Underwriting Resources Toolkit

MARKETING RESOURCES TOOLKITS

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

Underwriting   Application

In-Force/Service Needs   Physicians

Business Owners    Attorneys

Residual Riders    Family Care Benefit

Benefit Increase Rider

 

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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.

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.