- Knowledge Base
- Client Experience 客戶體驗
- Life Claims Process
You will be responsible for numerous death claim benefits deliveries across your career. Our playbook will help you fulfill this commitment with confidence and sensitivity.
- Knowledge Base
- New Business + Underwriting 新業務+承保
- General New Business
If you need assistance in locating funds that you are expecting to arrive via wire transfer, you can send an e-mail to MList: Wire Contacts. For all other instructions, see our document here.
- Knowledge Base
- New Business + Underwriting 新業務+承保
- General New Business
When the Save Age date falls on the 29th, 30th or 31st of a month, the policy will be dated on the 28th of that month. Example: DOB=Aug 1st, Save Age Date = Jan 31st, Policy effective date will be Jan 28th For all Whole Life and Term policies, subtract one day from the resulting save age date in the chart.
- Knowledge Base
- New Business + Underwriting 新業務+承保
- EZ Apps
Use this reference sheet as a guide for completing electronic applications via EZ-app.
- Knowledge Base
- New Business + Underwriting 新業務+承保
- General New Business
DocuSign how-to guide for those with questions about processes.