Ethos Choice with Living Benefits Training Slides

For Agent Use Only

Other UW decisions Adjusted offer with living benefits Client is able to adjust coverage amount and term length

Manual underwriting 5-10% of cases. Payment info is required to continue

Adjusted offer without living benefits Client is able to adjust coverage amount and term length

● Detailed EHR, ETI & APS status updates ● Available on portal home page, Customer pages and via proactive agent & client email/SMS ● Info includes next steps, timeframe & any action needed If your client is declined, youʼll receive an email encouraging you to invite the client to apply for TruStage™ Term Life.

ethos.com

17

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