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Risk Assessment

Risk Assessment Tools

Final Expense Grid

Whole Life Underwriting Grid
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* In-home Concierge GroupMe is only for product & underwriting questions when agent is currently meeting with a client.

Only Equis RMs and Elite Producers are to respond to these queries.

Equis Agent Concierge
1-937-949-4618

Carrier Underwriting Guides

Foresters GPM CFG Americo American Amicable

American Amicable

American Amicable Underwriting
  • Final Expense Application Questions are your Underwriting Guide.
Assurant/AML          Mutual of Omaha    Transamerica CVS/Aetna

Assurant/AML         

Assurant/AML Underwriting
  • Final Expense Application Questions are your Underwriting Guide

Mutual of Omaha   

Mutual of Omaha Underwriting Guides

Transamerica

CVS/Aetna

CVS/Aetna Underwriting
  • Use Online Application for eligibility.
F&G Life Columbus Life    National Life Ameritas

F&G Life

F&G Life Underwriting Guides

Columbus Life   

Columbus Life Underwriting Guides
  • Coming Soon

National Life

NLG/LSW Underwriting Guides

Ameritas

Ameritas Underwriting Guides
Aetna/CVS

1-866-272-6630
Option 4

American Amicable

1-254-297-2102
Option 1, 1, 1

Americo

1-800-366-6565

Ameritas

1-800-390-2361

AML/Assurant

Phone Interview
1-888-842-2266

CFG

1-800-423-9765

F & G

1-800-445-6758
Option 1, 2

Foresters

1-866-466-7166
Option 2

PlanRight PHI

1-866-844-9276

GPM

uwrisk@gpmlife.com

1-201-357-2299

Mutual of Omaha

1-800-775-7896

National Life

underwritingquotes
@nationallife.com

1-800-906-3310
Option 1, 1

Transamerica

1-800-535-1325