TruStageTM Life Underwriting Guide

2

Product Eligibility Guidelines

Prior to running the health underwriting rules, we have a series of automatic checks in place to determine if the applicant is eligible for the coverage they are applying for. Each of these eligibility checks is explained below.

Age & Face Amount Limits

TruStage TM Advantage Whole Life (TAWL)

Issue Age

Minimum Face Amount

Maximum Face Amount

18-70

$5,000

$100,000

71-75

$5,000

$50,000

76-85

$5,000

$25,000

TruStage TM Simplified Issue Term Life Band 1 (SIT-B1)

Issue Age

Minimum Face Amount

Maximum Face Amount

25-69

$5,000

$100,000

TruStage TM Simplified Issue Term Life Band 2 (SIT-B2)

Issue Age

Minimum Face Amount

Maximum Face Amount

18-69

$101,000

$300,000

TruStage TM Guaranteed Acceptance Whole Life (GAWL)

Issue Age

Minimum Face Amount

Maximum Face Amount

45-80

$2,000

$25,000

Insurance | Investments | Technology

TruStage ™ Simplified Issue Term Life Insurance is issued by CMFG Life Insurance Company. This is a term policy to age 80 that has premiums that increase when entering each five-year band: 25, 30, 35, 40, 45, 50, 55, 60, 65, 70, and 75. Base Form Numbers for coverage under 100k: ICC16-A10a-039, A10a-039- 2016 & over 100k ICC17-SIT-2, 2017-SIT-2. TruStage ™ Guaranteed Acceptance Whole Life Insurance is issued by CMFG Life Insurance Company. Death benefit is limited the first 2 years of the policy and is limited to a return of 100% of premiums, plus 10%. Base Form Numbers: ICC16-GAWL, 2016-GAWL. TruStage ™ Advantage Whole Life Insurance is issued by MEMBERS Life Insurance Company. Base Form Numbers: ICC20-WLMLIC, 2020-WLMLIC. The insurance offered is not a deposit, and is not federally insured, sold, or guaranteed by any depository institution. Product and features may vary and not be available in all states. Corporate Headquarters: 5910 Mineral Point Road, Madison, WI 53705. © TruStage

TAWL, GAWL, SIT1, SIT2-6483292.1-0324-0426

For Internal use only. Not to be shown or distributed to the public.

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