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Impairment Questionnaires

When it comes to case design, a comprehensive list of the client’s health history is one of the most valuable tools we have. We can construct an effective estate plan for a client, but if they cannot qualify for life insurance due to their health history then the case cannot move forward. These questionnaires to be completed by your clients will help us assess their current and past health history. This will help not only with case design but will also help provide realistic expectations for the client’s potential coverage amounts and future premiums.

Available Files

Option: Show Details
     Life Insurance
               Product Brochures
               Policy Specs
               Medical Requirements & Guidelines
               Impairment Questionnaires
               Carrier Specific Niche Impairment UW
               Table Shave & Lifestyle Credit Programs
               MetLife Rapid eUnderwriting
               Jumbo Case Submission Tips
               Wait & See Estate Planning Technique
               Policy Review
               Concentrated Stock Position
               Quit Smoking Incentive
               External Term Conversion
          Linked Benefit Products (LTC)
               Lincoln Financial MoneyGuard Reserve
               John Hancock LifeCare
               West Coast Life ExtendCare

Call today to see how the Aaron Advantage can help you achieve your goals.