Any purchase, or combined purchases for all client accounts, greater than the premium amounts indicated below must be reviewed by Security Benefit for pre-approval. For age-based determinations, approvals would be based on the client’s age at time of issue. Purchases below these amounts do not need a Large Case Review form and will be paid full compensation.
| Product | Upfront Comp (Option A) |
Trail Comp (Option B) |
||
| Age 0-75 | Age 76+ | Age 0-75 | Age 76+ | |
| Strategic Growth | $3,000,000 | $2,000,000 | $5,000,000 | $4,000,000 |
| Strategic Growth 7 | $3,000,000 | $2,000,000 | $5,000,000 | $4,000,000 |
| Strategic Growth Plus | $2,500,000 | $1,500,000 | $3,500,000 | $2,500,000 |
Maximum premium amounts considered:
-
Strategic Growth - $5,000,000
-
Strategic Growth 7 - $5,000,000
-
Strategic Growth Plus - $4,000,000
For cases exceeding these premium amounts, Security Benefit would require the large case review form to be submitted for pre-approval. For the purposes of the review, the client signature can be left blank until the review has been completed.
Once pre-approval is received, the Large Case Review form must be signed by the Owner (and Joint Owner where applicable) and submitted with the client application.