Other Requirements

What else is needed?

After receiving your formal application, the insurance company typically requires a personal history interview, to verify your application information.

Also based upon your formal application, the insurance company may deem it necessary to access your medical records. This would be in addition to obtaining test results from your life insurance exam - if an exam is required.

In addition, the company might require additional financial or medical questionnaires. In this case, we will promptly forward the questionnaires to you, along with instructions on completing them and returning them to us.

As always, we will walk you through the process step by step, so that you will never be in the dark regarding your requirements.