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UNDERWRITING GUIDE FAMILY HISTORY GENERAL INFORMATION Agent Name:___Client Name:___UNDERWRITING QUESTIONS PARENT 1AliveIs this your birth parent:Deceased Unknown Notate of death ___ / ___ / ___ Gender:
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Gather all necessary personal information such as age, gender, occupation, and health history.
02
Complete the application form accurately and truthfully.
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Prepare for a medical exam if required.
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Submit any additional documents requested by the insurance company.
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Wait for the underwriting process to be completed.

Who needs life insurance underwriting what?

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Anyone looking to purchase a life insurance policy may need to undergo underwriting to determine their risk level and premium rates.
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Life insurance underwriting is the process of evaluating the risk of insuring a person's life.
Insurance companies are required to file life insurance underwriting information.
Life insurance underwriting is filled out by collecting information on the person to be insured and assessing their risk profile.
The purpose of life insurance underwriting is to determine the risk of insuring a person's life and set the appropriate premiums.
The information reported on life insurance underwriting includes personal information, medical history, and lifestyle habits of the person to be insured.
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