Client Status Cheat Sheet

for Agents

Licensed life agents only. Agents are required to act within the scope of their license. Commissions are payable to licensed life insurance agents only. Do not distribute.

Unissued

Portal Status

What does this mean?

What actions can you take?

This policy is in process of being reissued with new contract terms. This typically happens when the policy owner wants to make a change within the free look period without reapplying.

Unissued

No action required.

Unknown

Portal Status

What does this mean?

What actions can you take?

Email ethosforagent@getethos.com or call (415) 797-0864 for help!

Unknown

This status could indicate an unusual error.

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.

GEN-5592875.1-0323-0425

agents@getethos.com

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