Ethos Agent Playbook

Underwriting & Product Overview

13

TruStage™ Term Life

Term life insurance with increasing premium

Carrier

MEMBERS Life Insurance Company

Age 20–69 (age last)

Issue age

$15,000–$300,000

Coverage amounts

States available

Not available in New York

Monthly, quarterly, bi-annually, annually via ACH

Payment options

Underwriting criteria

Application questions and third-party evidence checks; 100% instant decision.

Standard Tobacco Standard Non-Tobacco

Underwriting classes

Average customer profile

Health

F inancial & credit history

V ehicle violations

G ood / fair / poor credit resulting in mid / high CBI score depending on age

For more information about our TruStage™ products, please visit our TruStage FAQs.

Average to fair healt h Not currently disabled

Not underwritten

Replacements

Unavailable

Convertible to whole life . Accelerated D eath Bene fi t at no additional cost (e x cept CA ) Ethos estate planning tools at no additional cost (e x cept S D , W A, A K , and LA). Annually renewable to age 8 0. Premiums are banded by fi ve-year age brackets and increase on the policy anniversary following when the insured ’ s ag e ends in 0 or a 5 (e.g. 25, 30) . Example: if the policy e ff ective date is J an 11, 2025 and your client turns 40 on April 1, 2025, their premium won ’ t increase until J an 11, 2026.

Available riders & perks

Premiums

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