Final Expense
Solutions
Planning for these life events with your clients shouldn't be complicated
SELLING MADE EASYPlanning for these life events with your clients shouldn't be complicated
SELLING MADE EASY
Add up all the expected expenses for the funeral arrangements, and any related costs for funeral services and celebration of life events with our final expense calculator.
Once the coverage amount has been determined it's time to find the best final expense solution. Our triage tool will provide a product recommendation based on the applicants health profile.
Once both needs and solution have been selected, an application can be completed in as little as 15 minutes with our Lia sales tool. TIP: we also offer data collection forms (see FAQ section below)!
Assumption Life created its first simplified issue product over 20 years ago. Its lasting impression has set the bar for industry and since then we’ve created more than a few great simplified issue solutions!
Coverage is immediate
Client health
Coverage is immediate
Client health
Coverage is immediate
Client health:
Coverage is deferred
Client health:
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We have developed a triage tool that combine the medical questions from our extensive suite of simplified issue solutions. The tool will help provide a product recommendation based your client health profile.
The number of medical questions will depend on your age and the answers you provided to previous questions. The healthier your clients are, the more questions you will need to answer (but that's a good thing). Keep in mind this is not an application. The information used in this form is only valid once uploaded into Assumption Life’s electronic sales platform, Lia.
Check it out!
Final Expense solutions are based on finding a product that best fits your clients needs. That's we offer a variety of options listed below (in order of healthiest to hard-to-insure).
Need help filtering which option would be better suited for your client? Check out our simplified issue guide!
Simplified Issue products, also known as “quick issue’’ are processed rapidly and do not require any medical tests. Some cases are approved by Risk Assessment and do not go through the underwriting process. Other cases are sent to underwriting for review (MIB hit, residency status, etc.), where the client will either be approved or declined.
Simplified issue products include (in order of healthiest to hard-to-insure):
Our service standards our as listed below, however our team of underwritten are among the best in Canada*.
*While this statistic has not been confirmed, it's what our advisors tell us!
