Benefits

For more information on each benefit, see the Individual Benefit Descriptions.

Education Partner Select Premier
Business Family Dynamics Check Check Check
New Business and Underwriting Support
 Partner
 Select
 Premier
Dedicated Case Manager and Assigned Primary Underwriter
 Check Check Check
Weekly portfolio review
 Check Check Check
Preliminary underwriting option   Check Check
Trial assessment application   Check Check
Executive Underwriting Account (EUA) Check Check Check
Practice Management Partner Select Premier
Proven Practices consultation   Check Check
Proven Practices opportunity discovery analysis
 Check Check Check
Express practice management consultation
 Check Check Check
Dedicated Contacts and Exclusive Resources Partner Select Premier 
Executive Experience     Check
Advanced product and case consultation with an experienced actuary     Check
Assigned Regional Sales Director & Insurance Sales Representative Check Check Check
Access to Director of Advanced Planning Check Check Check
Dedicated Strategic Partner toll-free support line, 1-855-492-4777 Check Check Check
Direct access to Strategic Partner in-force team Check Check Check
Dedicated claims contact Check Check Check
Special access to ordering of age and amount attending physician statements     Check
Advance notice of campaigns and webinars Check Check Check
Wealth Operations: payout annuities contact Check Check Check
Wealth Operations: AA & GIC Check Check Check

Reach out to your Regional Sales Director for more information about the program benefits and how to access them.