10+ Longevity Insurance Document Templates in Google Docs | Word | Pages | PDF

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People living longer are rising in numbers. The data from United Nations World Population prospects that 2019 Revision projected that 16% of the people are aged 65 while those ageing 80 will have a drastic three times increase. This information goes to show that a decent portion of the population can avail of longevity insurance. So let us brace for the future that this insurance sample demand will surge proportionately. Thus, let us also be sure that the documents are in place to deliver this service.

10+ Longevity Insurance Document Templates in Google Docs | Word | Pages | PDF

1. Insurance Contract

insurance contract4
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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Initiate longevity annuity with fitting clients using this contract template! Indicate the crucial terms either through Google Docs, MS Word, or Pages. Plus, printing this file is easy since this is available in A4 and US Letter sizes. Better download this document now and start striking some deals!

2. Insurance Proposal

insurance proposal4
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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Offer your interesting bargains to elderly spouses through this proposal document. Input the special grants either through Pages, MS Word, or Google Docs. And make sure both parties have a copy of this print-ready document. Download now and give your clients an offer they cannot refuse!

3. Payment Agreement

payment agreement contract 2
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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Sort out the details of the payment scheme of the insurance claim through this template. Grab this file, and editing this is easy as a professionally made layout will serve as your guide. Printing is convenient as the file is ready in A4 and US Letter sizes. Click the download button and start making terms with your clients.

6 Steps How to Create a Longevity Insurance Document

Retirees who live long are a gem in today’s society.  And most of them are confident to live longer than anybody else. That is why annuity contracts such as longevity insurance give financial assistance to the elderly in their 80s. Make sure you care for the old by following the simple list below to deliver a successful longevity insurance deal.

Step 1: Invite for Registration

Since we are talking about the elderly, you have to bring the insurance company to their doorsteps. Distribute convincing flyers to each community about your deals and let them call you when the interest suits them. Or you can go formal by sending them a proper letter.

Step 2: Sign Up

Registration is crucial because you need to get the necessary information. You need to authenticate the biological age as this is the caveat of the longevity insurance. There is a thin line for the age requirements so that the insured can have a special treatment. This step is where your signup sheets come in handy.

Step 3: Give Friendly Offers

Make sure that the variable annuity sparks interest to your clients. They want to put in the money where they feel secure when the payout happens. So, make their investments worth the wait for future cash assistance

Step 4: Reinsure

As an insurance company, you also need to keep yourself capable of doling out the insurance claims. Engage with other firms with a promising business contract. Always make sure you have the finances. And you do not want your company’s reputation a laughing stock.

Step 5: Talk it Over

Engage a friendly conversation with your clients, and make them give suggestions that can work for both sides. It is best if there is also a legal representative who can stand for the elderly. Even though they are old, they still need to play a part creation of the agreement document.

Step 6: Sign on the Dotted Lines

Make your agreement final with a handshake paired with signatures on the dotted lines. Mutual understanding and proper papers are vital to have a valid insurance agreement. Plus, each party should live out their respective obligations.

legal agreement1
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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A print-ready template such as this is necessary when you are in a rush, especially when you are in need of legal documents. After downloading this file, make sure to edit either through MS Word, Pages, or Google Docs. Plus, printing is no hassle since this file is available in A4 and US Letter sizes. Download now and get going with the legalities!

5. Editable Monthly Payment Agreement

monthly payment agreement
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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Sort out the payment schedule with clarity and order through this template. This file is customizable and you can edit this either through MS Word, Pages, or Google Docs. Get this file now and start making the payment details clear.

6. Company Contract Agreement

company contract agreement1
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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Properly engage with potential reinsurers of your business using this contract. Always see to it other firms got your back when the claims pile up. Distributing a copy to each company is easy as the file is printable in A4 and US Letter sizes. Download now and start securing your insurance company!

7. Letter of Understanding Regarding Terms of Proposed Contract

letter of understanding regarding terms of proposed contract 600x420
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  • MS Word
  • Pages

Size: A4, US

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Assure that the negotiation is a result of mutual understanding with the help of this template. This file comes with a ready-made layout and all it needs is for you to edit in MS Word or Pages. Download now and ready this attachment in the contract!

legal contract 600x420
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File Format
  • MS Word
  • Pages

Size: A4, US

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Always see to it that your agreements are within the bounds of law. Keep the legality of your arrangement by using this template. Printing this file is easy and make sure that all parties concerned have copies. Click the download button now to get started with legal deals!

9. Monthly Payment Agreement

monthly payment agreement 600x420
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File Format
  • MS Word
  • Pages

Size: A4, US

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Make sure the monthly payout happens as agreed upon by all concerned parties. Do so with the help of this document, and properly state the deal either through MS Word or Pages. Click the download button now as this file is print-ready in A4 and US Letter sizes.

10. Longevity Risk Management

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  • PDF

Size: 191 KB

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Learn the ways how to manage longevity risks with the help of this document. Download this file now and make sure to study the details carefully. Find the things which are useful for your insurance business.

11. Longevity Risk and Retirement Income Planning

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  • PDF

Size: 3 MB

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This comprehensive guide will assist you with the dynamics of the longevity situation. Download this file and unleash the scholar by taking the time to study this.

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