Final Expense Options

Term and Whole Life

(Ages 18-70 | $5,000 – $150,000)
Carrier Partner: Assurity

Term Life Insurance

  • Ages 18 to 60 | $25,000 to $150,000.
  • Ages 61 to 70 | $25,000 to $75,000.

Whole Life Insurance

  • Ages 18 to 60 | $5,000 to $100,000.
  • Ages 61 to 70 | $5,000 to $20,000.

STEP 1: Confirm Your Clients Eligibility

    The following are requirements for purchase:

  • Membership in Live Well USA is required to access benefits, including insurance policies,
  • Fees: $19.99 monthly membership fee for joining the Live Well group. The Live Well Membership fee is non-refundable.
  • Employment: Members must be gainfully employed and actively working a minimum of 20 hours per week.
  • Affirmations:
    • I affirm that I am not currently terminally ill, hospitalized, residing in a nursing home, assisted living facility, or under hospice care.
    • I affirm that, to the best of my knowledge and belief, I have not been diagnosed with Acquired Immunodeficiency Syndrome (AIDS), AIDS-related complex (ARC), or tested positive for Human Immunodeficiency Virus (HIV).

STEP 2: Run a Quote

To access this policy, all applicants must become a member of Live Well USA at a $19.99 monthly membership rate.

STEP 3: Ready to Apply?

For First-Time Users:

Please register for an account to get started. Once registered, you’ll receive an email containing a direct link to access the application.

For Existing Users:

Click “Authenticate” to receive an email link that will take you directly to your application.

Simplified Issue

Living Promise – Level Death Benefit: 45-85 | $5,000-$50,000
Living Promise – Graded Death Benefit: 45-80 | $5,000-$20,000

Carrier Partner: Mutual of Omaha

  • No medical exam – coverage is based on answers to a few simple health questions
  • Premiums never increase
  • Benefits never decrease
  • Cannot be canceled for any reason as long as premiums are paid
  • Builds cash value that you may borrow against

STEP 1: Ask Your Client the Health Questions

Any “yes” answers to questions 2-5, please note that the insured is not eligible for any coverage for Mutual of Omaha’s Living Promise product. Please see Corebridge’s Guaranteed Issue Whole Life Product information.

STEP 2: Run a Quote

STEP 3: Ready to Apply?

Click the button to fill out the E-Application via iPipeline.

Please select “Whole Life” as the product type.