Ethos Agent Playbook

13

Underwriting & Product Overview

TruStage™ Term Life

Term life insurance increasing premium

Carrier

CMFG Life Insurance Company

Issue age

Age 20–69 (age last)

Coverage amounts

$5,000–$300,000 annually renewable to age 80

Premiums

Increasing every 5 attained ages

States available

Not available in New York

Payment options

Monthly, quarterly, bi-annually, annually via ACH

Underwriting criteria

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

B and 1 : $5,000–$100,000 combined Non-Tobacco / Tobacco rating (single risk class)

Underwriting classes

B and 2 : $150,000–$300,000 separate Non-Tobacco and Tobacco rates

Average customer pro fi l e

Health

Financial & credit history

V ehicle violations

Good / fair / poor credit resulting in mid / high C B I score depending on age

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

Average to fair health. Not currently disabled.

Not underwritten

R eplacements

Unavailable

Annual policy fee

B and 1 : $30 / B and 2 : $60 (included in premium, non-commissionable)

Convertible to whole life . E thos estate planning tools at no additional cost (e x cept S D , W A, A K , and LA).

Available riders & perks

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