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Preferred Life Underwriting for Critical Illness Insurance

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* Step 2: Preferred life must be issued with one of the following companies: AXA Genworth Hancock ING Lincoln Financial Lincoln Benefit Met Life ... – PowerPoint PPT presentation

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Title: Preferred Life Underwriting for Critical Illness Insurance


1
Preferred Life Underwriting for Critical Illness
Insurance
Assurity Life Insurance Companyproudly presents
Policy Form Nos. I H0820 or CI 007. Product and
rider availability, features and rates may vary
by state. 15-526-02241 (Rev.1/18/13)
FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS.
2
Preferred Life Underwriting for Critical Illness
  • We made selling CI easier!
  • If your client qualified for preferred life
  • with an approved company,
  • he or she may be eligible for
  • 50,000 - 100,000
  • of fully underwritten Critical Illness
    Insurance!

Underwriting may occur in certain situations,
e.g., family history admitted on the CI medical
page of the application.
3
Preferred Life Underwriting for Critical Illness
  • Critical Illness application
  • must be submitted within
  • 6 months of preferred life exam.

4
Preferred Life Underwriting for Critical Illness
  • Applicant must have qualified for preferred life
    with an approved company
  • American General
  • AVIVA
  • AXA
  • Banner
  • Genworth
  • ING
  • John Hancock
  • Lincoln Benefit Life
  • Lincoln Financial
  • Met Life (Elite Elite only)
  • Minnesota Life
  • Mutual of Omaha
  • North American
  • Ohio National
  • Principal
  • Protective
  • Prudential
  • Transamerica

5
Preferred Life Underwriting for Critical Illness
  • Complete Application
  • Complete Critical Illness Product Section
  • Complete Critical Illness Health Section

6
Preferred Life Underwriting for Critical Illness
  • Complete Application
  • Complete Critical Illness Product Section
  • Complete Critical Illness Health Section

7
Preferred Life Underwriting for Critical Illness
  • Complete Application
  • Complete Critical Illness Product Section
  • Complete Critical Illness Health Section

8
Preferred Life Underwriting for Critical Illness
  • Send completed application
  • with a copy of the medical exam
  • and schedule page from the preferred life policy.

9
Thats it! If you have any questions, contact
Assurity at (800) 276-7619. Ask for your
regional sales team or the new business contact
center.
Policy Form Nos. I H0820 or CI 007. Product and
rider availability, features and rates may vary
by state. 15-526-02241 (Rev. 1/18/13)
FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS.
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