Hi {first_name}, thanks for submitting your application for life insurance. Your decision to consider your and your family’s financial future is admirable and shows your concern for your and more importantly their futures.
 
There will be several next steps in the process of finalizing your new life insurance policy and securing the coverage you need.
  • You will receive a phone call from a medical screening company. This may show as a 1-800 number on your phone. Be sure to answer this call in order to complete the application questions and set a time for an in-person medical review (if necessary).
  • There may be a request for your medical records from your primary care physician. If so, there will be a privacy form that needs to be signed to release the records. Additionally, contact your physician to let them know the request is on its way.
 
If you have any questions about your new life insurance policy of the process, you can always reach out to me at the number below or click HERE to schedule a time on my calendar for us to speak.

Thanks,

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