UNDERWRITING GRIDS

WHOLE LIFE GRIDS

Print in color and laminate to keep in insurance bag. 

TERM & UL  GRIDS - Simplified 

Print in color and laminate to keep in insurance bag. 

HEIGHT & WEIGHT CHART
Simplified Issue Term & UL

Print in color and laminate to keep in insurance bag. This document defines height and weight requirements by carrier. 

PRODUCT TABLE

TERM  & UL PRODUCT TABLE

Print and laminate back to back with Whole Life Worksheet, use with dry erase marker while in home to eliminate carriers client will not qualify for so you can focus on companies that will work for client.

WHOLE LIFE PRODUCT TABLE

Print in color and laminate back to back with Term Life Worksheet, use with dry erase marker while in home to eliminate carriers client will not qualify for so you can focus on companies that will work for client.