Skip to main content

Underwriting Resources Toolkit

Find underwriting requirements, guides to help you understand the underwriting process and set expectations, and more.

  • Product Guide  — Find product details, underwriting requirements, an occupation class guide and more.
  • Administrative Guide  — Find more info about new business, in force and future increase option processes.
  • Underwriting Guide  — Find details about covered conditions and underwriting requirements
  • Simplified Underwriting  — The Standard offers a simplified approach to underwriting Platinum Advantage and Business Overhead Protector® applications if certain criteria are met.
  • Income Documentation Requirements  — See required proof of income for applications.
  • Medical Underwriting Requirements  — Find out if your applications require labs or physical measurements.
  • Who to Contact  — Find out who to contact for application, underwriting and service needs.

Marketing Resources Toolkits

We’ve grouped resources to provide information and marketing materials by subject.
Jump back to top