Get Does Massmutual Have A Good Broker's Contract? - Insurance Forums

Navigating the Does MassMutual Have A Good Broker's Contract? form can seem daunting, but this guide is designed to simplify the process. Our expert analysis will walk you through each section and provide clear instructions for a successful completion.

Follow the steps to complete the form efficiently.

1. Press the ‘Get Form’ button to retrieve the form and open it for editing.
2. Begin with the eligibility requirements. Ensure that the agent is contracted with MassMutual before proceeding with the application. If not contracted, contact Contracting@BarnumFG.com for assistance.
3. For whole life and term products, note that all clients are eligible to use the EZ application.
4. Fill out the EZ application based on the policy's face amount. If the amount exceeds $50,000, complete sections A-F; if it’s $50,000 or less, complete the entire EZ application.
5. After submission, clients will receive an email within 1-2 business days requesting their e-signature. Monitor for this email.
6. Once the client signs, the agent will also receive a request for their e-signature. It is crucial for the agent to click the link to verify and submit the application after both signatures are completed.
7. After submission, clients aged 17-40 and applying for $1 million or less will need to respond to additional medical questions via an email from MassMutual CMI.
8. Clients will be contacted to schedule any necessary medical examinations.
9. The policy will undergo underwriting.
10. Ensure to complete the sections related to client information such as name, product, face amount, and agent details. This data is critical for processing.
11. Finally, save changes. You can download, print, or share the completed form as needed.

Take the next step and complete your documents online today!