Advisors Financial Group, Inc. (AFG), Simplicity Group, Inc. (SG), and Insurance Designers of America, LLC (IDA) offer a preliminary underwriting process to assist advisors and their clients. This information will be used to obtain informal insurance policypricing and to select the insurance companies for submission of a formal application. This form is not an application for insurance or any other financial product. Please complete one form for each client.
This Underwriting Appraisal Inquiry is preliminary and is intended to be a reference only and is informal. The information requested are typical requirements for underwriting. Any carrier may request information other than as stated herein.