Policy Servicing Guide

Policy Servicing Guide How to make changes and updates to client policies

We offer face amounts up to $2M and coverage for everyone age up to 85. For a comprehensive view of Ethos, including our products, carriers and industry innovation, please see our Ethos Playbook for Agents.

Ethos F inal E x pense Tru S tage ® Term Life

Tru S tage ® A dvantage W hole Life

C MFG Life Insurance Company Tru S tage ® G uaranteed A cceptance W hole Life

Ethos Term Life

Products

Ethos Term Life - S elect

Ethos Term Life - S pectrum

Ethos Term Life - Prime

Banner Life Insurance Company

C MFG Life Insurance Company

M E M BE RS Life Insurance Company

Banner Life Insurance Company

A meritas Life Insurance Corp .

S enior Life Insurance Co .

Carrier

Policy servicing details For details on policy servicing, please visit our Help Center . here Clients can make the following changes in the Ethos Client Portal: Change payment methods Update beneficiariev Download application and policy packetv Review invoices Changes must be made by the client rather than the agent. Clients must call TruStage® directly at (855) 591-9026, or call alongside the agent. The carrier will not allow agents to make changes directly to the policy.

TruStage® Insurance products and programs are made available through TruStage Financial Group, Inc. Life insurance is issued by CMFG Life Insurance Company. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by any depository institution.

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