The tools below can get you on the right track and provide direct access to our life department. Please contact us with any questions.
Risk Assessment/Fact Finder – Life Insurance is about protecting the things that are important to your clients. When considering Life Insurance for your client, you must think about their health and ask these questions.
- Fact Finder – PDF of typical underwriting conditions including health and avocations to ask the prospect
Questionnaires – If your client has any known health issues or avocations please look through the questionnaires and have your client fill it out.
XRAE – A multi-carrier field underwriting and quick quote management tool for you use!
Product Search – I-Pipeline search of Premier Life companies term & GUL products available with product descriptions and underwriting information
Exam Carriers – Our Paramed participants
Charts – PDF Grids comparing PLA companies underwriting factors listed below:
- Preferred Build Chart
- Standard Build (includes a listing of maximum insurable build)
- Income Replacement
- Blood Pressure/Cholesterol
- EKG Paramed
Lab Definitions – Understanding the lab test results and what the insurance company tests: