Stephen's Online Life Insurance

 Stephen's Online Life Insurance

 
 

Greetings, my name is Stephen M. Oaks, and I am an Independent Life Insurance Producer. It will be my pleasure to assist you in choosing a quality Penn Mutual Life insurance policy that will best serve your specific needs and purpose.

With Penn Mutual’s fully digitized Accelerated Client Experience platform (ACE)

We will be able to apply with remarkable ease.

 
 
 
 
 

Q: So why Penn Mutual exclusively and not multiple Life insurance companies ?

 

A:Penn is a mutual Life Insurance company in business since 1847 and they have developed the secure and super convenient ACE platform that makes applying for and purchasing Life Insurance seamless and efficient.

*If you qualify for automated underwriting, you will begin with completing a brief e-application process. If approved, you will be able to proceed to purchasing a Life Insurance policy within 1 - 2 business days. We will accomplish this endeavor without the time consuming and cumbersome hassles of traditional Life Insurance underwriting.

No fluids, No medical exam, No long waiting periods - No kidding!

* The Penn Mutual automated underwriting platform is available in every state except NY.

 

Policy Options 


Once you qualify for Penn’s accelerated underwriting, you will be able to choose from any of these Term Life or Permanent Life insurance products listed below with face amounts of up to $7,500,000 utilizing an e-app, e-signature, e-policy delivery and online payment platform.

 
 
 

The Qualifiers

Are you eligible for this accelerated underwriting platform ?

Let's find out.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

1. You are a United States citizen.

 

2. You are between the ages of 20 & 65. *If you are over age 65, you may require full underwriting.

 

3. The Owner of the policy can be a person, a business or an established trust ( established trusts with up to 5 trustees ). 

 

 

 4. This Application is not replacing an existing insurance policy ( including 1035 exchange requests ).

 

5.  An informal Application has Not been previously submitted to Penn Mutual.

 

6. Your primary residence is in a state other than New York.

 

 

7. The Life Insurance policy being applied for is one that you understand the value ofand is one that you can afford. 

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1 Step to get you started:

The Minimum Data Form


 
 
 
 
 
 
 
 
 
 
 

Below is the Minimum Data Form that l need you to complete in order to begin the process.

Please provide your information in the *fields below and hit Submit. I will then respond back to you with the Penn Mutual e-app.

 

 
 

 

About Me


I am a licensed Independent Life Insurance Producer with 20 years of industry experience. Stephen's Online Life Insurance assumes that applicants already have a general understanding of what life insurance is and the protections & benefits that it offers. I am always available to assist my clients in discussing their specific needs either by phone or email. I look forward to helping you define your purpose in owning a policy and will be happy to explain the unique value that life insurance can provide. 

Uses of Life Insurance

 

  1. Estate Planning , Irrevocable Life Insurance Trusts & Survivorship Standby Trusts

  2. Multi-generational Legacy Planning & Revocable Trust Owned Policies

  3. Retirement Income Supplement

  4. Family Protection

  5. Legacy Charitable Gift Planning & Charitable Remainder Trusts

  6. Key Employee Planning & Split Dollar Plans

  7. Executive Bonus Plans / How EB Plans work & Deferred Compensation Plans / Benefits flyer

  8. Buy Sell Agreements & Business Continuation Planning

  9. Premium Financing 

 

Contact me

by

Or by phone  ~  845. 233. 2294

 

CA License# 0H92308

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Thank You for the visit !

Please feel free to share Stephen's Online with your 

family, friends and colleagues,

I would greatly appreciate it !

 

Please be well

&

Take good care !