New Business Requirements Update

As we adapt to the new way of doing business, we are updating our business requirements so that we may continue to offer the best protection for your customer. Faced with the health crisis caused by the COVID-19 pandemic, a copy of the good health attestation, which can be found on the policy delivery receipt, must be returned by the client.  As a reminder, this has always been part of our new business process.

Beginning 4/20, we will now require that policy delivery receipts be returned for all life policies. This requirement will stay in effect through the end of the pandemic.

For any questions on this process, please contact Kristin Cook at 802-249-4677, or Jay Renzulli at 802-229-3468.