MyMagna Application

1. To Do

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   In Progress

   Complete

   Profile First, tell us your personal and policy basics.

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   • Policy Holder
   • Second Insured

   Tell Us About Yourself All fields required.

   First Name

   Last Name

   Phone

   Email

   Date of Birth

   Gender Select One Female Male

   Name of Insurance Company Select One {{x.description}}

   Is this a group or individual policy? A group policy is a life insurance policy offered through your employer. An individual policy is a life insurance policy you purchased on your own.
   Select One Group Individual

   Zip Code

    I have read and consent to the Terms of Use.

   SAVE AND CONTINUE

   Tell Us About The Second Insured All fields required.

   Is there a second insured? YES YES, DECEASED NO

   First Name

   Last Name

   Phone

   Email

   Date of Birth

   Gender Select One Female Male

   Zip Code

   SAVE AND CONTINUE

2. To Do

   Incomplete

   In Progress

   Complete

   Health Authorize access to your health info.

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   What is your health status compared to others your age?

   Primary Insured: Second Insured:

   Serious Condition Much Worse Worse Little Worse Better / Same

   
   

   Please give Magna limited authorization to access your health information
   I have read and consent to the HIPAA Authorization

   Next

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   Register or Log In to MyMedicare.gov.

   If you know your MyMedicare.gov Login, click YES below and grant access to MedRecordsConnect, giving Magna a limited view into your medical history.
   
   If you need to create a MyMedicare.gov Login, click NO below and use your Medicare card to register.
   Then, return to this page and click YES to grant access to MedRecordsConnect.

   Primary Insured: Second Insured:

   Do you have your Medicare.gov username and password?

   Yes

   No

   LOG IN CREATE ACCOUNT

   

   Did you, , create your medicare.gov account?

   Yes, Log In

   No

   PENDING

   Approval can take up to 24 hours

   SUCCESS

   
   

   I cannot provide the information at this time.

   Continue

3. To Do

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   Complete

   Policy Upload your policy details.

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   Policy Details:

   Face Amount

   Policy Type Select One {{x.description}}

   Upload your in-force illustration for: A policy illustration projects current costs to prevent your policy from lapsing.

   Policy Number

     CHOOSE FILE

   Files must be less than 128MB
   Allowed file types: PNG, JPG, JPEG and PDF

   Uploaded Files

   • 
     Do you really want to do this?
     
     

     Yes

     No

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   I DON'T HAVE IT

   Two Ways To Request Policy Details From Your Life Insurance Carrier

   Option 1
   

   Call Your Life Insurance Carrier:
   Call your carrier and request an in-force illustration of your policy.

   Read the script provided so your carrier will provide the correct version of your in-force illustration.

   Call Your Life Insurance Carrier:
   Call your carrier and request a copy of your policy showing the term premium schedule extending to the maturity age of the policy.

   If your policy is still eligible to be converted, ask your carrier to provide the level death benefit showing level premium illustrations to maturity on all products that the policy can be converted to.

   Please have them run the illustrations using your current age.

   Call Your Life Insurance Carrier:
   Call your carrier and request they run a premium outlay to the maturity of the policy and include all current values.

   CALL NOW

   

   1. Call your life insurance carrier.

   2. Read this script to their representative:

      "Hello! My name is {{step1.insureds[0].firstName+" "+ step1.insureds[0].lastName}} and I need an in-force illustration of my policy. Please solve for minimum level premium to maintain the death benefit through maturity, solving for $1,000 of account value at maturity."

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   Why do I need to say this? Having your policy optimized this way helps Magna evaluate your policy structure to determine how much it is worth.

   CLOSE

   1. Call your life insurance carrier.

   2. Read this script to their representative:

      "Hello! My name is {{step1.insureds[0].firstName+" "+ step1.insureds[0].lastName}} and I'm requesting a copy of my policy showing the term premium schedule extending to the maturity age of the policy. If my policy is still eligible to be converted, please provide the level death benefit showing level premium illustrations to maturity on all products that the policy can be converted to. Please run the illustrations using my current age."

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   Why do I need to say this? Having your policy optimized this way helps Magna evaluate your policy structure to determine how much it is worth.

   CLOSE

   1. Call your life insurance carrier.

   2. Read this script to their representative:

      "Hello! My name is {{step1.insureds[0].firstName+" "+ step1.insureds[0].lastName}} and I need you to run the premium outlay to the maturity of my policy and include all current values. If my policy contains dividend options, please make sure to reflect how the premium option would affect the policy, meaning if the dividends are to be used for paid up additions to the death benefit then we want the carrier to reflect that or if the dividends are being used to reduce the premiums then we want the carrier to assume that when they run the premium outlay."

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   Why do I need to say this? Having your policy optimized this way helps Magna evaluate your policy structure to determine how much it is worth.

   CLOSE

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   Option 2
   

   Call Your Carrier With Magna:
   Schedule time with a Magna representative to call your insurance carrier together.

   Magna will lead the conversation with you.

   SCHEDULE A CALL

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   Please contact your agent A policy illustration projects current costs to prevent your policy from lapsing.

   Agent Name:

   
   

   Phone:

   
   

   Email:

   
   

   SHARE WITH AGENT

   SAVE

REVIEW APPLICATION

Review Your Application

Profile

Tell Us About Yourself

First Name

First Name

Last Name

Last Name

Phone

Phone

Email

Email

Date of Birth

Date of Birth

Gender

Gender

Zip Code

Zip Code

Tell Us About Your Policy

Name of Insurance Company

Name of Insurance Company

Policy Number

Policy Number

Is this a group or individual policy?

Is this a group or individual policy?

Face Amount

Policy Type

Tell Us About The Second Insured

Is there a second insured?

First Name

First Name

Last Name

Last Name

Phone

Phone

Email

Email

Date of Birth

Date of Birth

Gender

Gender

Zip Code

Zip Code

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Health

You have granted us limited access to your health info.

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Policy

Uploaded Files

Your health data authorization is in progress. Approval can take up to 24 hours.

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