Perspecta Universal Life Insurance
To order quantities of printed forms, please contact your sales office. Sales offices can complete Request for Forms (PC BIL 3340) and fax it to us toll-free at 1-877-536-4666.
View also documents related to all insurance products.
Marketing Material
| Protection Solutions Kit - Broker - 6011 |
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Pocket folder contains the items listed below - 3280 | 3281 | 3519 | 4434 | 2549 | 2546 | 5891 | 6037 | PC6035 | PC6036 |
| Name | Last Update | Advisor | Client |
|---|---|---|---|
| Your guide to Perspecta universal life insurance with Standard Life | 10-2006 | 2546 | |
| Perspecta Universal Life Insurance (At a Glance) | 10-2006 | 2549 | |
| This is all about Perspecta Universal Life Insurance from Standard Life | 10-2006 | 3280 | |
| Strategic Asset Allocation Questionnaire | 10-2011 | 5891 | |
| General Guidelines | 10-2006 | 6037 | |
| This is all about a Preferred Rates Program with Standard Life | 07-2008 | 3519 | |
| This is all about Compassionate Benefit with Standard Life - Buckslip | 10-2006 | 4434 | |
| Perspecta Management Fees and Underlying Fund Management Expense Ratio (MER) (PDF Only) |
12-2011 | 5318 | |
| Perspecta Universal Life Insurance – Investment Options (PDF only) | 12-2011 | 6052 | |
| Total Customer Satisfaction | 06-2008 | 1380 | |
PDFs posted on this Web site weigh 1Mb or less, unless otherwise indicated.
Sales Support
- Forms
- Marketing Material
- Underwriting Guide
- Life Insurance Needs Analysis Form
- Life Insurance
- Life Insurance - JET service
- Contract Provisions
- Rate Tables
- Product features and benefits
- Guaranteed and Non-Guaranteed Product Features
- Premiums and fees information
- Limitations, reductions, exclusions
- Consumer rights and responsibilities
- Effective date of coverage
- Predetermined Portfolio Accounts - Tactical Asset Allocation
- Quarterly Account Sheets
Administrative Guidelines:


