by step guide to filling in the heart murmur questionnaire.
American Income Life: Scuba Diving Questionnaire
*** Relevant Background: This video is a step by step guide to fill in the Scuba Diving Questionnaire.
American Income Life: Life Insurance Application
*** Relevant Background : This video is a step by step guide to fill in the life insurance application.
American Income Life: Accident Policy
*** Relevant Background : This video is a step by step guide to fill in the accident policy application
American Income Life: Disability policy
*** Relevant Background: This application is a step by step guide to fill in the disability application.
American Income Life: Policy Form 50007
*** Relevant Background : This form is relevant to disability income protection coverage and outline of coverage for D50007.
American Income Life: A71006
*** Relevant Background : This video is relevant to outline of coverage for Accidents only coverage ( Form A71006 )
American Income Life: Conditional Receipt
*** Relevant Background: This video is a step by step guide for filling in the conditional receipt which provides coverage before application is approved by the underwriters and the coverage kicks in.
American Income Life: Group Benefits
*** Relevant Background : This video is a step by step guide to a group benefit enrollment form.
American Income Life: Group Communication Policy
*** Relevant Background: This video is relevant to instructions for life agents when it comes to communication with Union members and group.
American Income Life: Referrals & Door Hanger Policy
** Relevant Background : This video is relevant to an in person meetup or appointment where the policyholder is not at home or place of meetup.
AOL Home Office: Policy Reinstatement Letter
*** Relevant Background : This reinstatement letter is usually sent out from the home office as a confirmation that the request to reinstate a policy has been received.
American Income Life: Door Knock Policy
*** Relevant Background : This video is relevant to instructions for life agents who meet proposed insured in person.
American Income Life: Habits Addendum Application Form
*** *** Relevant Background: This video is a step by step guide to fill in a habits addendum application which is relevant to substance abuse, treatment etc.
Company Policy: Third Party Payor
*** Relevant Background : This video is relevant to company policies for third party payor for Insurance applications.
Red Flag Checklist
** Relevant Background : This video is relevant to a checklist for agents when it comes to dealing with suspicious transactions (for eg. Money Laundering) and activities.
E-app Checklist
E-App Checklist **** Relevant Background : This video is relevant to instructions as to how to fill in an E-App application.
Underwriting Field Rating & Field Underwriting Manual
**** *** *** Relevant Background : These series of videos are relevant to instructions for field ratings on life applications. Also, the underwriting field manual is relevant to underwriting guidelines for symptoms and disease.
Underwriting Flash Sheet and Build Chart
** *** Relevant Background : These instructions are relevant to underwriting guidelines for Life, Accident, Health and disability. One can use the flash sheet to check whether an individual suffering from a particular disease or symptom will be approved for coverage or not. Furthermore, one can use the build chart relevant to body mass index to check if therewill be any policy ratings relevant to weight and height.
Underwriting Guidelines
Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriting Guidelines Underwriti...
Incident Report Form
Incident Report Form **** Relevant Background: The incident report form is to report an event such as an accident or sickness covered by the policy.
Addendum For Comprehensive Health Coverage
Addendum For Comprehensive Health Coverage *** Relevant Background: This form is to be filled out by proposed/life insured to get additional coverage or to make a change for coverages relevant to hospital expenses and more.
AIL Home Office Policy Reinstatement
AIL Home Office Policy Reinstatement *********************************************************** Relevant Background: The policy reinstatement letter is used to reinstate the policy after it lapses (gets deactivated) because of non-payment of premiums. This letter is sent from the American Income Life home office.
Company Policy For Third Payer party
Company Policy for third payer party *** Relevant Background : A third party payer is a person/entity who pays to get the proposed insured life insurance. This individual is separate from both policy holder and the proposed/life insured. Hence, this individual/entity could be a business, employer, business partner, family member, friend, etc. It is important to have a credible individual as a third party payer because if the payment does not go through because of reasons such as invalid routing number, insufficient funds, fraud, scams etc., both the life agent (in terms of policy retention rates) as well as proposed/life insured (because of payment history that shows up in front of underwriters of other insurance companies as well as policy application/benefit/claim delays).