| Link Title | Website | Description | Download File | ||
| Downloads | |||||
| Needs Estimator | This calculator provides a quick and simple method to estimate the amount of additional life insurance you need. | PDIInsCalc.htm | |||
| Annuities | |||||
| Fixed Indexed Annuity Rates | Indexed Annuity Spreadsheet. | PDI Indexed Annuities 010509.pdf | |||
| MultiYear Guaranteed Annuity Rates | MYG Annuity Spreadsheet. | PDI MYG Annuities 010509.pdf | |||
| Traditional Fixed Annuity Rates | Traditional Annuity Spreadsheet. | PDI Traditional Annuities 010509.pdf | |||
| Long Term Care | |||||
| Genworth LTC Underwriting Guide | Interactive LTC UW Guide issued by GE. (Please have patience when opening as this is a large file.) | GE_LTC_UW_Guidel.doc | |||
| LTC Brochure | Looking for a great brochure to highlight the reasons for LTC? Please click on the attached for more info. | LTC Brochure.pdf | |||
| LTC Survey | Genworth Life's Cost of LTC Care Study, 2008 | 37522CoCBrochure.pdf | |||
| Guide to Long-Term Care | Sate of Wisconsin Office of the Commissioner of Insurance guide to long-term care. | WILTCGUIDE.pdf | |||
| 2009 Tax Deductibility Limits | Information regarding tax benefits of Long Term Care | 2009 Deductibility Limits.pdf | |||
| 2008 Deductibility Limits | Information regarding tax benefits of Long Term Care. | 2008 Deductibility Limits.pdf | |||
| LTC Proposal | Form for requesting Long Term Care proposals. | LTCProposalRequest.pdf | |||
| LTC Underwriting Questionnaire | Questionnaire to aide in Field Underwriting. | LTC Questionnnaire.pdf | |||
| LTC Partnershop Training Website | www.genworth.com/LTCstatetraining | Need help getting your long term care state training? Have no idea what to do or where to go? Genworth Financials LTC state training website makes it easy for you. | GenworthLTCWeb.pdf | ||
| Disability Income | |||||
| Disability Products Listing | Disability product carriers, specialties and markets. | DIProducts.pdf | |||
| DI Proposal Request | You may print or email form to request a Disability quote. | DIProposalRequestForm.pdf | |||
| PDI Forms | |||||
| Who is PDI | Short description of PDI services. | PDIFG.pdf | |||
| LifeMaxx Request Form | Submit this form along with a copy of the most current annual statement and/or inforce ledger. | LifeMaxxRequest.pdf | |||
| PDI Catalog | www.pdifinancial.com | Products and Services Catalog. | PDI_Financial.pdf | ||
| PDI Informal Inquiry | Tool to aid in gathering information on impaired and more difficult cases. | PDI Informal Inquiry.pdf | |||
| Trial Case Guidelines | Please note, The Premium reqt. bullet pt. has changed. We will now charge $100 for trials that are under $3,000 of premium, in an effort to continue giving you the best service possible! | TrialCaseGuidelines.pdf | |||
| Cover Letters - Are They Important? | Overview of why and how to write a cover letter. | coverletter.doc | |||
| Field Underwriting Questionnaire | Aid to help determine what rating to quote for a client. | Field_Underwriting_questionnaire.pdf | |||
| What is a Paramedical Exam? | Helpful hints to prepare your client for a paramedical exam. | Portamedic_What_is_a_paramedical_exam.pdf | |||
| Expedited Exam Request | Complete this form and forward to PDI to expedite the exam process. | Exam Request.pdf | |||
| PDI Authorization Form | Completing form allows PDI to receive quotes from additional carriers if necessary. | PDIAuthorizationRequest.pdf | |||
| Business Insurance Profile | Fact finding questionnaire specific to businesses. | Business_Insurance_Profile.pdf | |||
| Personal Insurance Questionnaire | Fact finding questionnaire specific to individuals. | Personal_Insurance_Questionnaire.pdf | |||
| Privacy Policy | PDI Privacy Policy. | privacy.pdf | |||
| In-Force Illustration Request Form | InforceRequest.pdf | ||||
| Carrier Information and Helpful Hints | |||||
| Preparing your impaired risk client for underwriting review | Impaired risk tips from United of Omaha. | Preparing_your_Impaired_Risk_Client.pdf | |||
| Paramed Exam Helpful Hints | Share this valuable document with your clients at time of application to help attain the best ratings possible. | Paramed Exam.pdf | |||
| General Information | |||||
| NAILBA Field Underwriting Guide | Life Insurance reference guide. | NAILBA_Field_UW_Guide.pdf | |||