Underwriting Resources

Welcome to our private resource center

Below you will find helpful documents and links to assist in choosing the best carrier for your client.
As always, call or text me if you need any help at all.

1. Underwriting Resources
Download these PDFs to your own device by clicking on the title.
I use these with almost every client … unless they’re totally healthy.
In that case… that’s just easy and I pick the carrier that gives them the most value for their dollar.

FE_Grid_SheetDownload
term_grid_sheetDownload
Final-Expense-UW-Cheat-SheetDownload
Aetna_drugListDownload
Moo_Medications_guideDownload
MOO_Build_HW_chartDownload