Bridge Term Advisor Guide

Advisor use only

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Administrative information

Claims

You may assist a beneficiary in making a claim by calling 1-877-272-2020 to request claim forms. Those making the claim must provide any information needed to assess the claim. This includes proof of the insured person’s death.

Product disclosure requirements

You are responsible for providing Clients with a copy of the Client Guide to Bridge Term. You can find these on the advisor website.  You can also find other important product disclosure information, including sample policy pages, on the advisor website as well.

It’s important to meet with Clients regularly and review their coverage to ensure it meets their needs.