Big opportunities shouldn’t come with unnecessary complications. At National Life Group, we’re committed to making it easier for you to navigate large cases, serve your clients, and get business placed with confidence.
With expanded underwriting capacity, streamlined processes, and dedicated large case expertise, we have the tools and support to help you make the most of your biggest opportunities.
More Capacity. More Support. Less Hassle.
Our large case capabilities are designed to help you spend less time navigating the underwriting process and more time growing your business.
Here’s what sets National Life apart:
- $8 Million Retention: We’ve increased our retention limit from $2 million to $8 million, demonstrating our continued commitment to the large-case market and expanding our capacity to support larger opportunities.
- Dedicated Large Case Expertise: With 120 underwriters, including 20 dedicated large-case specialists, you have experienced support for cases exceeding $2 million in coverage or $35,000 in target premium.
- EZ Underwriting Up to $5 Million: Available on permanent life insurance products, EZ Underwriting helps simplify the process, with many qualifying cases requiring no medical exams or lab work.
- Faster Informal Processing: Our enhanced informal underwriting process offers a 1–2 day submit-to-offer turnaround, helping you get answers faster and keep business moving.
- Flexible Submission Options: Submit informal applications through PaperClip, Agent Portal, or email. Include an NLG HIPAA authorization with your informal submission to have the offered rate class carry through to the formal application.
Your Next Big Case Starts Here
Whether you’re working on a complex financial strategy or simply need help moving a larger case forward, National Life has the expertise, capacity, and support to help you get the job done.
Have a large case to discuss?
Let us help you get it placed.
Email: LargeCase@NationalLife.com
You can also call your Large Case Underwriter
TC9199504(1026)1
