Principal Term Guideline Update- effective September 8, 2020
All Principal Term applications with face amounts of $1 million and less must be submitted via Drop Ticket, effective Sept. 8, 2020. Exceptions to this requirement are cases where the insured is a resident of New York and life/individual disability insurance combo cases.
You need to submit all Principal term cases of $1 million and less using one of the below options:
- Vive- Principal is available on Vive. You can register and begin using Vive on our website. Have questions? Ask us and we can review the Vive platform with you.
- QuickSubmit- Use our two-page Quick Submit form.
- iGo– Access iGo on our website. Not familiar with iGo? Watch a 6-minute video here. Running term quotes on our website? Drop a ticket directly from the Online Quote engine using the APPLY button.
Contact our Case Design Team with any questions.