Life - Disability - LongTerm Care - Annuities

Shadow Lake Brokerage
Shadow Lake Brokerage
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May is Disability Awareness month ... Talk about indiv. STD / Mtg Protection DI / Graded Benefits

May is Disability Awareness month ... Talk about indiv. STD / Mtg Protection DI / Graded Benefits

May is Disability Awareness month ... Talk about indiv. STD / Mtg Protection DI / Graded Benefits

May is Disability Awareness month ... Talk about indiv. STD / Mtg Protection DI / Graded Benefits

May is Disability Awareness month ... Talk about indiv. STD / Mtg Protection DI / Graded Benefits

May is Disability Awareness month ... Talk about indiv. STD / Mtg Protection DI / Graded Benefits

 Quotes (Term/GUL/IUL) 

 Go To Winflex 

 IGO E-APP 

 Contracting 

 Products 

 Forms 

Case Assistance

Disability / Life

Contact Chris or Michael for help with ..

Contact Chris or Michael for help with ..

Key Information:


  • Gender
  • DOB/Age
  • Health Conditions
  • Prescriptions
  • Build
  • History of Chiro/PT? (for DI)
  • Tobacco/MJ use
  • Hazardous Avocations
  • Policy:  DI/Term/IUL/WL/Other
  • Desired Face or Monthly Benefit Amt
  • Occupation/Job Desc
  • Income $
  • Income Type (W-2 or 1099)
  • Current Group or IDI? (For DI)


You don't have to have all the information but the more the better.

Email Request

Contact Chris or Michael for help with ..

Contact Chris or Michael for help with ..

Contact Chris or Michael for help with ..

Business / Estate Planning

Group

LTC / Annuities

Specialty Markets

Request A Call

Specialty Markets

Specialty Markets

Specialty Markets

Say something interesting about your business here.

Request Assistance

LTC / Annuities

Specialty Markets

Specialty Markets

What's a product or service you'd like to show.

Request Assistance

Case Assistance

Disability

Business / Estate Planning

Disability

Key Information:

  • Gender
  • DOB/Age
  • Occupation/Job Desc
  • Income (W-2 or 1099)
  • Current Group or IDI?
  • Health Conditions?
  • Prescriptions
  • History of Chiro/PT?
  • Tobacco/MJ use?
  • Hazardous Avocations
  • DI/Term/IUL/WL/Other
  • Desired Face/Mo Benefit Amt

Request Assistance

Life

Business / Estate Planning

Disability

Key Information:

Gender

DOB/Age

Occupation/Job Desc

Income (W-2 or 1099)

Current Group or IDI?

Health Conditions?

History of Chiro/PT?

Tobacco/MJ use?

Request Assistance

Business / Estate Planning

Business / Estate Planning

Business / Estate Planning

What's a product or service you'd like to show.

Request Assistance

Group

Specialty Markets

Business / Estate Planning

What's something exciting your business offers? Say it here.

Request Assistance

Specialty Markets

Specialty Markets

Specialty Markets

Say something interesting about your business here.

Request Assistance

LTC / Annuities

Specialty Markets

Specialty Markets

What's a product or service you'd like to show.

Request Assistance

Pre-Underwriting

Quick Quote

Informal Quote

Informal Quote

Provide us with information to provide an accurate quote ... 

Allows you to set expectations and avoid surprises.

Submit

Informal Quote

Informal Quote

Informal Quote

Detailed information to provide a carrier.


Submit

CONDITION GuiDelines

Blood Pressure

Cancer History

Cholesterol

Diabetes

Family History

Pregnancy

PTSD

Transgender App

 Aviation

Avocation

Bankruptcy

Driving

Juvenile Face Amt.

Marijuana

Military Service

Tobacco Usage

Charitable Giving

Estate Growth

Financial Supp

Foreign National

Income Repl.

Key Person

Non-Inc. Spouse

Pro Athletes

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Shadow Lake Brokerage

8398 Six Forks Rd suite 202, Raleigh, NC, 27615

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