Your firsthand knowledge of the applicant is a crucial ingredient to good field underwriting.
Client Name:
Occupation & Duties:
How long employed in same occupation?
You are a key in the underwriting process
Self Employed?
Yes
NO
Work from Home?
No
Tobacco User?
Annual Earned Income/Net Income for Self-Employed
Prior Year's Taxable Income:
Plan Design:
Elimination Period?
30
60
90
180
1 yr
5 yr
Age 65
Benefit Period?
2 yr
10 yr
Benefit Amount?