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Pre Qualification Form

Max Funded (Most Restrictive & Fixed Premiums )

* Lowest Amount of Death Benefit - Most Cash Accumulate

50/50 Blend (Most Adjustable & Flexible Premiums)

* The Premiums are split 50/50 between Cash Growth & Death Benefit

Generation Wealth (Biggest Death Benefit)

* 90% of the Premium going towards Death Benefit

Contact Information

Personal Details

Beneficiaries

Authorization & Disclaimer

I hereby provide consent to Smart Money Management, a licensed agency of Mutual of Omaha, Ethos, National Life Group, Transamerica and F&G to submit an application for an Index Universal Life Insurance product on my behalf. I understand and agree to the following terms:

  1. Voluntary Consent: My consent for the submission of this application is given freely and without coercion, and I have had the opportunity to seek independent advice.

  2. Product Understanding: I understand that this particular product does not require an illustration to be shown prior to application issue.

  3. Personal Information: I authorize the use of my personal and sensitive information, as necessary, for the application process. I affirm that the information provided is accurate and complete to the best of my knowledge.

  4. Right to Review and Cancel: I understand that I will have the right to review the terms of the policy upon issuance and may cancel the policy within the legally allowed period if I choose not to retain it.

  5. No Misrepresentation: I acknowledge that the agent has not made any false or misleading statements or promises about the benefits or conditions of the proposed insurance policy.

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Welcome to Lone Wolf Insurance! We're delighted to guide you through the process of securing your Index Universal Life (IUL) insurance. Here’s what you can expect:

  1. Initial Contact: Within 72 hours, your dedicated advisor will confirm that we've begun processing your application.

  2. Approval and Education: Once approved, your advisor will arrange a session to delve into your policy details. This one-on-one discussion is a great opportunity to understand your IUL policy and ask any questions.

  3. Continued Support: If your application isn't initially approved, don't worry. We collaborate with over 10 IUL companies and are committed to finding a suitable policy for you. Should an IUL policy not be feasible, we'll explore other insurance options or consider a Fixed Index Annuity (FIA).

Frequently Asked Questions:

  • Next Steps After Advisor Contact: After submitting your application, a brief waiting period follows. Once approved, you'll have a detailed session with your advisor, where you can learn more about your IUL policy and ask questions.

  • Choice of Communication for Policy Discussion: We use a screen share method for policy discussions to legally present and explain your policy. Your comfort is our priority; you won't need to use a camera during this session.

  • Preparation for the Approval Process: No additional information from you is needed at this stage. If required, your advisor will guide you through any additional paperwork.

  • Duration of the Approval Process: The process varies, with 25% of applications processed within 3-6 days, 50% within 7-14 days, and the remaining 25% taking 15-60 days. We ensure to keep you informed throughout.

  • Timeline for Other Companies: If not approved by the first company, it typically takes an additional week for subsequent companies to review your application.

  • Alternatives if Not Approved for IUL: We'll consider other insurance options suitable for your situation or explore the possibility of a Fixed Index Annuity.

Your financial well-being is our top priority. We're here to support you every step of the way in making informed decisions about your financial future.

Lone Wolf Insurance LLC - All Rights Reserved.