SUBJECT LINE: SelectQuote: American General Policy Approved- Ref#

Hello,

Congratulations, your life insurance policy has been approved and emailed to you on DATE.

Your life insurance coverage will NOT be effective until you log on to the website and electronically sign the final forms using the link sent to you by the carrier.

Docfast: Your access code is DOB, the last four of SSN and zip code. The email will come from Corebridge Financial Life Insurance <DocFast.NBsupport@corebridgefinancial.com> The subject line reads Required Signature-Corebridge Financial Life Insurance Policy.

If the direct bill option is elected, please keep in mind that your case is NOT in effect and a payment is still needed to activate your policy.

Time is of the essence, as the policy has a delivery deadline and will not be effective until the documents are electronically signed on the website. The site will have a pop-up window when you have completed all of the requirements. Please don't hesitate to call or email me directly with any questions, my contact information is in the signature below.w.

SUBJECT LINE: SelectQuote: Banner Policy Approved- Ref#

SUBJECT LINE: SelectQuote: William Penn Policy Approved- Ref#

Hello,

Congratulations, your life insurance policy has been approved and emailed to you on DATE.

Your life insurance coverage will NOT be effective until you log on to the website and electronically sign the final forms using the link sent to you by the carrier. Your access code is the first 5 letters of your last name (ALL CAPS) followed by the last 4 digits of your Social Security Number. The email is coming from Banner Life (William Penn) via Docusign (dse@docusign.net), subject line- policy #, your name- Life Insurance Policy.

Time is of the essence, as the policy has a delivery deadline and will not be effective until the documents are electronically signed on the website. The site will have a pop-up window when you have completed all of the requirements. Please don't hesitate to call or email me directly with any questions, my contact information is in the signature below.

SUBJECT LINE: SelectQuote: Banner Policy Approved- Ref#

Congratulations, your life insurance policy has been approved and emailed to you on DATE.

Your life insurance coverage will NOT be effective until you log on to the website and electronically sign the final forms using the link sent to you by the carrier. The email is coming from Banner/Legal and General America and your access code is last name, DOB, and last 4 of your SSN. Time is of the essence, as the policy has a delivery deadline and will not be effective until the documents are electronically signed on the website. The site will have a pop-up window when you have completed all of the requirements. Please don't hesitate to call or email me directly with any questions, my contact information is in the signature below.

SUBJECT LINE: SelectQuote: Banner Policy Approved- Ref#

Congratulations, your life insurance policy has been approved and emailed to you on DATE.

Your life insurance coverage will NOT be effective until you log on to the website and electronically sign the final forms using the link sent to you by the carrier. The email is coming from Banner/Legal and General America and your access code is last name, DOB, and last 4 of your SSN. I have attached the PDF of the email Bannet sent to you so please review and click on the “Review Offer” button and review your policy and pay for it online.

Please don't hesitate to call or email me directly with any questions, my contact information is in the signature below.

SUBJECT LINE: SelectQuote: Lincoln Life Policy Approved- Ref#

Hello,

Congratulations, your life insurance policy has been approved and emailed to you on DATE.

Your life insurance coverage will NOT be effective until you log on to the website and electronically sign the final forms using the link sent to you by the carrier. Your 4 digit pin will be sent to the cell number on file to access the policy. And the email is coming from (DSE@esignature.lfg.com via Docusign).

Please be advised that we need to finalize the policy by 12/29/23 to secure the rates that you are approved for. If your case is not activated by 12/29, your agent will be able to assist you in applying with a different carrier. Please call or email me back at (CSPHONE#) as soon as possible, as no exceptions will be made after 12/29. Thank you

SUBJECT LINE: SelectQuote: Pacific Life Policy Approved- Ref#

Hello,

Your life insurance policy has been approved and emailed to you. Your life insurance coverage will NOT be effective until you log on to the website and electronically sign the final forms using the link sent to you by the carrier. Your access code format is DOB, zip code, and last 4 of SSN. And the email is coming from edelivery@Pacificlife.com

Time is of the essence, as the policy has a delivery deadline and will not be effective until the documents are electronically signed. The site will have a pop-up window when you have completed all of the requirements. Please don't hesitate to call or email me directly with any questions, my contact information is in the signature below.

SUBJECT LINE: SelectQuote: Protective Life Policy Approved- Ref#

Hello,

Your life insurance policy has been approved and emailed to you. Please go to www.myaccount.protective.com and create an account using your social security number and your date of birth. You will be able to login and view your policy and electronically sign the required forms through Protective Life’s website. The email is coming from Protective life (epdcustomer@protective.com), subject line- review and accept your Protective Life Policy Offer. If you are experiencing any issues with obtaining verfication code, please call Protective resource center at 800-366-9378 to speak with a live representative.

Time is of the essence, as the policy has a delivery deadline and will not be effective until the documents are electronically signed. The site will have a pop-up window when you have completed all of the requirements. Please don't hesitate to call or email me directly with any questions, my contact information is in the signature below.

SUBJECT LINE: SelectQuote: Prudential Life Policy Approved- Ref#

Hello,

Your life insurance policy has been approved and emailed to you on DATE.

Your life insurance coverage will NOT be effective until you log on to the website and electronically sign the final forms using the link sent to you by the carrier. Prudential has a two-factor authentication verification process, you will enter the last 4 digits of your SSN/DOB and a code will be sent to landline or text. And the email is coming from Docusign System, subject line- Your Prudential Life Insurance Policy via Docusign.

Time is of the essence, as the policy has a delivery deadline and will not be effective until the documents are electronically signed. The site will have a pop-up window when you have completed all of the requirements. Please don't hesitate to call or email me directly with any questions, my contact information is in the signature below.

Congratulations, your Prudential application has been approved!

Please find the attached PDF of your policy. In a separate attachment are the documents that need to be returned to the carrier to accept the policy. These are time-sensitive documents, and your policy will not be activated until they are received.

If you would like to set up monthly payments, please be sure to fill out sections I and II of the attached payment authorization form.

Finally, if you are writing a check, please make it payable to Prudential and write the policy # in the memo line.

Prudential Life

P.O. Box 41770.

Philadelphia, PA

19176-9987

Once completed you can scan the forms back to me directly or fax to 1-888-809-1652

SUBJECT LINE: You are approved

Hello,

Congratulations, your life insurance policy has been approved and emailed to you on DATE.

Please click on the “get coverage” button and create an account using the last four of your social security number. You will then be able to login and view your application and forms and pay for your policy through Symetra’’s website. The email is coming from no-reply@swifttermlife.com. The subject line: You are approved.

Time is of the essence, as the policy has a delivery deadline and will not be effective until the documents are electronically signed on the website. The site will have a pop-up window when you have completed all of the requirements. Please don't hesitate to call or email me directly with any questions, my contact information is in the signature below. Thank you..

SUBJECT LINE: SelectQuote: **REMINDER**- Approved Policy Needs Signatures- Ref#

Hello,

This is another reminder that your life insurance policy is not active until all the delivery requirements are completed. You should have received an email from the (INSERT CARRIER’s NAME) with a link to complete these documents. If you are having trouble logging in, please call me or email back today so I can assist you with signing the final documents to activate your life insurance. You are not covered until all the forms are completed so please do not delay. My direct line is (your number) and my business hours are (list hrs/time zone)

Thank you,

SUBJECT LINE: SelectQuote: Policy Approved & Mailed - CARRIERNAME- Ref#

Hello,

This is another reminder that your life insurance policy is not active until all the delivery requirements are completed. Your policy will not be effective until you send in the delivery documents outlined in the policy packet. If you are having trouble logging in, please call me or email back today so I can assist you with signing the final documents to activate your life insurance. You are not covered until all the forms are completed so please do not delay. My direct line is (your number) and my business hours are (list hrs/time zone). Please scan and email the completed documents back to me at this email address, or fax them back to 888-809-1652. If you have any questions, please let me know.

Thanks,

SUBJECT LINE: SelectQuote: **DEADLINE NEAR** - CARRIERNAME- Ref#

Hello,

We have not had any luck getting in contact with you. Are you still interested in taking out your life insurance policy? If so, please respond to this email so we can ensure you are insured at the rate you are approved. Keep in mind that you are locked in at the rate approved for the entire duration of the term as long as payments are up to date. If you have any questions, please call or email me right away.

Thanks,

Hello,

We have made several attempts to contact you in regard to your life insurance policy. Are you still interested in taking out this policy? Please call me back today so I can review the documents with you to finalize your life insurance coverage to protect your family. Please either scan and email documents back to me here, or fax them to 888-809-1652.

Thanks,

Hello,

I am reaching out again because we have had trouble connecting about your life insurance application and it remains at a standstill. Please reach out to me ASAP so we can resolve the hold on your case, and move you closer to the insurance you desire. My contact information is listed below. You can reach me in the office tomorrow from OFFICE HOURS TIME ZONE. I look forward to speaking with you. If I don't hear from you soon, your application may be closed. Thank you

Lincoln Missing Payment (Credit cards only):

Hello,

I hope this email finds you well. You have completed all of your delivery requirements, however, you will still need to make your initial payment to activate your policy. Please select the link below and enter your policy number and date of birth MM/DD/YYYY. If you have any questions, please let me know.

https://ww2.e-billexpress.com/ebpp/LFG/

Thanks,

Hello,

The carrier is still missing an electronic funds transfer form (EFT) to activate your policy and deduct your premium from your bank account.

Since you are paying on a monthly basis, this form is required. Please complete the attached form and email it back to me. Thank you

SUBJECT: REF# QUOTE CONVO NEEDED

Hello,

Can you please call our client to discuss their options? PI asked about lowering face/term. Please attempt the client within the next 48 hours. If no response, the CS management team will provide me with the lower quotes for the client.

Please advise if I need to get any changes to the carrier.

Thanks!

Hello,

The pi has been unresponsive and their app is at risk of being closed out. Please try to re-engage pi or let me know if we should close out.

Thank you,

Hello,

I am touching base to see if you received your life insurance policy that was recently sent to you. Your policy was approved differently than applied. If you'd like to move forward, please be sure to complete all delivery requirements. These documents are needed to place and activate your policy. If you would like to discuss and have any follow-up questions, please let me or your agent know.

Thanks,

Hello,

I wanted to touch base and see if you still want to move forward with the life insurance you applied for.

The carrier is waiting on all delivery requirements to be completed, in order to activate the policy.

Please let me know if you have any questions or how you would like to proceed.

Thanks,

Dear Mrxxxx

Congratulations, your Prudential application has been approved at a rate different than what was originally applied. You should be receiving communication from an Underwriting Specialist to review this information. Please follow up with us ASAP if you have questions or concerns in regard to these changes.

Attached is a PDF of your policy. In a separate attachment are the documents that need to be accepted the policy. If you wish to proceed with accepting the coverage as is, return the second attachment as soon as possible. These are time-sensitive documents, and your policy will not be activated until they are received.

If you would like to set up monthly payments, please be sure to fill out sections I and II of the attached payment authorization form.

Finally, if you are writing a check, make it payable to Prudential and write the policy # in the memo line.

Prudential/Life New Business

P.O. Box 7426

Philadelphia, PA 19176

Once completed you can scan the forms back to me directly or fax to 1-888-809-1652.

Let me know if you have any questions or concerns.

Mr. / Mrs.This is ____________ at Select Quote. If you want to take a photo of the document on your smartphone, ensure the full pages are visible. Hold your camera directly over the documents. Make sure that the frame of the camera shows the entire document, and crop the page to the frame of your camera.

Thank you,