Policy Illustration to Be Required at Application Submission – Effective 05/30/23

Effective May 30, 2023, Allianz will require sales illustrations to be included at the time of application.

Providing the illustration used in the sales discussion will allow them to financially underwrite your client upfront, reducing potential delays later in the process after the medical assessment has been provided. The illustration does not need to be signed by the client upon initial submission; however, Allianz will still require a signed illustration prior to policy issuance.