October 5, 2023
Important Underwriting Guideline Change
We have updated some of our UW guidelines regarding when medical records are required, and when the financial questionnaire is required.
Important Changes:
- Ages 18-40: medical records are no longer required as a routine age and amount requirement on cases $5 million or less.
- All ages: Financial Questionnaire (Form 1392) only required on cases over $5mil.
- Financial documentation has not changed for premium financed cases.
- NY cases still require this form due to Reg 187 requirements.
Drive Your Life Business
This chart will assist you in expediting the underwriting process.
[bs_button size=”md” type=”info” value=”Getting Started with Underwriting Quotes” href=”https://agentblog.nationallife.com/wp-content/uploads/2022/04/Getting-Started-with-XRAE-v3.3.pdf”]
Ready. Set. Go to the Agent Portal now!
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Reminder: UnderwritingQuotes@nationallife.com email box is NOT an active email
