National Guardian Life Guaranteed Issue Whole...

National Guardian Life

Guaranteed Issue Whole Life

• Headquartered in Madison, Wisconsin

• Founded in 1910

• NGL is a Mutual Life Insurance Company

• Assets: $3.1 Billion

• NGL’s Rating A- (Excellent) with A.M. Best

All figures are derived from consolidated GAAP results as of December 31, 2013.

Ratings current as of 5-3-13.

National Guardian Life Insurance Company is not affiliated with The Guardian Life

Insurance Company of America a.k.a. The Guardian or Guardian Life.

Guaranteed Issue Whole Life:

Product Overview and How to

Complete the Application

Absolutely Guaranteed

issue

NO under-writing

ZERO health

questions

Permanent WHOLE

life FREE

irrevocable trust

assignment option

Level premiums

Cash value

accumulates over time

Pro

du

ct

Fe

atu

res

Product Details

Great commissions*

Face amounts

from $2,500-$25,000

Credit and debit cards accepted

Available for ages 40-80

*For questions about commissions, please contact NAA.

Easy to complete ONE page application!

How to Complete the Paperwork

Standard NGL Guaranteed Issue Whole Life Application Form

ICC14-4000-I (02/14)

(Applications will vary by state; before writing new business,

please verify the current version approved for your

use on www.MyNGLIC.com)

Application Example: Insured Information

Be sure to indicate Male or Female.

Any missing information could result in an issuance delay.

Where should the policy be mailed?

Complete all information on this line

Complete all information on this line, if applicable

Complete all information on this line

Payment Methods & Modes

Payment Mode

1. Write in your selected face amount

2. Calculate your premium

3. Select EFT (monthly, quarterly, semi-annual or annual) or Credit card

5000.00

X

As calculated

Example: Monthly Payment

Example

• Female client

• Age 65

10,000.00

X

83.30

• $10,000 policy

• EFT monthly

83.30

$8.33 x 10 = $83.30

Fill in information

for Credit Card OR

Bank Account

Check this

box

Indicate checking,

savings or credit

card and then write

in Draft Date for

ongoing withdrawal

X

Beneficiary Information

When assigning to an NGL Trust, please be sure to

specify the full name of the trust:

NGL Estate Planning Trust.

NGL Estate Planning Trust

Th

e S

ign

atu

re S

ecti

on

(s)

Owner Signature

NGL Agent

# Here

%

City where sale was made State Application was signed in

Insured signature and date application was signed

Agent Signature Agent’s Name Printed X

50

Additional Agents Signature Additional Agent Printed Name Additional NGL Number

If your state application

includes any replacement

questions, all of the questions

must be completed.

Date

Trust Assignment: NGL Estate Planning Trust

NGL Estate Planning Trust

Assignment Form (#2591-EPT)

Excess proceeds are paid to the

beneficiary named on the form

Policyholder must sign.

If Power of Attorney (POA),

include POA paperwork.

John E. Smith

Mary K. Smith

John E. Smith, Jr.

Owner Signature Date

Reminders and FAQs

Helpful Reminders

To ensure that your application can be processed quickly, please remember:

Indicate where/to whom the policy should be sent on the top of the application.

If EFT is being drawn from a:

Checking Account: Please include a voided check.

Savings Account: Please have the applicant contact the bank to get the correct bank information and verify that EFT withdrawals are allowed.

EFT cannot be done from Cashier Checks or Money Orders.

Common Application Errors

Incomplete/Missing Information

Agent statement and replacement questions are

incomplete

Signature Date is missing

Missing or incomplete state requirements such

as disclosures or trust assignment forms

For any contract or policy changes, please contact the Agent Support Team!

Submitting Applications

Please submit all NGL applications to NAA

Policy Issuance

Applications are processed immediately.*

In most cases, applications are issued the

next business day!

*Upon receipt of all necessary paperwork.

NGL Agent Website: MyNGLIC

Expanded view of

navigation

Sample view of the

MyNGLIC

homepage

Quick, Easy Reporting through NGL ReportLink

NGL ReportLink

Updated daily

Access via agent website (MyNGLIC) Quick Links

Reports available include: New Business

Commissions

Past Due

Additional Training Resources

Located under “Marketing”

NGL Estate Planning Trust

Located under “Agent Information”

How to Use MyNGLIC (Agent website)

How to Order Supplies

How to Use NGL ReportLink

Please find this presentation on www.MyNGLIC.com

under the Agent Information, Training.

Call NGL Agent Support:

800-988-0826 (Option 1)

Mon – Thurs: 7am – 7pm CST, Fri: 7-5pm CST

Questions? Concerns?

© 2014 National Guardian Life Insurance Company, Madison, WI. GIWL-BS 04-14 For agent use only.

Insurance coverage provided by National Guardian Life Insurance Company. National Guardian Life Insurance

Company is not affiliated with the Guardian Life Insurance Company of America, a/k/a The Guardian or Guardian Life.