Mutual of Omaha
United of Omaha
United States Life
SPECIALTY LIFE RESOURCES
Informal Review Form
This two page questionnaire allows you to quickly gather your client's pertinent underwriting information. No signature is needed, so the form can be taken over the phone at the client's convenience.
Once you have some preliminary information, send us an email with your client's information. If you are using the Informal Review Form, please attach a copy of it to your email. Without disclosing any identifying client details, we will reach out to many carriers to determine which carrier would be the best place to submit a formal application.
Shopping a Formal Case
When a formal application is approved other than applied for, rated or declined; we will review all of the medical records to determine what favorable options might be available to your client with other carriers.
Topic Resources & Questionnaires
We have questionnaires, both medical and non medical (aviation, scuba, etc...), covering a wide variety of conditions. These questionnaires enable you to isolate and ask pertinent questions directly related to the impairment or avocation.
see why agents do business with us!
“We have enjoyed the ease of selling life insurance through W S Jones & Associates. The interactive website has allowed us access to numerous companies and additional carrier information such as underwriting guidelines, forms, etc…, versus working directly with numerous companies. Everything we need is available in one place. Pat supports us on hard to place cases and makes shopping for the best carrier for a particular case easy. She does the pre-screen work and makes sure the cases are on schedule which allows us to do what we do, which is to sell policies." Sean-Atlanta, GA
“We have had a long term relationship with WS Jones and Associates, and for good reason. They are professional, knowledgeable, and go above and beyond for their agents. More importantly, the friendly conversations and positive attitudes brighten my day!” Tasha-Waterloo, IA
"I have been working through WS Jones for over 20 years. Prior to that I had used 3 other brokerage firms in the Atlanta area and two national firms aligned with the mutual companies with whom I was working at the time. Since this relationship began I've had numerous brokerage firms solicit my business. As a salesman, I always listen because I want the same opportunity when I'm soliciting. But, I warn them it will be quite challenging to overcome my attachment to WS Jones. I receive attention from the top, service par excellence, and creative solutions no other yet has matched. Why fix what ain't broken?" Dabo-Newnan, GA