How can I get a copy of my life insurance policy?

In our personal experience, insurance companies can sometimes take 3-4 weeks to provide policy copies. This often happens because your request signals you're actively reviewing your coverage – which typically means you're being diligent about your financial planning or possibly considering updates to your policy.

Here's a email template that works well:

Subject: Policy Copy - this week

Hi,

I'm doing a review of my financial documents this week and need a copy of my life insurance policy. Digital copy would be ideal. 

My details:

  • Policy #: [NUMBER]
  • Name: [NAME]
  • DOB: [DATE]

Looking forward to your response!


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