How Do I Submit a Direct Application?
If you have life insurance policies with cash value, you can start a direct application yourself, right from our website at www.inclined.com/apply.
Starting Your Application
- Go to inclined.com and click Start Application, or go directly to www.inclined.com/apply.
- Verify your email address.
- Confirm your eligibility by selecting the type(s) of life insurance policy you have and the carrier(s) that hold them.
If at least one of your policy types and carriers is eligible, you'll continue on to the rest of your application. If none of your combinations are eligible right now, you won't be able to continue — but you can come back and check again at any time, and nothing about your account is affected in the meantime.
Adding Your Advisor
As part of your application, you'll be asked about your financial advisor. If you know who they are, you can search for them by name or email and select them from the results. If you can't find them through our advisor search in the application, you can enter their information manually.
What Happens Next
Once you submit your application, our team will review it and reach out with next steps. If you provided an advisor we already know, this typically happens right away. If your advisor is new to us, it may take a little longer while we confirm their information before requesting the documents we need from them.
For Advisors
If you'd like to send a client a link to apply directly, share app.inclined.com/apply. We recommend sharing the email address you use for your Inclined Advisor Portal, if you have one, and asking your client to use it when they apply. This way, their application syncs automatically to your portal and doesn't require any additional verification on our end.
Have Questions?
If you have any questions about starting a direct application, please reach out to our Support Team at support@inclined.com.