How to Get a Group Proposal...

To prepare a group proposal we need:

1.) Age or Date of Birth

2.) Gender

3.) Salary (for disability or salary plans only)

4.) Job Title

5.) 3 years experience for:

• STD if 100 or more lives
• LTD if 300 or more lives
• Life if 1,000 or more lives

6.) Any other information you can provide is helpful (copy of current plan, rates, etc.)
To assist you in the organization of this data, we have an Excel spreadsheet available for your use. Click here to download this spreadsheet. (Microsoft Excel required).

You may request a proposal several ways:

Mail: United Heritage
Group Department
P.O. Box 7777
Meridian, Idaho 83680-7777
Fax: 800-240-9734
Phone: 800-657-6351
Email: groupbenefits@unitedheritage.com

Contact: Shane Nelson
Vice President, Group
Phone: 208-493-6122
Fax: 208-493-6222
email: snelson@unitedheritage.com