Life Insurance Underwriting
Helping clients achieve the best rating possible and having more time to sell is easy when you take advantage of our valuable programs and services. Couple that with competitive turnaround times, ready access to your underwriter and dedicated case managers, and you have an underwriting experience that’s just right.
- Underwriting Guide (BB10009) (PDF)
- Request Part B
- Underwriting Overview Presentation (36:45)
- Business Solutions Enhanced Underwriting (BB12544) (PDF)
Don’t forget to request our Accelerated Underwriting for clients Standard and better.
Our Underwriting Guide provides a convenient overview of services, impairments information, programs and guidelines.
- Attending Physician Statements (APS)
- Capacity, Auto Bind and Jumbo Limits (PDF)
- Foreign National and Foreign Resident Guidelines (PDF)
- Guaranteed Issue and Simplified Issue
- Medical Information Bureau (MIB) Sheets
- Risk Assessment – Adverse Action
- Risk Assessment – Non-Medical
- Routine Requirement Charts
- Contact your home office underwriter or call 800-654-4278.