Underwriting Concierge Program, Application Request
MEDICAL EXAM OPTIONS
- Personal Physician
- Recent Examination*
- Gender Specific
- Location Specific
FINANCIAL OPTIONS
- Contact CPA
- Contact Attorney
- Contact Options
PHYSICIAN RECORDS
- Orders coded as VIP and Handled by PSF Special Order Team
We have the utmost respect for your client relationships. This is why
we partner with financial firms and individual advisors to provide life insurance solutions. Our goal is to provide you and your clients appropriate recommendations with clear expectations of the process. The medical underwriting process can present challenges if expectations and communications are not clear. We recommend the advisor have a discussion with the Concierge Underwriting Team before any requirements are initiated to ensure you and your clients expectations can be managed.
*Additional Testing may Be Needed