Requirements To Get Started:
How To Apply:
In order to begin the application process, there are a couple of things that we will need from you. See list of insurance types below and select for requirements.
Kindly forward obtained documents to admin@iwantprosperityplus.com so that we can begin processing your paperwork.
Life Insurance / Critical Illness
- First premium: Payment made by use of our mobile point of sale device: Debit/ credit card or company cheque made to: Guardian Life of the Caribbean Ltd.
- A copy of valid ID card (front and back), or passport (picture page, if not Birth paper with middle names)
- Bank Account number and Bank for a deduction if not using Salary Deduction
- Height & Weight and other personal health and family history information (see Application Prep attached)
- Utility bill or bank statement valid within last 3 months (to confirm your address), or Parent/ Spouse Utility bill, their ID, and signed Verification letter (see attached), or Landlord Utility bill, their ID, and signed Verification letter (see attached), a copy of the rental agreement and receipt
- Names and Date of Birth of Beneficiaries
- Next of Kin: Name, Contact, Relationship
- Oral Fluid Test (OFT) [i.e. HIV, Cocaine, Cotinine (Nicotine)] – I will provide
- Medicals (if applicable, at GL expense)
- Signed paperwork, we will prepare
- BIR# (registered annuity only)
- First premium: Payment made by use of our mobile point of sale device: Debit/ credit card or company cheque made to: Guardian Life of the Caribbean Ltd.
- A copy of valid ID card (front and back), or passport (picture page, if not Birth paper with middle names)
- Bank Account number and Bank for a deduction if not using Salary Deduction
- Utility bill or bank statement valid within last 3 months (to confirm your address), or Parent/ Spouse Utility bill, their ID, and signed Verification letter (see attached), or Landlord Utility bill, their ID, and signed Verification letter (see attached), a copy of the rental agreement and receipt
- Next of Kin: Name, Contact, Relationship
- Names and Date of Birth of Beneficiaries
- Signed paperwork, we will prepare
- A copy of valid ID card (front and back), or passport (picture page, if not Birth paper with middle names)
- First premium after approval: Payment made by use of our mobile point of sale device: Debit/ credit card or company cheque made to: Guardian Life of the Caribbean Ltd.
- A school letter is required every academic year for dependent children attending full time tertiary school from age 19 to attainment of age 25 (if applicable)
- Height & Weight and other personal health and family history information (see Application attached)
- Bank statement reflecting account number entered on application (valid within last 3 months), account type
- Utility bill or bank statement valid within last 3 months (to confirm your address), or Parent/ Spouse Utility bill, their ID, and signed Verification letter (see attached), or Landlord Utility bill, their ID, and signed Verification letter (see attached), a copy of the rental agreement and receipt
- Names and Date of Birth of a Beneficiary
- Next of Kin: Name, Contact, Relationship
- Signed paperwork (attached)
- Completed Proposal form signed by the insured (see attached)
- Copy of valid Drivers Permit and another form of ID (front and back), or passport (picture page)
- Certified copy of ownership/ Transfer chit/ agreement of sale
- Pro-former invoice
- Original No Claim Discount (NCD) letter from previous insurer
- Utility bill or bank statement valid within last 3 months (to confirm your address), or Parent/ Spouse Utility bill, their ID, and signed Verification letter (see attached), or Landlord Utility bill, their ID, and signed Verification letter (see attached), a copy of the rental agreement and receipt
- Valuation or Appraisal Report (For Fully Comprehensive)
- Proof of Anti-Theft device (For Fully Comprehensive)
- Full Premium – Please make cheque payable to ‘Guardian Life of the Caribbean Limited’
- Completed Homeguard Insurance Proposal Form completed and signed by the Insured
- A copy of valid ID card (front and back), or passport (picture page, if not Birth paper with middle names)
- Utility bill or bank statement valid within last 3 months (to confirm your address), or Parent/ Spouse Utility bill, their ID, and signed Verification letter (see attached), or Landlord Utility bill, their ID, and signed Verification letter (see attached), a copy of the rental agreement and receipt
- Valuation Report (If possible)
- Individual Customer Due Diligence Checklist completed and signed by the Agent
- First premium: Payment made by use of our mobile point of sale device: Debit/ credit card or company cheque made to: Guardian Life of the Caribbean Ltd.
- Bank Account number and Bank for a deduction (monthly payments)
- Audited Financial Statement for preceding 3 years (if under 3 years, letter from bank and Loan Agreement)
- Certificate of Incorporation
- List of Directors
- Signature from another Director for certain documents, other than Keyperson
- Letter from company approving Keyperson Insurance (e.g. At board meeting dated….. it was agreed upon the following Keyperson Insurance. Sample attached)
- Company Stamp
- If paying a loan – Loan Agreement
- Registered Office and/or Place of Business address. Utility bill from within last 3 months (to confirm your address), or Landlord Utility bill, their ID, and signed Verification letter (see attached), a copy of the rental agreement and receipt.
- Salary or Emolument Keyperson earned over the last 3 years
- Brief Description of duties, why is the company dependent on him/her
- Height & Weight and other personal health and family history information (see Application Prep attached)
- Estimate of Probable Financial Loss to the company in the event of the Keyperson
- A copy of valid ID card (front and back), or passport (picture page, if not Birth paper with middle names)
- Oral Fluid Test (O.F.T – test for HIV, cocaine, nicotine)
- Medicals (if applicable, at GL expense)
- Online application to answer a few personal and family health and history questions. I will administer.
- Sign paperwork (Declaration, Keyperson Questionnaire, etc.). I will prepare