Let us know if you need help locating the questionnaire.  The Document Center located in the Library found under the Resource Centre has specific questionnaires for many scenarios that you can use to guide you through the questions to ask your client.  The more detailed information you provide during an inquiry helps an underwriter provide you the information you will need to present to your client or prospect.

Once the information is available, provide us with as much information as possible (without identifying the client), all we need is the age, sex and smoker status. It is also helpful to know the type of insurance and amount you are seeking (i.e. life, term, DI, CI, LTC, etc.).

We will survey our carriers and provide you with the underwriter's response, including whether an application will be accepted.