Important Reminders for Life Application Illustration Requirements

Many of our life insurance products require illustrations with the application for insurance. Underwriting and New Business want to reduce confusion and provide clarity on what is required for revised illustrations.

When a Life product requires an illustration, the illustration must match how the policy is issued. When changes are made after the application is submitted, a newly signed illustration marked as revised is required to meet compliance standards.

This can be accomplished one of two ways:

  1. Any time you create an illustration after the application has been submitted, make sure the “Revised” indicator on the policy options tab is marked.
  2. When a revised illustration is a post-issue requirement, the illustration that is included with the policy will already be marked as “Revised”, satisfying the compliance requirement.

If you have any questions regarding the illustration or application requirements, please contact Sales Support at 1-800-693-6083 or send an email to

Thank you for your continued partnership.

Important Reminders for Life Application Illustration Requirements