Transamerica: New Underwriting Guide Available
Spring is the time of renewal, so it’s a great time to make sure you have the most recent version of our Field Underwriting Guide, which came out last week. Familiarity with the contents of the guide helps improve client expectations and leads to higher probability of policy placement. Helpful information includes:
• Easy to understand underwriting evidence criteria
• Medical conditions that require the inclusion of medical records
• Guidance on medical histories with a combination of conditions (co-morbidities)
• Guidance on stability periods and class ratings
• Listing of uninsurable medications and conditions