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UNDERWRITING

 

UNDERWRITING

Underwriting Grids & Product Tables

 

UNDERWRITING GUIDE - TERM & UL

Print and laminate to keep in insurance bag. 

Click here for Worksheet

UNDERWRITING GUIDE - WHOLE LIFE

Print and laminate to keep in insurance bag. 

Click here for Worksheet

HIEGHT & WEIGHT CHART - TERM & WHOLE LIFE

Print in color and laminate to keep in insurance bag. 

Click here for Worksheet

HEIGHT & WEIGHT CHART - WHOLE LIFE

Print in color and laminate to keep in insurance bag. 

Click here for Worksheet

PRODUCT TABLE - TERM & UL

Print and laminate back to back with Whole Life Worksheet, use with dry erase marker while in home to eliminate carriers your client will not qualify for so you can focus on the companies that will work for your client. 

Click here for Worksheet

PRODUCT TABLE - 
WHOLE LIFE

Print and laminate back to back with Term & UL Worksheet, use with dry erase marker while in home to eliminate carriers your client will not qualify for so you can focus on the companies that will work for your client. 

Click here for Worksheet