Looking for large case support?

Submitted by Krishan on June 22, 2023 - 2:23pm

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Gain exclusive access to our team of Tax, Retirement, and Estate Planning Specialists for Large Cases

We are excited to announce that the minimum annual premium amount for Large Case Support has been lowered from $25,000 to $10,000. This means that even more advisors can now take advantage of this crucial service for their clients.

You can count on our Tax, Retirement and Estate Planning (TREP) team to provide assistance with all your Large Case requirements.

What's changing with our Large Case Support?

There are now two tiers to qualify:

Tier 1: Any application of $10,000 annual premium and over, regardless of the advisor's annual production will qualify for case support from the TREP team.
Tier 2: Any application of $25,000 annual premium and over will also receive enhanced application processing and direct access to an underwriter with personal status communication to the advisor and Empire Life's Account Executive on the case.

Check out the tools below to learn all about Large Case Support

How do I submit a request?

For more information on Large Case Support, please contact your Account Executive, who can make a support request on your behalf. Please provide as much detail as possible so that our team can provide the best service for your particular case.

For all of the details on the Large Case Support at Empire Life, download the Info Circular below.

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FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document.

Policies are issued by The Empire Life Insurance Company.