New Trendsetter Term Consumer Letters
Check out the latest Trendsetter materials. Use the new term life insurance, Trendsetter® Super, and Trendsetter® LB letters to make a connection with new and existing clients.
Updated Questionnaires Now Available
All supplemental questionnaires have been updated, which required an assignment of new form numbers. View affected forms here. The updated questionnaires are available via TA Forms on TransACT.
Please note, the new forms do not allow alteration after submission. If any information is incomplete or requires changes, a newly completed questionnaire must be submitted. Use of the new forms is required for any questionnaires received on or after October 1, 2016.
New Final Expense Form Required in Washington
A new Accelerated Death Benefit Rider Disclosure Form is required for Final Expense sales in the state of Washington. The new form number is ACC-DISC LR WA 01, and it will be available beginning on Friday, August 26. This form will be required with all applications received on or after October 1, 2016.