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Preferred Life Underwriting for Critical Illness Insurance

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Presentation on theme: "Preferred Life Underwriting for Critical Illness Insurance"— Presentation transcript:

1 Preferred Life Underwriting for Critical Illness Insurance
Assurity Life Insurance Company proudly presents 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.

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!* Hi, I am Ken Smith, Director of Health Products with Assurity. Over the last few years, we have had discussions about the reasons your clients need both life insurance and critical illness insurance. Depending on age your clients are 4x times likely to suffer a Critical Illness before age 65 than they are to die die. I am excited to announce we just made it easy for you to sell Critical Illness. As part of our commitment to you we are pleased to announce if your client has qualified for preferred life with an approved company, we will use that underwriting for $50,000 - $100,000 of fully underwritten critical illness protection. Remember this plan covers 21 conditions. 98% of your preferred life clients will qualify as standard for critical illness protection. *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
Step 1 Critical Illness application must be submitted within 6 months of preferred life exam. Step 1: To be eligible, your client must apply within six months of completing a medical exam.

4 Preferred Life Underwriting for Critical Illness
Step 2 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: Preferred life must be issued with one of the following companies: AXA Genworth Hancock ING Lincoln Financial Lincoln Benefit Met Life (Elite and Elite+) Mutual of Omaha Ohio National Principal Protective Prudential Transamerica

5 Preferred Life Underwriting for Critical Illness
Step 3 Preferred Life Underwriting for Critical Illness Complete Application Complete Critical Illness Product Section Complete Critical Illness Health Section Step 3: Complete page 1 of the application; the critical illness product and health sections.

6 Preferred Life Underwriting for Critical Illness
Step 3 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
Step 3 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
Step 4 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: Send the completed app with a copy of a medical exam and schedule page from the preferred life policy.

9 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. In conclusion, we have made fully underwritten CI simple and easy, if you have any questions contact the new business contact center, your regional sales manager or coordinator. 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.


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