If you are submitting a paper application, be sure to complete the Financial Information section of the Face-to-Face Application for Life Insurance and Critical Illness Insurance 126E and include a complete copy of the
illustration presented to your client.
If you are completing the SmartApp, mandatory fields will guide you. In both cases, a cover memo including the known facts of the sale, the sales concept that was presented, financial data related to corporate entities including
organizational charts and financial statements are all beneficial and can help in the success of your case in getting the best offer.