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Client Resources Page

Hopefully Some of These Resources Are Helpful

Underwriting Services Consumer File

See what the insurance companies see on you, request your medical record the the insurance companies use to rate you, approve you, or deny you. 

Request MIB Report 

LexisNexis

See what information that the internet has on you. 

Consumer Disclosure Report

Veteran Affairs Life Insurance Resources 

See if you are eligible for Life Insurance through some of the resources Veterans Affairs offers.  

VALife

IntelliScript 

This is another medical record database that some insurance underwriters use to rate you after we have applied for a health or life policy. You can order your own record here. It is nice to know what information everyone has on you. Somethings things are wrong and you have the opportunity to audit the report in some cases. 

Milliman Records

Life Insurance Policy Locator

The NAIC Life Policy Locator can assist you as consumers in locating life insurance policies and annuity contracts of a deceased family member or close relationship.

NAIC Life Policy Locator

FreeWill.com

FreeWill makes estate planning warm, intuitive, and totally free. So you can more easily care for the people and causes you love.

FreeWill.com