Ethos Agent Playbook

Underwriting & Product Overview

11

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

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 benefit Ethos estate planning tools at no additional cost (except WA & SD)

Available riders & perks

Financial qualifications

Face amount eligibility

Multiple of annual household income: Under 30: 40x

30–39: 35x 40–49: 25x 50–59: 20x 60–65: 10x

Non-working spouses

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

Retired

Maximum coverage: $500k

Single graduate students

Maximum coverage: $500k

Single undergraduate students

Maximum coverage: $250k

Made with FlippingBook - professional solution for displaying marketing and sales documents online