Offer Life Quotes During Endorsements (use this when a customer DOES NOT have life insurance) It is now easier to introduce life insurance to existing customers during an endorsement (i.e., adding a driver, adding a car, adding a mortgagee, etc.) in Alliance. Step Customer DOES NOT have Allstate life insurance 1 Critical first step — Just Ask! Reference help text for suggested sales language on how to offer life insurance (When you click on“help icon (?)” you will see) 2 Offer a life insurance quote 3 Close/Refer Link to accessallstate to customize the Allstate Basic Term SM or TrueTerm SM quote and close the sale 4 Submit Application Submit the Life Application via App On-Line (AOL) Additional Resources n Conducting Customer Review n Li fe On-Line Microsite n Learn How to Register on AA.com Review and select quick quote options and proceed with completing endorsement Options available n App On-Line will be prefilled with customer and quote information if the process is followed correctly. *Non-life licensed support staff will only see “Refer to Financial Specialist” or “No Thanks”. Questions: Call The Allstate Financial Wholesaling Team (800) 856-0934. Pre-sales help, Option 1 Allstate Basic Term SM is a term life policy (LU10987 series in most states) issued by Allstate Life Insurance Co., Home Office, Northbrook, IL. Available riders include the Accelerated Benefit Rider for Terminal Illness (LU10990 series). In New York, Allstate Basic Term SM is a term life insurance policy (NYLU769 series) issued by Allstate Life Insurance Co. of New York, Hauppauge, NY, a wholly-owned subsidiary of Allstate Life Insurance Co., Northbrook, IL. Available riders include the Accelerated Death Benefit for Terminal Illness (NYLU745 series). See rider for terms, conditions and restrictions. Subject to state availability. TrueTerm SM is a term life insurance policy issued by Lincoln Benefit Life Company, Home Office, Lincoln, NE. TrueTerm is available with contract series LP0600-1. Lincoln Benefit Life Company is a wholly owned subsidiary of Allstate Life Insurance Company, Home Office, Northbrook, IL. In New York, TrueTerm SM is issued by Allstate Life Insurance Company of New York, Hauppauge, NY (contract series NYLU757-1). SALES PROCESS STEPS For Broker-Dealer or Agent Use Only — Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material. ©2013 Allstate Insurance Company, Home Office, Northbrook, IL accessallstate.com (03/13) FIN2523