advisors

© Integral Investment Capital LLC.  PolicyFLEX, PolicyFLEX logo, PolicyFLEX Term Extension and "Keep your life insurance longer...for less" are proprietary marks of Integral Investment Capital LLC.  Patent Pending.  All Rights Reserved.

Registration

PolicyFLEX works with financial professionals (financial planners, independent life insurance agents, wealth managers and others) nationally to distribute the Term or Living Care Extension program.


Please note that we ask you to sign a Mutual Confidentiality Agreement due to the confidential nature of the information we will provide about our product.  A copy of the agreement will be emailed to you after submitting the registration form.

CAse Submission

Once registered, you may submit your client's profile for underwriting. Target Clients:

  • Aged 60 and older
  • Face amount between $500,000 and $3,000,000
  • Term policy convertible to permanent Universal Life product

Submission requirements:

  • Basic knowledge of client and term policy