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Preferred Life Underwriting for Critical Illness Insurance Policy Form Nos. I H0820 or CI 007. Product and rider availability, features and rates may vary.

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Presentation on theme: "Preferred Life Underwriting for Critical Illness Insurance Policy Form Nos. I H0820 or CI 007. Product and rider availability, features and rates may vary."— Presentation transcript:

1 Preferred Life Underwriting for Critical Illness Insurance Policy Form Nos. I H0820 or CI 007. Product and rider availability, features and rates may vary by state (Rev.1/18/13) FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS. Assurity Life Insurance Company Assurity Life Insurance Company proudly presents

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. Step 1

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 Step 2

5 Preferred Life Underwriting for Critical Illness –Complete Application –Complete Critical Illness Product Section –Complete Critical Illness Health Section Step 3

6 Preferred Life Underwriting for Critical Illness –Complete Application –Complete Critical Illness Product Section –Complete Critical Illness Health Section Step 3

7 Preferred Life Underwriting for Critical Illness –Complete Application –Complete Critical Illness Product Section –Complete Critical Illness Health Section Step 3

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. Step 4

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


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