Ethos Agent Playbook

11

Underwriting & Product Overview

Ethos Term Life – Prime (Continued)

Health

Financial & credit history

Vehicle violations

Valid license not currently suspended or revoked. No major violations within 5 years: DUI/DWI, reckless driving, speed >90mph, accident resulting in injury, driving while license suspended. Few to no minor violations within 3 years: speeding <90mph, accident not resulting in injury, careless driving

Average customer profile

Excellent/good health with few to no chronic conditions. Any existing chronic conditions are consistently well controlled and receive regular follow-up care.

Please see the for detailed condition-specific ratings and knockout conditions. Ethos Field Underwriting Guide

Excellent/good credit resulting in low/mid CBI score depending on age

Replacements

Available

Conversions

Available

Annual policy fee

$76 ( included in premium, non-commissionable )

Accelerated death benefi t Ethos estate planning tools at no additional cost ( except S D, WA, A K , and L A )

Available riders & perks

M ultiple of annual household income : Under 30: 4 0 x

30 – 39: 35 x 4 0 –4 9: 2 5 x 50 – 59: 2 0 x 6 0 –6 5: 10x

Face amount eligibility

Based on household incom e Coverage amount cannot be greater than spouse ’ s total of insurance in-force and applied for

Financial q ualifications

Non-working spouses

Retired

M aximum coverage: $ 500k

S ingle graduate students

M aximum coverage: $ 500k

S ingle undergraduate students

M aximum coverage: $2 50k

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