Fill in your information below and we will generate a ready-to-print, fax-ready authorization letter authorizing Remain Life Insurance Services, LLC to receive your in-force illustration directly from your carrier — no phone call required.
Required to generate the letter.
Must match exactly what is on file with your carrier.
Leave blank if the policy owner and insured are the same person.
___________________________
___________________________
May 3, 2026
___________________________
Attn: Policyholder Services — In-Force Illustration Request
___________________________
Re: Request for In-Force Illustration — Policy No. ___________________________
To Whom It May Concern:
I, ___________________________, am the owner of life insurance policy number ___________________________ issued by ___________________________.
I hereby authorize Remain Life Insurance Services, LLC, a licensed insurance agency (CA License No. [PENDING]), located at Encinitas, California, to receive a current in-force illustration for the above-referenced policy on my behalf. This authorization includes the right to receive policy values, projected death benefit schedules, cash value projections, dividend history, and any other information necessary to prepare a complete in-force illustration.
Please send the completed in-force illustration to Remain Life Insurance Services, LLC by email at [email protected] or by fax to (760) 750-5433. You may also contact me directly at the phone number or email address listed above to verify this authorization.
This authorization is valid for 90 days from the date of this letter and may be revoked by me in writing at any time. I understand that this request is for informational purposes only and does not constitute a request to make any changes to my policy.
Thank you for your prompt attention to this matter.
Sincerely,
___________________________
Policy Owner
Date: ___________________________
This authorization letter was generated by 1035advisor.com, a planning resource from Remain Life Insurance Services, LLC. CA License No. [PENDING]. For informational purposes only. Not a solicitation to purchase or replace insurance.
Print and sign the letter above. Your signature is required for the carrier to process the request.
Upload your signed letter below — Remain Life will handle faxing or emailing it to your carrier on your behalf. You don't need a fax machine.
Expect 3–7 business days for the illustration to arrive. We will contact you once we have it and schedule your free policy review.
We'll handle the rest — no fax machine needed.
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