With our new TeleLife EZ-Worksheet, you can ditch submitting our traditional paper applications and add valuable time back into your day. After this worksheet is submitted, clients will complete a tele-interview and be screened for PLUS — Protective Life Underwriting Solution — giving them the opportunity to qualify for accelerated underwriting. (Accelerated underwriting is only available on Protective® Classic Choice Term and Protective Custom ChoiceSM Universal Life, and not on any other products.)

Some of the many advantages of TeleLife include:

  • PLUS eligibility for paper business — first time this has been offered by Protective, which allows clients the opportunity to qualify for accelerated underwriting.
  • Expedite processing by submitting to EZ@protective.com.

Some of the value TeleLife provides to the BGA include:

  • A simplified and streamlined application process, designed to underwrite applications with the least invasive requirements.
  • After submitting an EZ Worksheet, our TeleLife team takes care of the rest: completing the interview, obtaining all state-required forms, scheduling exams, ordering records and requesting additional information.

Read more about our TeleLife EZ-Worksheet and start saving time and focusing on your business today!

Let’s deliver on our promises. Together.

For Financial Professional Use Only. Not for Use With Consumers.
Protective and TeleLife are registered trademarks of Protective Life Insurance Company.
Insurance products issued by Protective Life Insurance Company, Birmingham, AL.

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