 The Shaw Assist Form Is BACK!! Back by popular demand we have brought back the Shaw Assist Form! We have made a few changes so please see below regarding the new instructions for the Shaw Assist Form!
Applicant must call Shaw American to complete the application on the date and time specified on the Shaw Assist Form. If the client does not call us to complete the application we will close the file and return the Shaw Assist Form to the agent.
Applicant must have a computer and email and have access to the computer and email during the interview.
Shaw Assist Form is only available for Term Insurance at this time and must be filled out completely prior to submitting it to Shaw American.
Shaw Assist Form is only available for the following carriers: AXA, Banner, Genworth, ING, John Hancock, Lincoln Benefit, Lincoln Financial, MetLife, Nationwide, Principal, Prudential, Transamerica and United of Omaha.
The applicant will be asked for their social security number, income, assets and net-worth during the call please prepare them for these questions to be asked.
Once the application is completed the agent of record will be required to electronically sign the application as well.
DO NOT order exams if using the Shaw Assist Form- Shaw American will order all necessary exam requirements after the application is completed.
The client should contact Shaw American at (800) 626-5888 Opt. 5
to complete the application after the Shaw Assist Form has been submitted.
Click here to download the Shaw Assist Form!
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