GET STARTED!

1. Go to www.IllinoisMutual.com.

2. Click “Agent Resources” in the menu, near the top right.

3. Click “Log in to the Agent Portal.”

4. Enter your email and password.

5. Go to “Illustrations & Applications.”

6. Start an Application.
   You can select “Create Application” on the left menu, or start an application from a previous or new illustration that you run. If you use an illustration, information from the illustration will automatically pull to the application.

7. Ensure your popup blockers are turned off as they may prevent you from seeing important documents that you need to review in the application process.

   • As you navigate through the application, pay attention to complete all required fields.

   • During the application process, you’ll be prompted to move forward with Part B questions (medical questions), or you can skip this section. Skipping Part B means your client will receive a phone call from our vendor, who will ask these questions via telephone.

8. Signatures can be collected with multiple options.
   If your client is with you in the office, signatures can be collected on-screen with a computer mouse or stylus. If your client is not in person, you can send an email to collect signatures at a later time.

9. Once the last signature is completed, you may submit the final signatures by using the “Submit” button at the bottom of the screen.

Questions? Call Us! (800) 437-7355, Option 2

Consider your clients who are owners of a small business. They are always on the clock, always on the search for ways to protect their business. With our experience in the middle market, Illinois Mutual is the right company to help protect their dreams.

In the event of an illness or an injury that leaves small business owners disabled and unable to work, our DI + BE insurance can each help with different day-to-day individual and business expenses, like mortgage/rent, utilities and groceries. And with the addition of the Return of Premium (ROP) Rider, your clients have coverage if they need it and money back if they don’t.

(800) 437-7355, Option 2
[email protected]

Life Insurance Awareness Month (LIAM) is an industrywide campaign coordinated by Life Happens* each September to help spread awareness of the importance of life insurance and the impact it can have on a family’s financial future.

You can use this heightened awareness and the complimentary sales materials we offer during LIAM, and beyond, to help your clients better understand their need for life insurance coverage and what it can mean or the loved ones they may leave behind.

*Illinois Mutual is a member of Life Happens.

We realize the campaign to raise awareness about the value life insurance needs to be an ongoing one. So, we invite you to use the Resource Library on the Agent Portal at Agent.IllinoisMutual.com, to explore our powerful consumer-focused life insurance materials all year to support you as you help your clients secure the life-changing coverage they need

Call us today for a quote, and let us complete an illustration for you.

(800) 437-7355, Option 2 • [email protected]

Uphold the Spirit of the Law

As an insurance professional, you know that you must comply with all applicable laws, rules and regulations. You take continuing education classes and fulfill other requirements as needed to keep your agent license up to date. You do your best to stay current with regulations addressing customer privacy, product suitability, record-keeping, gift-giving and many more topics.

Many laws that affect our industry were enacted to ensure fair treatment of customers and fair competition in the marketplace, and our Company’s Core Values reflect our commitment to ethical business practices. At Illinois Mutual, we believe upholding the law encompasses not only complying with the “letter of the law” but also embracing the “spirit of the law.” As we work to fulfill our mission to help people achieve and safeguard their financial security, we strive to act with integrity and honesty in all our business activities.

Recently Illinois Mutual’s Home Office employees took part in our 10th annual Compliance Awareness Week. This year’s theme— “Right Thing… Right Time… All the Time!”—focused on the Company’s Code of Business Conduct.

In keeping with that theme, here are a few tips for you, our valued agent:

• Be familiar with applicable statutes and regulations. If you are licensed in more than one state, remember that different states sometimes have different legal requirements.
• Put your clients’ needs first. Always explain how a product works before you make the sale, and recognize that some products aren’t the best fit for everyone. Take time to answer any questions your clients may have.
• Don’t promise things you can’t deliver—for example, a specific underwriting outcome or a definitive timetable for processing claims that have not yet been approved.
• Respect your clients’ privacy. Unless your client authorizes you to do so, don’t use an existing client’s name to advertise your services to a potential new client. Also, don’t share information you learn about a client during the application process with anyone else, which could be a violation of privacy laws.
• Contact your Home Office Sales Team if you have questions related to Illinois Mutual business practices. If you have concerns that you would prefer to discuss confidentially, call the Illinois Mutual Hotline at (800) 437-7355, ext. 447.