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Underwriting Resources

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Express Underwriting Reference Guide

Basic underwriting requirements, build chart and what is automatically declined.

View Reference Guide

Underwriting Guidelines

Review of all Life product underwriting guidelines.

View Guidelines

Prescription Drug Exclusion List

List of medications that make a client ineligible for our Simplified Issues products.

View List

Automated Underwriting

Learn about our instant decision process.

View the Flyer

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