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Home
About us
Job Openings
Leadership
Contact us
News
Products
LIFE
Disability
Long Term Care
Annuities
Advisor Portal
Life Quotes
Term Life Quotes
UL/IUL Quotes – Max DB
Asset Life Quote
Electronic Applications – iGo
Contracting
Underwriting
Impairment Questionnaires
UW Cheat Sheets
BIP Informal Inquiry
BIP HIPAA Form
XRAE – Online UW
Advisor Tools
DI Resources
Disability Quotes
GSI Quote / Executive DI
Annuity Resource Center
Annuity Rates
Medicaid Annuities
Medicaid Annuity Quote
Advanced Markets
Estate Planning
Accumulation/Wealth Transfer Trusts
Credit Shelter Trust
Asset Maximization
IRA/Annuity Max
Muni-Max
Pension Max
Special Needs Trust
Defective Trusts
FLPs/LLCs
Private Split Dollar
IRA Conversion Trust
Business Planning
ESOP
Section 79
EOLI Guidelines
Split Dollar
430(d)
Life in PSP/QP
Restricted Bonus Plan
412(e)3
Deferred Compensation
Charitable Planning
Charitable Remainder Trust
Charitable Lead Trust
NIMCRUT Retirement Plan
Incentive Stock Options
Gift Annuities
Speciality Markets
Welfare Benefit Trust
Premium Financing
A/R Financing
Captive Insurance
Life Settlements
Commercial Loan Program
Services
Executive Compensation
Life Settlements
Life Settlement Pricing Analysis
Long Term Care Benefit
LS Private Placements
Settlement Loans
Estate Services
Charitable Services
CGA Administration
CGA Reinsurance
Life Policy Management
Resources
Forms
Case Status
Sales / Marketing
Online Quote Tool
Sell your Life Insurance
Financial Calculators
Continuing Education
Partners
CASE REFERRAL
Producers / Reps
Broker-Dealers
Financial Institutions
Fee-Only Advisors
Premiere Producer
Additional Services
Strategic Alliances
CPA InsurLink
Affiliate Partner Program
GSI Quote / Executive DI
To complete an Excel Version for RFP, you can download our
GSI Quote Request Form
Company Information:
Company Name:
*
Date by Which Offer is Needed:
*
MM slash DD slash YYYY
Effective Date of Coverage:
*
MM slash DD slash YYYY
Company Location:
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City
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State
Enter the Main Office Location.
Other Office Locations:
City
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How long has this business been in operation:
*
How many years?
Nature of Business:
*
Type of Entity:
*
C-Corp
S-Corp
Partnership
LLC
LLP
Sole Proprietorship
Total Number of Employees:
*
Number to be Considered for Offer:
*
Occupations:
Nature of Employee Group to be Considered.
Premium Payor:
Employer
Employee
Split ER/EE
Census:
Name
Gender
DOB (mm/dd/yy)
Smoker (Yes/No)
Resident State
Position
Salary
Bonus
Advisor Information:
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*
First
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Agent/Advisor E-Mail:
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Agent/Advisor Phone:
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