APPLY
LOGIN

HOW TO FIGURE OUT WHAT TO WRITE

Step 1: Check the Cheat Sheets

Step 2: Check Underwriting Guides Below

Step 3: Check Application Health Questions

Step 4: Ask #Underwriting-Genie

Step 5: Still Unclear, Call Your Manager

Term Cheat SheetBest for Mortgage Protection or High Face Amounts
Final Expense Cheat SheetBest for Seniors and Low Face Amounts
Quote The ClientHot links to all the agent quoting links

underwriting guides

Americo

  • Eagle Prescription Guide
  • Eagle Application Questions
  • HMS 150 Agent Guide
  • Term Underwriting Guide

AIG - American General

  • GIWL Producer Guide

  • SIWL Producer Guide

Mutual of Omaha

  • Underwriting Guide
  • Whole / Term Prescription Guide

Prosperity

  • Application Questions

  • Final Expense Underwriting Guide

  • Plan Options

  • Final Expense Brochure

  • Convertible Term

  • Term Knockout Guide

American Amicable

  • Whole Life Underwriting Guide
  • Home Protector Term Guide
  • Easy Term Agent Guide

Aetna


  • Producer Guide

  • Quote Enroll Training

  • Final Expense Underwriting FAQs

  • Final Expense Prescription Guide


John Hancock


  • Vitality Term Qualification Guide

  • E-App Education Flyer


Transamerica


  • Prescription Look Up

  • Whole Life Underwriting Guide

Velocity Copyright 2025 -- All Rights Reserved

Phone: 832-402-4793 Email: colby@reiclientservices.com