ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMANAOAPAQAR
1



MATRIX


AMAM
Express Term
(18-75)
AMAM
Home Certainty Term & Express UL
(20-75)
AMAM
Dignity Solutions
Whole Life
(50-85)
AMAM
QSFP
Whole Life
(50-85)
AMAM
Term Made Simple
(20-75)
Americo
HMS 100, 125,
& CBO Term
(20-75)
IUL
(20-65)
Americo Eagle Select Whole Life
40-85 (nonsmoker)
40-80 (smoker)
Corebridge GIWL
(50-80)
Corebridge SimplyNow Legacy (graded) and Max (level) SIWL
(50-80)
Fidelity &
Guarantee
Pathsetter IUL
(0-65)

Fidelity & Guarantee Quantum IUL (0-60)
Foresters
Strong Foundation Term
Smart UL
(18-80)
Foresters Plan Right Whole Life
50-75 (eApp)
76-85 (In Person Wet Sign Req)
LGA/Banner Life
QLT Term Plus
MOO Critical Advantage
(18-89)
MOO
Term Life Express
IULE
(18-75)
MOO Living Promise
Whole Life
(45-85)
National Life Group
Term
EIUL
(18-85)
Royal Neighbors
Ensured Legacy
Final Expense
SBLI
EasyTrack Digital Term
(18-60)
Transamerica
Final Expense
Express
Transamerica Immediate Solutions
Whole Life
(0-85)
UHL Simple Term
(20-60)
UHL
Whole Life
(20-80)
2
Agent GuidesExpress TermHome CertaintyDignity SolutionsDrug Exclusion ListTerm Made SimpleAmerico Term Agent GuideEagle SelectN/ASIWL
SIWL Knockout Questions
PathsetterQuantum
Quantum Prescreening
Strong Foundation
Diabetes Calculator
Plan RightQLT Term PlusMOO Critical AdvantageMOO Agent Guide
Drug Exclusion
Living PromiseNLG/LSW Term/EIUL
Ensured Legacy
SBLI TermFinal Expense ExpressImmediate SolutionsUHL TermUHL Whole Life
3
Carrier WebsitesAMAMAMAMAMAMAMAMAMAMAmericoAmericoCorebridgeCorebridgeF & GF & GForestersForestersLGA MOOMOOMOONLGRoyal NeighborsSBLITrans AmTrans AmUHLUHL
4
Phone Number1-800-736-73111-800-736-73111-800-736-73111-800-736-73111-800-736-73111-800-231-0801

1-800-321-0801

1-877-399-77471-877-399-77471-800-445-67581-800-445-67581-866-466-71661-866-466-71661-833-520-21311-800-775-78961-800-775-78961-800-775-78961-800-732-89391-800-770-4561(855)-642-0023
(Sales Support)
(888)-224-7254
(Agent Support)
1-877-454-47681-877-454-47681-800-428-30011-800-428-3001
5
E Apps
AMAM
AMAMAMAMAMAMAmerico Part 1Americo Part 2Corebridge
Corebridge Text
Corebridge
Corebridge Text
F&G Part 1
F&G Part 2
F&G QuantumStrong FoundationPlan RightLGA Banner QLT Term PlusCritical
Advantage
MOO AD
MOO AD Text
MOO Part 1
MOO Part 2
MOO Text 1
MOO Text 2
NLG/LSWRoyal NeighborsTrans Am
UHL Part 1
UHL Part 2

UHL Text 1
UHL Text 2
6
7
Miscellaneous Info
8
9
Declines Reported?NO report for declines.
They report flagged cases
NO report for declines.
They report flagged cases
NO report for declines.
They report flagged cases
NO report for declines.
They report flagged cases
NO report for declines.
They report flagged cases
NOT REPORTEDNOT REPORTEDCondition will be flagged,
Decline not reported.
Condition will be flagged,
Decline not reported.
Condition will be flagged,
Decline not reported.
Condition will be flagged,
Decline not reported.
Decline is not reported.
Application is reported.
Decline is not reported.
Application is reported.
Decline is not reported.
Application is reported.
Will flag the condition.
Carriers will not report what
offers are made
Will flag the conditionNOWill flag the condition.
Carriers will not report what offers are made
Will flag the condition.
Carriers will not report what offers are made
Submitted App-YESSubmitted App-YES
10
Docusign?NO for apps. YES for endorsements NO for apps. YES for endorsements NO for apps. YES for endorsements NO for apps. YES for endorsements NO for apps. YES for endorsements YES- only with Docusign
account. Must include Docusign certificate.
YES- only with Docusign
account. Must include Docusign certificate.
YES- Must include Docusign certificate.YES- Must include Docusign certificate.No- only on additional forms needed after the application is submitted.No- only on additional forms needed after the application is submitted.YES- Must include Docusign certificate.YES- Must include Docusign certificate.YES- Must include Docusign certificate.YES- Must include Docusign certificate.NONOYES- Must include Docusign certificate.YES- Must include Docusign certificate.NONO
11
Paramed VendorsN/AN/AN/AN/AN/AN/AN/AN/AAmerican Para Professionals (APPS)
1-800-635-1677

ExamOne 1-877-933-9261

N/AYOUR TERM AND SMART UL ExamOne 1-877-933-9261N/AN/ATERM LIFE ANSWERS

American Para Professionals (APPS)
1-800-635-1677

ExamOne
1-877-933-9261
TERM LIFE ANSWERS

American Para Professionals (APPS)
1-800-635-1677

ExamOne
1-877-933-9261
N/AAmerican Para Professionals (APPS) 1-800-635-1677

ExamOne 1-877-933-9261
N/AN/AN/AN/AN/AN/A
12
Payments Accepted?Account and Routing Numbers only

CHIME, ONLINE BANKS ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers only

CHIME, ONLINE BANKS ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers only

CHIME, ONLINE BANKS ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers only

CHIME, ONLINE BANKS ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers only

CHIME, ONLINE BANKS ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers only

CHIME, ONLINE BANKS NOT ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers only

CHIME, ONLINE BANKS NOT ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers

Credit Cards:
Amex, Visa, MC Only

CHIME, ONLINE BANKS NOT ACCEPTED

DIRECT EXPRESS ACCEPTED
Account and Routing Numbers

Credit Cards:
Amex, Visa, MC Only

CHIME, ONLINE BANKS NOT ACCEPTED

DIRECT EXPRESS ACCEPTED
Account and Routing Numbers onlyAccount and Routing Numbers onlyAccount and Routing Numbers only

ONLINE BANKS:
CHIME, SOFI, BANKCORP ACCEPTED ONLY

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers only

ONLINE BANKS:
CHIME, SOFI, BANKCORP ACCEPTED ONLY

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers

Credit Cards for Quarterly payments only (except for AK, CA MD, NC and NJ-NO CREDIT CARDS ACCEPTED)

CHIME AND ONLINE BANKS NOT ACCEPTED
Account and Routing Numbers

Credit Cards acceptable for first payment only BUT BANK INFO MUST BE ENTERED AS WELL

Amex, Visa, MC Only

CHIME, ONLINE BANKS NOT ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers

Credit Cards acceptable for first payment only BUT BANK INFO MUST BE ENTERED AS WELL

Amex, Visa, MC Only

CHIME, ONLINE BANKS NOT ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers

Credit Cards acceptable for first payment only BUT BANK INFO MUST BE ENTERED AS WELL

Amex, Visa, MC Only

CHIME, ONLINE BANKS NOT ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers onlyAccount and Routing Numbers Only

CHIME, ONLINE BANKS ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers Only

CHIME, ONLINE BANKS ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Whole Life:
Account and Routing Numbers
Credit Cards and Debit Cards
Amex, Visa, MC Only

Trendsetter:
Account and Routing Numbers
Credit Card can be used for the first payment only

CHIME, ONLINE BANKS NOT ACCEPTED

DIRECT EXPRESS ACCEPTED
Whole Life:
Account and Routing Numbers
Credit Cards and Debit Cards
Amex, Visa, MC Only

Trendsetter:
Account and Routing Numbers
Credit Card can be used for the first payment only

CHIME, ONLINE BANKS NOT ACCEPTED

DIRECT EXPRESS ACCEPTED
Account and Routing Numbers only

CHIME, ONLINE BANKS ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
Account and Routing Numbers only

CHIME, ONLINE BANKS ACCEPTED

DIRECT EXPRESS NOT ACCEPTED
13
Phone Interview
Required
APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
AGES 65-75 FOR $50K-$500K
PHI REQUIRED

APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
N/A

NOTE
E APP SHUTS DOWN AT 11 PM LOCAL TIME NIGHTLY
N/A

NOTE
E APP SHUTS DOWN AT 11 PM LOCAL TIME NIGHTLY
N/AN/AIf additionaal info is needed = YES

More than likely a PHI will be
REQUIRED
N/AN/AAPPTICAL (877) 351-1773;

MON-FRI 730 AM CST-1AM CST,

SAT-SUN 9AM-9PM CST
N/AN/AN/AN/AN/APhone Signature available
866-281-9228

M-F 8am-9pm CST
SAT 8am-3pm CST
Closed SUN
N/AN/AN/AN/AIBU
(866) 333-6557

MON-TH
830 AM-1130 EST

FRI
830 AM-10PM EST

SAT
11AM-7PM EST

SUN
CLOSED

ONLY PROVIDER WHOLE LIFE
requires Phone Interviews
14
Split W/Uncontracted AgentNONONONONONO NO NONONO NO NONONOYES-as long as not pre-
appointment states
But it does not speed up
contracting
YES-as long as not pre-
appointment states
But it does not speed up
contracting
YES-as long as not pre-
appointment states
But it does not speed up
contracting
NONO NONONONONO
15
Telesales?APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
APPTICAL
(877) 351-1773;

MON-FRI
730 AM CST-1AM CST,

SAT-SUN
9AM-9PM CST
NO

EAGLE PREMIER ONLY
855-248-8327
9-5 PM CST, M-F ONLY

ALL PRODUCTS
BANKING PH VERIFICATION
NUMBER-Client must be on
phone for Account verification
866-214-0054;
9-5 PM CST, M-F ONLY

GERBER-YES 877-885-7612 8:30AM-6 PM CST; M-FNONO NO NONONONONONONOYES

866-281-9228

M-F 8am-9pm CST
SAT 8am-3pm CST
Closed SUN
NONONONONO
16
Term ConversionsYESYESNONOYESNONONONONO NO YESN/AYES-converted to ULN/AYESNOYES NONONONOOnly with Simple Term 20 ROP-Reduced Paid UpNO
17
18
Background Questions
19
20
Alcohol/Drug TreatmentTreatment over 4 years= ACCEPTTreatment over 4 years = ACCEPTTreatment over 2 years= ACCEPTOver two years = ACCEPTTreatment over 4 years = ACCEPTOver 10 years = ACCEPTOver 2 years = ACCEPTNarcotics without a prescription (such as
amphetamines, hallucinogens, heroin, or cocaine) = DECLINE

Substance Abuse (Alcohol or Drugs) Last 24 months = GRADED
After 3 years CALL CARRIER

Within 3 years = DECLINE
Alcohol abuse = DECLINE

Drug use within the last five years or daily marijuana use = DECLINE

Chronic opioid or narcotic use = DECLINE
treatment over 5 years= ACCEPT-
NO RELAPSE
Within 2 yrs = Basic Death BenefitAlcohol abuse with current use = DECLINE

Any substance abuse or treatmentin the last 10 years. Any history of polysubstance abuse or relapse (ever) = DECLINE
N/ATreatment over 10 years= ACCEPTtreatment over 2 years= ACCEPT

Within 2 years = GRADED
(total abstinence 5 years)
No rating to DECLINE
Alcohol/Drug treatment over 3 years ago-no current use = STANDARDDECLINEAfter 2 years = SELECT











Within 0-2 years = DECLINE
Within 2-4 years = GRADED
Within 4-10 years = STANDARD
Over 10 years = PREFERRED

0-17 = DECLINE
























Over 5 years w/o treatment = ACCEPTOver 2 years w/o treatment= PREMIER
21
AvocationsStudent pilot, Pilot private=
DECLINE;
Pro pilot, or over 100 hrs as
pilot
= ACCEPT
Student pilot, Pilot private=
DECLINE;
Pro pilot, or over 100 hrs
as pilot =
ACCEPT
NONENONEStudent pilot, Pilot private=
DECLINE;
Pro pilot, or over 100 hrs
as pilot =
ACCEPT
Hazarous Activities =
DECLINE-See App
NONEN/ASee Agent GuideNONERecreational scuba
Available for Preferred Plus rates if:
• dives do not exceed 100 feet
• PADI, NAUI, or SSI certified and all dives are done with dive master or instructor

open water dives only

does not participate in wreck, salvage, ice or cave diving

no personal history of disease or impairment that would adversely affect mortality

no pre-existing medical impairments which may affect the safety of the scuba diving
N/ASee ListNoneDangerous occupations or
avocations are not accepted.

Police, Commercial pilots =
ACCEPT
NoneMotor vehicle racing, skydiving,
piloting a private aircraft, scuba diving over 100 feet =
DECLINE
Employed in cannabis industry = DECLINEEmployed in cannabis industry = DECLINENo Restrictions;

Only on Protector AD*
No Restrictions;

Only on Protector AD
22
CitizenshipSSN, ITIN, OR Permanent
resident ONLY= ACCEPT

SSN, ITIN, OR Permanent
resident ONLY= ACCEPT

SSN, ITIN, OR Permanent
resident ONLY= ACCEPT

SSN, ITIN, OR Permanent
resident ONLY= ACCEPT

SSN, ITIN, OR Permanent
resident ONLY= ACCEPT

Green Card, Permananet
Resident, or US I-551 Card
Green Card, Permananet
Resident, or US I-551 Card
CALL CARRIER

Citizen, permanent resident or has acceptable visa = ACCEPT

See Prescreening Guidleines for acceptable visas
Green Card
Permanent Resident
18-70

ITIN, living, working or retired in the US for at least five years, and paying taxes = ACCEPT
Green Card
Permanent Resident
18-70

ITIN, living, working or retired in the US for at least five years, and paying taxes = ACCEPT
Please consult with the underwriting team or get a QuickQuote request to understand our current philosophy regarding foreign residence and past and/or contemplated foreign travel.
Green Card OK

ACCEPTABLE VISAS

DE1, E2, H1B, H4, L1, L2 -
See Foriegn Natl Quest.
Green Card OK

ACCEPTABLE VISAS

DE1, E2, H1B, H4, L1, L2 -
See Foriegn Natl Quest.
Green Card OK

ACCEPTABLE VISAS

DE1, E2, H1B, H4, L1, L2
Green Card
Permanent Resident
ITIN
SSN
US citizen
Green card
Must be either a US citizen
permanent resident or have a work Visa

Student visas and other visas = DECLINE
ITIN or SSN
Residing in the US for two years
ITIN or SSN
Residing in the US for two years
GREEN CARD
SSN
Min 2 years in USA
GREEN CARD
SSN
Min 2 years in USA
23
Criminal History
(Felonies)
Convicted of felony or
misdemeanor
within 5 yrs=
DECLINE;
Probation or parole
within 6 mos= DECLINE
Convicted of felony or misdemeanor within 5 yrs =DECLINE;
Probation or parole
within 6mos = DECLINE
Currently incarcerated, probation, parole, pending charges = DECLINECurrently incarcerated, probation, parole, pending charges = DECLINEConvicted of felony or misdemeanor within 5 yrs =DECLINE;
Probation or parole
within 6mos = DECLINE
Over 10 years past conviction and
jail time, parole over 5 years, and probation over two years
=ACCEPT

Violent ciminals and drug offenses are
=DECLINE
Within 6 months being incarcerated
= DECLINE
ACCEPTDriving while impaired, intoxicated or under the influence of drugs or alcohol within 24 months = DECLINE

Felony within 24 months = DECLINE

Incarcerated in a Prison or Jail Currently =
DECLINE
CALL CARRIER

Currently in prison, on probation or parole, or released from probation or parole in the last 12 month = DECLINE

Conviction for serious crime(s) such as murder, rape, financial fraud, conspiracy, drug manufacture or delivery, or money laundering = DECLINE
Parole or probation after 5 years with jail time
=POSSIBLE-CALL CARRIER

No jail time served, depending on nature of crime, if over 1 year after probation or parole ended = POSSIBLE-CALL CARRIER

Probation, parole, charges pending within 1 yr = DECLINE
Currently incarcerated, probation, parole, pending charges = DECLINEHistory of felony, currently on probation/parole, outstanding fines/restitution, in jail, awaiting trial = DECLINEN/AConvicted of felony or misdemeanor within 10 years= DECLINE;
Probation or parole within 6 mos = DECLINE
Convicted of felony within 2 years =
GRADED

Probation or parole within 6 months = DECLINE
Current Parole or Probation =
DECLINE

Within 1 yr from parole or
probation = POSS ACCEPT

Single charge/one time
occurrence generally and non
violent crimes only
Any felony ever = DECLINE

Misdemeanor ok
Charged with a felony within 10 years
=DECLINE
After 2 years = SELECT







Within 0-3 years = DECLINE
Within 3-5 years = GRADED
Within 5-10 years = STANDARD
Over 10 years = PREFERRED

Multiple offenses in last 10 years =
DECLINE

0-17 = DECLINE























Over 10 years felony, pending felony, parole for felony
= ACCEPT
Over 10 years felony, pending felony, parole for felony =PREMIER
24
DisabilityReceiving ssi benefits for and/or unemployed due to medical reasons
= DECLINE

Military disability-as long as
health issue is a considered
insureable condition and
works at least 30 hours
=ACCEPT
Receiving ssi benefits for and/or
unemployed due to medical reasons
= DECLINE

Military disability-as long as
health issue is a considered
insureable condition
AND
works at least 30 hours
= ACCEPT
ACCEPTACCEPTReceiving ssi benefits for and/or
unemployed due to medical reasons
= DECLINE

Military disability-as long as
health issue is a considered
insureable condition
AND
works at least 30 hours
= ACCEPT
DECLINEACCEPTACCEPTCALL CARRIER

Collecting disabilty benefits or permanently unable to work due to illness or injury = DECLINEFully Underwritten OnlyACCEPT

Requires assistance with
w/ADL's =
DECLINE
Chronic pain on disability = DECLINEIf in intensive care or in a
wheelchair, cannot do the
ICU rider.
ACCEPT if due to Back, Hip, or Spine injuryACCEPTIf working 30 hours and recieved disability (military), as long as the condition is insurable = ACCEPTACCEPTSocial security disability with last claim over 2 years ago = ACCEPT

Military Disability = ACCEPT
Defined as: Disabled due to pain, using narcotic pain meds on a daily or weekly basis,
OR 6 fills of narcotic pain meds in the last 12 month period.

Currently unemployed or disabled due to pain – GRADED

Diagnosed with/treated for within 1 year – GRADED

Employed, no disability due to pain or treatment over 1 year – PREFERRED
Defined as: Disabled due to pain, using narcotic pain meds on a daily or weekly basis,
OR 6 fills of narcotic pain meds in the last 12 month period.

Currently unemployed or disabled due to pain – GRADED

Diagnosed with/treated for within 1 year – GRADED

Employed, no disability due to pain or treatment over 1 year – PREFERRED
currently disabled or disabled within last 6 mos = DELUXE TERMif under 65, currently disabled or disabled within last 6 mos = DELUXE
25
Driver License/DUI Within 3 yrs, or 2 or more accidents, or 3 or more driving violations or combination or license currently suspended or revoked=DECLINEWithin 3 yrs, or 2 or more accidents, or 3 or more driving violations or combination or license currently suspended or revoked=DECLINETreatment for alcohol within 2 yrs = DECLINETreatment for alcohol within 2 yrs = DECLINEWithin 3 yrs, or 2 or more accidents, or 3 or more driving violations or combination or license currently suspended or revoked=DECLINECase by Case basis;
Multiple=DECLINE
Drug or alcohol rehab within 2 years = ACCEPT

Within 6 months being incarcerated
= DECLINE
CALL CARRIER

Driving without a valid license;

Suspended or revoked driver’s license;

DUI/DWI/Reckless driving in last 5 years prior to the application =
DECLINE

2 moving violations or less in 3 years. No DWI/DUI offenses within 5 years = PREFERRED
Single DUI within 12 months OR 2 DUI within 5 years = DECLINE

More than 2 DUI
Call Risk Assessment Line

Suspended license or not in good standing = DECLINE
Within two years = BASIC

Suspended license or not
in good standing = DECLINE
No more than 4 moving violations in past 3 years
*Ability to offer depends on types and dates of violations

No DWI, DUI** or reckless/negligent driving***

No license revocation or suspension in past 3 years

Multiple DUI/DWI within 10 years or any DWI/DUI, reckless/negligent driving, license revocation/suspension within 2 years =DECLINE
N/AWithin 5 yrs, or 4 or more driving violations or combination or license currently suspended or revoked = DECLINEWithin 2 yrs, or 2 or more reckless driving convictions = GRADED1 DUI within 1 yr or
Multiple DUI's within 5 years
= DECLINE
ACCEPTDUI/DWI, reckless driving conviction, or license suspended or revoked =
DECLINE
After 2 years = SELECTReckless driving, DUI:
Within 2 years – DECLINE
Within 2-5 years – STANDARD
Over 5 years = PREFERRED

Multiple offenses in last 5 years = DECLINE

0-17 = DECLINE
Within 5 years DUI or suspended or revoked = DECLINEWithin 2 yrs DUI or suspended or revoked = EIWL
26
Family HistoryN/AN/AN/AN/AN/AN/AN/AN/AIf parent or sibling has cancer or cardiac arrest before 60 =
STANDARD
N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
27
Marijuana UseCan consider medical
marijuana with a copy of the
medical ID card and copy of
medical records.

Otherwise = DECLINE
Can consider medical
marijuana with a copy of the
medical ID card and copy of
medical records.

Otherwise = DECLINE
ROPROPCan consider medical
marijuana with a copy of the
medical ID card and copy of
medical records.

Otherwise = DECLINE
Occasional Use-Smoker RatesOccasional Use-Smoker RatesCALL CARRIER

Ask for frequecny and amount of use

May be Non Tobacco
Marijuana use - less than 4 times per week use and no
more than 4 grams per week = ACCEPT

Daily marijuana use = DECLINE
Recreational use (5x/wk) =
ACCEPT W/NON TOBACCO RATES

Medical Use:
DEPENDS ON REASON

More than 5X/week = MEDICAL EXAM

SMART UL WITH Vaping marijuana is =
TOBACCO RATE
Recreational, legal in state =
Non Tobacco Preferred

Illegal in state =
Basic Death Benefit Non
tobacco rate

Vaping marijuana is =
TOBACCO RATE
Non-tobacco rates

Rate class based on frequency and type (such as CBD, synthetic, oil-
based vs. dry vaping etc.)

No recent synthetic marijuana use
N/AACCEPT W/NON NICOTINE RATESACCEPT W/NON NICOTINE RATESEmail NLG Quick Quotes

underwritingquotes
@nationallife.com
Tobacco rate for recreational useIf used less than 4 times per week = ACCEPT W/POSSIBLE NICOTINE RATESSELECT W/ NICOTINE RATESACCEPT W/NICOTINE RATESIf legal in state, OR
prescribed w/medical card,
ACCEPT

Smoker rates apply

Otherwise-DECLINE
If legal in state, or
prescribed w/medical card,
PREMIER

Smoker rates apply

Otherwise-DECLINE

28
MilitaryActive Military = ACCEPT
as long as they are present
to sign app-

NO DI RIDER
Active Military = ACCEPT
as long as they are present
to sign app-

NO DI RIDER
Active Military = ACCEPT
as long as they are present
to sign app-
Active Military = ACCEPT
as long as they are present
to sign app-

Active Military = ACCEPT
as long as they are present
to sign app-

NO DI RIDER
Active Duty = ACCEPT;

Deployed or have orders to be
deployed in:
Saudi Arabia, Iraq, Afghanistan,
Syria, Somalia, Sudan, Yemen =
DECLINE
NONEN/AActive Duty, no overseas
deployment orders, stateside =
ACCEPT
As long as they are not
deployed or have plans to be
deployed = ACCEPT
As long as they are not
deployed or have plans to be deployed = ACCEPT
Military reserves only with no call up orders received or anticipated

No special forces (such as Army Rangers, Navy Seal etc.)

Active Duty is considered on an individual basis (duties, rank etc.)
N/AAs long as they are not
deployed or have plans to be
deployed = ACCEPT;
check avoaction list
ACCEPTAs long as they are not
deployed or have plans to be
deployed = ACCEPT;

If plans to be deployed, email
underwritingquotes@
nationallife.com
As long as they are not
deployed or have plans to be
deployed = ACCEPT;
Active military = DECLINE

National Guard or reserves if not on alert for or recieved orders to, or currently serving in a war zone or area of conflict or political instability = ACCEPT
SELECTACCEPTNo Protector AD

Active duty + deployed
= PENDING UNDERWRITING;

Must fill out Military Final Disclosure
Form
No Protector AD Active duty + deployed = PENDING UNDERWRITING; Must fill out Military Final Disclosure Form
29
OccupationNo occupations apply.
Disability for Law Enforcement,
Hazardous Occupations
=
DECLINE
No occupations apply.
Disability for Law Enforcement,
Hazardous Occupations
=
DECLINE
No occupations apply.
Disability for Law Enforcement,
Hazardous Occupations
=
DECLINE
No occupations apply.
Disability for Law Enforcement,
Hazardous Occupations
=
DECLINE
No occupations apply.
Disability for Law Enforcement,
Hazardous Occupations
=
DECLINE
Hazardous Occupations = DECLINENONEN/AHazardous Occupations = CALL CARRIEROccupation involves the production, processing or sale of marijuana = DECLINESee Agent GuideNONEPreferred Plus rate class may be available for pilots of major airlines flying in the US and Canada without any other aviation exposure.

Preferred Plus and Preferred rate classes may be available with an Aviation Exclusion Rider for other aviation activity.
N/ACheck Avocation List;
Police and Firemen ok
ACCEPTDangerous occupations or
avocations are not accepted.

Police, Commercial pilots =
ACCEPT
ACCEPTActively employed or a homemakerSELECTACCEPTNo Restrictions;
Only on Protector AD

Pilots/Crew Member=
DELUXE
No Restrictions;
Only on Protector AD

Pilots/Crew Member =
DELUXE WL
30
Tobacco PREFERRED TOBACCO FOR
CHEW AND SNUFF ONLY
CIGAR USE ONCE/3 MO
.
CIGAR USE ONCE/3 MO.=
NON TOBACCO
CIGAR USE ONCE/3 MO. =
NON TOBACCO
CIGAR USE ONCE/3 MO.=
NON TOBACCO
CIGAR USE ONCE/3 MO.=
NON TOBACCO
Anything with Nicotine = SMOKER
RATES
Non Tobacco Rates for 3 yrs;
IF CLIENT DOES NOT NOTIFY
CARRIER, FACE AMOUNT
WILL AUTOMATICALLY BE
REDUCED
Anything with Nicotine = SMOKER RATESAnything with Nicotine = SMOKER RATES

No use for two years = PREFERRED

No use for one year = STANDARD

No tobacco use, including nicotine substitutes, e-cigarettes, and vaping within the last 24 months
and the applicant must not test positive for nicotine in the urine or saliva.

Occasional cigar use may qualify for NonTobacco rates if fully disclosed on the application
VAPING, CIGARS, CHEWING
TOBACCO =NON TOBACCO

SMART UL
VAPING, CIGARS, CHEWING
TOBACCO =TOBACCO
Vaping= NT
One cigar/yr = TOBACCO USE
A tobacco user is considered to be anyone who has used tobacco in any form in the last 12 months.

This includes:
• cigarettes
• cigars — only limited cigar usage
may be considered for non-tobacco
rates
• pipes
• smokeless tobacco
• chewing tobacco / snuff
• nicotine substitutes, including
patches and gum
• electronic (smokeless) cigarettes
• vaping

N/ANon-Smoker/Non-Nicotine
Qualifications

To qualify for non-nicotine rates,
the proposed insured must not have used tobacco or nicotine products in any form (gum, patch, cigar, vaping, electronic cigarettes, hookah, etc.) within one year prior to the applications.

We do not allow occasional cigar use to qualify for nontobacco rates with our simplified issue products.
uses application
questions for
underwriting;

within 2 cigars/mo=NS
Nicotine use =Smoking Rate;

Occasional Cigars less than 12 cigars/yr= NON TOBACCO;
12 or more cigars per year
= TOBACCO
Cigars, pipes, vaping within 12 months = TOBACCO RATENicotine use = NICOTINE RATE

Occasional cigar use = NICOTINE RATE
Nicotine replacement,
smoking or tobacco products in
any form including, but not
limited to the following:


Nicotine gum, patch, or pills; cigarettes; cigars; pipe; chew; snuff; e-cigarettes; vape; hookah; or have used Marijuana more than 12 times in the last 12 months
Nicotine replacement,
smoking or tobacco products in
any form including, but not
limited to the following:


Nicotine gum, patch, or pills;
cigarettes; cigars; pipe; chew;
snuff; e-cigarettes; vape;
hookah; or have used
marijuana more than 12 times
in the last 12 months
Nicotine use =
Smoking Rate
Nicotine use =
Smoking Rate
31
32
Medical Conditions
33
34
Activities of Daily LivingDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEACCEPTDECLINEDECLINEDECLINEGRADEDDECLINEDECLINEDECLINEDECLINEGIWL

GIWL REQUIRES VIDEO
CONFERENCING OR IN PERSON APP
35
AIDSDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGRADEDDECLINEDECLINEDECLINEDECLINEDECLINE
36
AIDS Related Complex
(ARC)
DECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGRADEDDECLINEDECLINEDECLINEDECLINEDECLINE
37
ALS
(Lou Gehrig's Disease)
DECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEDECLINEDECLINEGRADEDDECLINEDECLINEDECLINEDECLINEDECLINE
38
AlzheimersDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEDECLINEDECLINEGRADEDDECLINEDECLINEDECLINEDECLINEDECLINE
39
AmputationDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLAmputttion due to diabetic complications ever = DECLINEDECLINEDECLINEDECLINEDue to diabetes complications
= DECLINE
DECLINEACCEPTDECLINEDue to diabetic complications
= DECLINE
Rate for CauseDue to disease = DECLINEDECLINEIf accident or trauma = SELECT

If due to illness = DECLINE
If accident or trauma = PREFERRED

Hospitalization within a year = STANDARD

Otherwise = DECLINE
ACCEPT- as long as
they can complete the
ADLs
PREMIER- as long as
they can complete the
ADL's
40
AnemiaIron deficiency on vitamins only= ACCEPTIron deficiency on vitamins only= ACCEPTACCEPTACCEPTIron deficiency on vitamins only= ACCEPTIron deficiency =ACCEPT;

Pernicious Anemia = DECLINE
ACCEPTACCEPTIron deficiency on vitamins only = ACCEPTIron Deficiency only = ACCEPTIron deficiency on vitamins only= ACCEPTPreferred Death BenefitIron deficiency on vitamins only = ACCEPTACCEPTIron deficiency on vitamins only= ACCEPTACCEPTRate for CausePREFERREDDECLINESELECTDiagnosis and/or treatment
within three months =
GRADED

With activity credit = STANDARD
Treatment over three months ago =
PREFERRED
DECLINEEIWL
41
AneurysmDECLINEDECLINETreatment within 2yrs= ROP

Treatment within 3 yrs =GRADED
Over two years = ACCEPTDECLINEDECLINEOver 1 year = ACCEPTBrain aneurysm:
Within six months =
DECLINE

Within 24 months with surgery to repair = LEVEL

Within 24 months without surgery to repair = GRADED

CALL CARRIERDECLINEDECLINE Within 2 yrs of diagnosis or any duration of diagnosis if not repaired or removed = Basic Death Benefit (graded)Any history = DECLINE


Within the last ten years,
have been diagnosed,
treated or consulted with a
medical professional
= DECLINE

ACCEPT FOR CANCER
DECLINEOver 2 yrs =ACCEPT

Within 2 years = GRADED
No RatingOver 1 year ago = STANDARDDECLINESELECTPREFERRED
Hospitalization within a year = STANDARD
Over 5 years treated= ACCEPT
maintenance ok
Over 2 years treated= PREMIER
maintenance ok

Over 1 year = EIWL
42
AnginaDECLINEDECLINETreatment within 2yrs= ROP

Treatment within 3 yrs =GRADED

Maintenance = ACCEPT
Over two years = ACCEPTDECLINEDECLINEOver 1 year = ACCEPTAngina Treated with Medication
Within 24 months & Non-Tobacco =
LEVEL

Last 24 months & Tobacco = GRADED

Last 6 months = DECLINE
CALL CARRIERDECLINEWithin 1 yr – Basic Death Benefit (graded)

Within 2 yrs= Standard Death Benefit
DECLINEWithin the last ten years,
have been diagnosed,
treated or consulted with a
medical professional
= DECLINE

ACCEPT for Cancer policy
DECLINEOver 2 yrs =ACCEPT

Within 2 years = GRADED
Angina Pectoris =
Table 6 to Decline
PREFERREDDiagnosed or treated within last 5 years = DECLINESELECT

Hospitalization within a year = GRADED
PREFERRED
Over 5 years treated= ACCEPT
maintenance ok
Over 2 years treated= PREMIER
maintenance ok

Over 1 year = EIWL
43
AngioplastyDECLINEDECLINEOver 3 years = ACCEPTOver two years = ACCEPTDECLINEDECLINEOver 1 year = ACCEPTCoronary Artery Disease with Angioplasty/Stenting:

Last 24 months & Non-Tobacco = LEVEL

Last 24 months & Tobacco = GRADED

Last 6 months = DECLINE
CALL CARRIERIn the last five years or in combination with tobacco use, diabetes, or stroke = DECLINEDECLINE Within 1 yr – Basic Death Benefit (graded)

Within 2 yrs= Standard Death Benefit
DECLINEWithin the last ten years,
have been diagnosed,
treated or consulted with a
medical professional
= DECLINE

ACCEPT for Cancer policy
DECLINEOver 2 yrs =ACCEPT

Within 2 years = GRADED
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Over two years = STANDARDDECLINESELECTPREFERRED
Hospitalization within a year = STANDARD
Over 5 yrs treated= ACCEPT
maintenance ok
Over 2 years treated= PREMIER
maintenance ok

Over 1 year = EIWL
44
Anxiety1-2 mild meds, situational = ACCEPT

Major depression (3+meds), bipolar = DECLINE
1-2 mild meds, situational = ACCEPT

Major depression (3+meds), bipolar = DECLINE
ACCEPTACCEPT1-2 mild meds, situational = ACCEPT

Major depression (3+meds), bipolar = DECLINE
Mild or situational, diagnosed
within 6 months or hospitalized
for = DECLINE
Treated with meds=
ACCEPT

Within 6 months hospitalized for 48
hours or more= DECLINE
Suicide attempt ever = DECLINE

Psychotic Event -Hospitalized in the last 36 months = DECLINE
1-2 mild meds, situational = STANDARD

Major depression (3+meds), bipolar, drug or alcohol use = RATED TO DECLINE
1-2 meds, mild = ACCEPTMILD; Diagnosed over 25 ;
Onset over 1 yr, no hospitalization or time off work= ACCEPT

Severe= DECLINE
Preferred Death Benefit,
check meds
No history of hospitalization, suicide attempts or substance abuse

Up to 1 medication

Well controlled for at least 6 months
ACCEPTHopitalized within 10 yrs = DECLINE

Otherwise = ACCEPT
No history of bipolar or
schizophrenia =
ACCEPT
Mild = No RatingPREFERREDMajor anxiety requiring 3 or more meds, or that led to loss of work witihin last 5 years = DECLINESELECTPREFERRED
Hospitalization within a year = STANDARD
ACCEPT;

Hospitalized 2 or more times
in last 12 months =
DECLINE
PREMIER
45
ArrhythmiaDECLINEDECLINEControlled with no
procedures over 3 years = ACCEPT.
Over two years = ACCEPTDECLINEDECLINERhythm disorders = ACCEPT

Surgery like ablation over 1 yr
= ACCEPT
In the last 24 months, have you been diagnosed with chronic atrial fibrillation? If Yes = GRADED

If No….
• Are you on daily blood
thinner/anticoagulant such
as Xarelto, Eliquis, Pradaxa or Coumadin (Warfarin)? Yes =
LEVEL

Are you on daily blood
thinner/anticoagulant such
as Xarelto, Eliquis, Pradaxa or
Coumadin (Warfarin)? No
= GRADED
CALL CARRIERDECLINE;

Murmur
“innocent”, no symptoms, no
treatment =
ACCEPT
Within 1 yr – Basic Death Benefit (graded)

Within 2 yrs= Standard Death Benefit
DECLINEWithin the last ten years,
have been diagnosed,
treated or consulted with a
medical professional
= DECLINE

ACCEPT for Cancer policy
DECLINEOver 2 yrs =ACCEPT

Within 2 years = GRADED
No Rating to Moderate;

Murmur (mitral)-
Moderate Rating to Decline
PREFERREDDiagnosed or treated within last 5 years = DECLINESELECTPREFERRED
Hospitalization within a year = STANDARD
DECLINEEIWL
46
Arthritis-OsteoACCEPT-as long as no
disability
ACCEPT-as long as no
disability
ACCEPTACCEPTACCEPT-as long as no
disability
Debilitating or disabling =
DECLINE

Psoriatic or inflammatory diag. <6 mos, steroid, biologics, infusion therapy, or steroid use = DECLINE
ACCEPTLst 48 months = ACCEPTACCEPT-as long as no
disability
ACCEPT-as long as no
disability
ACCEPTPreferred Death BenefitACCEPT-check medsACCEPTACCEPT-check medsACCEPT-check medsNo Rating/Moderate ratingPREFERREDACCEPTSELECTPREFERRED;

Disbaled due to chronic pain = GRADED
ACCEPT-as long as
no disability

Disability= DELUXE
PREMIER-as long as
no disability

Disability= DELUXE
47
AsthmaMild, occasional brief episodes, allergic, seasonal=ACCEPT

Moderate, more than 1 episode a month = ACCEPT

Severe, hospitalization or ER in 12 mos = DECLINE
maintenance steroid use = DECLINE
combined w/tobacco= DECLINE

ORAL STEROIDS = DECLINE
Mild, occasional brief episodes, allergic, seasonal=ACCEPT

Moderate, more than 1 episode a month = ACCEPT

Severe, hospitalization or ER in 12 mos =DECLINE
maintenance steroid use = DECLINE
combined w/tobacco =DECLINE

ORAL STEROIDS = DECLINE
As long as no COPD inhaler = ACCEPT

Tobacco use= DECLINE
Mild, occasional brief episodes, allergic, seasonal=ACCEPT

Moderate, more than 1 episode a month = ACCEPT

Severe, hospitalization or ER in 12 mos =DECLINE
maintenance steroid use = DECLINE
combined w/tobacco =DECLINE

ORAL STEROIDS = DECLINE
Steroid use=DECLINE

Hospitalized or ER visit 12
months = DECLINE

Well controlled/
seasonal allegies= ACCEPT
Chronic Asthma = ACCEPT;

Chronic bronchitis, COPD, or
other resp issue =
DECLINE
Mild, occasional brief episodes, allergic, seasonal = ACCEPT

Smoker, steroid inhaler = CALL CARRIER




Mild, occasional brief episodes, allergic, seasonal = ACCEPT
Mild/Moderate with
standard weight= ACCEPT even if they smoke

Severe, hospitalization
=DECLINE
Preferred Death Benefit;
check meds
No ER or hospitalizations

No impact to daily activities (time off work)

Up to 1 medication

No need for steroids in past year
ACCEPTChronic/severe DECLINE

Steroid Use=DECLINE
Mild=ACCEPT

Chronic =DECLINE
No Rating to DeclineSTANDARDIn the last 5 years,
Yes to Asthma, No to hospitaliztion =
SELECT
Yes to Asthma, Yes to hospitaliztion,
emergency room or immediate care
center visit = DECLINED
SELECTMild (no daily symptoms, no
limitations to daily activities, no
reduced long function, no regular
use of steroids and no ER visits or
hospitalizations due to asthma in
last 5 years = PREFERRED

Chronic = STANDARD

With Activity Credit = PREFERRED

See COPD for qualifications for
activity credit
Controlled asthma, no hospitalization in 2 years = ACCEPTControlled asthma, no hospitalization in 2 years = PREMIER
48
Asthma-Steroid InhalerDECLINEDECLINENo COPD inhaler=ACCEPT;

Tobacco use=DECLINE
DECLINEDECLINEChronic Asthma = ACCEPT;

Chronic bronchitis, COPD, or
other resp issue =
DECLINE
CALL CARRIERDECLINEMild/Moderate with
standard weight= ACCEPT (even if they smoke)

Severe, hospitalization
=DECLINE
Preferred Death Benefit;
check meds
No ER or hospitalizations

No impact to daily activities (time off work)

Up to 1 medication

No need for steroids in past year
DECLINEDECLINEUsing daily, filled monthly
chronic = DECLINE
Mild-under control
ACCEPT
STANDARDIn the last 5 years,
Yes to Asthma, No to hospitaliztion =
SELECT
Yes to Asthma, Yes to hospitaliztion =
DECLINED
SELECTChronic = STANDARD

Medication dependent on
COPD meds = STANDARD

With Activity Credit = PREFERRED

See COPD for qualifications for
activity credit
Controlled asthma, no hospitalization in 2 years = ACCEPTControlled asthma, no
hospitalization in 2 years =
PREMIER
49
Atrial Fibrillation (A-Fib)DECLINEDECLINEControlled with no
procedures over 3 yrs = ACCEPT;

Surgery like ablation over 3 yrs
= ACCEPT
Over two years = ACCEPTDECLINEDECLINERhythm disorders = ACCEPT

Surgery like ablation over 1 yr
= ACCEPT
In the last 24 months, have you been diagnosed with chronic atrial fibrillation? If Yes = GRADED

If No….
• Are you on daily blood
thinner/anticoagulant such
as Xarelto, Eliquis, Pradaxa or Coumadin (Warfarin)? Yes =
LEVEL

Are you on daily blood
thinner/anticoagulant such
as Xarelto, Eliquis, Pradaxa or
Coumadin (Warfarin)? No
= GRADED
CALL CARRIERDiagnosed over 2 yrs ago, controlled on medication, and age under 65 years = ACCEPTDECLINEWithin 1 yr – Basic Death Benefit (graded)

Within 2 yrs= Standard Death Benefit
No occurrence in past 2 years

No treatment required

All testing and procedures are complete

No procedure other than ablation

Atrial Fibrillation episode or treatment within 2 years, any procedure other than ablation or alcohol induced = DECLINE
Within the last ten years,
have been diagnosed,
treated or consulted with a
medical professional
= DECLINE

ACCEPT for Cancer policy
DECLINEOver 2 years = ACCEPT;

Within 2 years = GRADED

Blood thinners= DECLINE
No Rating to Moderate RatingPREFERREDDiagnosed or treated within last 5 years = DECLINESELECTPREFERRED

Hospitalization within a year = STANDARD
EIWL

Defibrillator
-DECLINE
EIWL

Defibrillator-DECLINE
50
AutismMust be HIGHLY FUNCTIONING:
able to work at least
30 hours, recieve no disability,
and not need help with ADL'S
= ACCEPT

Otherwise = DECLINE
Must be HIGHLY FUNCTIONING:
able to work at least
30 hours, recieve no disability,
and not need help with ADL'S
= ACCEPT

Otherwise = DECLINE
Must be HIGHLY FUNCTIONING:

Able to not need help with ADL'S or need home health care= ACCEPT

Otherwise = DECLINE
DECLINEMust be HIGHLY FUNCTIONING:
able to work at least
30 hours, recieve no disability,
and not need help with ADL'S
= ACCEPT

Otherwise = DECLINE
DECLINEMust be HIGHLY FUNCTIONING:

Able to not need help with ADL'S or need home health care= ACCEPT

Otherwise = DECLINE
Severe = DECLINE

Otherwise CALL CARRIER
DECLINEDECLINEMust be HIGHLY FUNCTIONING:

If not confined to a wheelchair or requires help with ADLs, =
Preferred Death Benefit.

Otherwise = DECLINE
DECLINEDECLINE if cannot
understand application and cannot sign
DECLINEMust be HIGHLY FUNCTIONING:

If not confined to a wheelchair or requires help with ADLs, =
ACCEPT
PHI MAY BE REQUIRED
Otherwise = DECLINE
Must be HIGHLY FUNCTIONING:
able to work at least 30 hours,
recieve no disability, and not
need help with ADL'S
= POSS ACCEPT

Otherwise = DECLINE"

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PREFERREDDECLINESELECT0-17 = DECLINE;

Highly functioning adult-over
18 and over-must be able
to do PHI and work 30 hours
(not disabled) = PREFERRED

All others = DECLINE
If they can answer
questions, do the PHI, and
no disability = ACCEPT;

If they can answer
questions, do the PHI, and
yes to disability =
TERM DELUXE
If they can answer questions,
do the PHI, and no disability

= PREMIER ;

If they can answer questions,
do the PHI, and yes to
disability =
DELUXE
51
Bipolar DisorderDECLINEDECLINEACCEPTOver two years = ACCEPT

Suicide attempt EVER = DECLINE
DECLINEDECLINETreated with meds=
ACCEPT

Within 6 months hospitalized for 48
hours or more= DECLINE
Diagnosed within the last 48 months = GRADED

Suicide attempt ever = DECLINE

Psychotic Event -Hospitalized in the last 36 months = DECLINE
CALL CARRIER

Highly Rated
DECLINEDECLINETreated with meds=
Preferred Death Benefit
;

Within 1 yr hospitalization=
DECLINE
DECLINE

ACCEPTDECLINEOver 4 yrs =ACCEPT

Within 4 years = GRADED
No related disability or hospitalization =
POSS Express Standard NT1

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Diagnosed over 1 year ago = STANDARDDECLINESELECTPREFERRED

Hospitalization within a year = STANDARD

0-17 = DECLINE
TERM DELUXE;

Hospitalized 2 or more times
in last 12 months
=DECLINE
DELUXE WL
52
Blood ClotsSingle episode, full recover, no current medication = ACCEPT

2 or more episodes, continuing anticoagulant treatment = DECLINE
Single episode, full recover, no current medication = ACCEPT

2 or more episodes, continuing anticoagulant treatment = DECLINE
Treated with meds=ACCEPT;

Over 3 yrs surgery=ACCEPT
Over two years = ACCEPTSingle episode, full recover, no current medication = ACCEPT

2 or more episodes, continuing anticoagulant treatment = DECLINE
DECLINETreated with meds=
ACCEPT

Within 1 year of surgery=
DECLINE
CALL CARRIERDECLINETreated with meds=
Preferred Death Benefit
;

Within 1 yr surgery=
Basic Death Benefit (graded)
Any history of Hemophilia, Factor V Leiden with a history of blood clot, or current anticoagulation treatment or under age 40 = DECLINEWithin the last ten years,
have been diagnosed,
treated or consulted with a
medical professional
= DECLINE

ACCEPT for Cancer policy
ACCEPT
Check medications on drug
exclusion list (some
blood thinners are not
accepted)
ACCEPT
Check medications on drug
exclusion list (some
blood thinners are not
accepted)
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PREFERREDDECLINEIf disorder = DECLINEPREFERRED

Hospitalization within a year = STANDARD
Over 5 yrs since diagnosis and/or
last treatment ACCEPT
Maintenance ok
Over 2 yrs diagnosis, last
treatment PREMIER
Maintenance ok
53
Brain Tumor-
Non Cancerous
Cancerous over 8 YRS=ACCEPT

MAINT MED = DECLINE

NON CANCER-DO RA WITH
CARRIER
Cancerous over 7 YRS=ACCEPT

MAINT MED = DECLINE

NON CANCER-DO RA WITH
CARRIER
Over 3 YRS = ACCEPT;
and can perrform ADL's

Pending procedur= -ROP
Over two years = ACCEPTCancerous over 8 YRS = ACCEPT

MAINT MED = DECLINE

NON CANCER-DO RA WITH
CARRIER
Benign or malignant =
DECLINE
DECLINEthinner/anticoagulant suchCALL CARRIERDECLINEWithin 2 yrs of diagnosis or
any duration of diagnosis if
not removed =
Basic Death Benefit (graded)
DECLINEWithin the last ten years,
have been diagnosed,
treated or consulted with a
medical professional
= DECLINE

ACCEPT for heart attack
and stroke policies
ACCEPT

If caused permanent cognitive
impairment req
help w/ADL's
or diability
= DECLINE
ACCEPT
Regular check upsare ok.
If caused permanent cognitive
impairment req
help w/ADL's
or diability
= DECLINE
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PREFERREDDECLINESELECTSee CancerSTANDARD
With Activity Credit = PREFERRED

See COPD for qualifications for
activity credit
Over 2 years treated= PREMIER
maintenance ok

Over 1 year = EIWL
54
Bronchitis-Chronic Chronic=DECLINE

Acute=ACCEPT
Chronic=DECLINE

Acute=ACCEPT
Chronic=DECLINE

Acute=ACCEPT
Over two years = ACCEPTChronic=DECLINE

Acute=ACCEPT
DECLINEDECLINEas Xarelto, Eliquis, Pradaxa orChronic=DECLINE

Acute=ACCEPT
Acute and full recovery = ACCEPT

Chronic = DECLINE
Chronic=DECLINE

Acute=ACCEPT
Standard Death BenefitDECLINEACCEPTDECLINEGRADEDNo Rating to DeclineSTANDARDIn the last 5 years,
Yes to Asthma, No to hospitaliztion =
SELECT
Yes to Asthma, Yes to hospitaliztion =
DECLINED
SELECT
STANDARD
With Activity Credit = PREFERRED

See COPD for qualifications for
activity credit
Within two years =DECLINE

Basal Cell = ACCEPT

Metastatic Cancer, recurrent or
multiple cancers =
DECLINE

Over 2 years = STANDARD

0-17 = DECLINE
Mild = ACCEPT
55
CancerBasal/squamous= ACCEPT

8 yrs since treatment, no recurrence= ACCEPT

Hodgkin's Disease = DECLINE
Basal/squamous= ACCEPT

7 yrs since treatment, no recurrence
=
ACCEPT

Hodgkin's Disease = DECLINE
Treated over 3 yrs = ACCEPT
Basal cancer= ACCEPT

Multiple occurrences of cancer =
RETURN OF PREMIUM

Recurrences of SAME internal cancer= DECLINE

MAINTENANCE MEDS within 3 years = DECLINE
Over two years = ACCEPT

Multiple occurrences of cancer = DECLINE

Recurrences of SAME internal cancer= DECLINE

METASTATIC CANCER = DECLINE
Basal/squamous= ACCEPT

8 yrs since treatment, no recurrence
=
ACCEPT

Hodgkin's Disease = DECLINE
Benign or malignant =
DECLINE
Over 2 yrs = ACCEPT;
Basal Cell= ACCEPT

2 or more occurences of same
type of cancer = DECLINE

Multiple occurrences or
recurrences of internal
cancer= DECLINE

Basal Cell =
Preferred Death Benefit

MAINTENANCE MEDS within 2
years = DECLINE
Coumadin (Warfarin)? No = GRADEDCALL CARRIERBasal cell carcinoma = ACCEPT

Cancer (except Basal Cell skin cancer) that has been
diagnosed or treated within the last 10 years =
DECLINE
Within 10 YRS = DECLINE;

Basal cell = ACCEPT

Cancer with treatment
completed over 10 years,
with no recurrence, or
recommended treatment
= ACCEPT
If diagnosis or treatment within 3 years = Basic Death Benefit (graded)

Multiple occurrences or
recurrences of internal
cancer= DECLINE
Any cancer in the last 10 years, current
treatment or history of recurrence or
metastasis (ever) =
DECLINE

*Exception non-melanoma skin cancers

Basal Cell and Squamous Cell Skin Cancer

Single occurrence
Localized and hasn’t spread
All follow up complete
Within the last ten years,
have been diagnosed,
treated or consulted with a
medical professional for
cancer =
DECLINE

ACCEPT for heart attack
and stroke
DECLINE

Squamous/Basal = ACCEPT
Over 4 yrs = ACCEPT;
Squamous/Basal Skin Cancer=
ACCEPT

Within 4 years = GRADED
Within 2 years = DECLINE
Metastatic or Recurrent Cancer of same type =DECLINE

MAINTENANCE MEDS within 4 yrs = DECLINE
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Basal Cell-Usually Standard
Treatment completed over five years ago = STANDARD

Under five years = GRADED

More than one occurrence = DECLINE
Less than 10 years (excluding basal and squamous cancers) = DECLINE

Multiple occurrences or
recurrences of internal
cancer= DECLINE
Over four years =SELECTAny onset within 2 years =
DECLINE

Metastatic = DECLINE

Recurrent = DECLINE

Multiple cancers = DECLINE

With metastasis to lymph
nodes = DECLINE

Cancer free and no
treatment within last 2 years
= STANDARD
PREFERRED

Hospitalized within 1 year =
STANDARD
Over 2 yrs= PREMIER
Maintenance ok

Multiple occurrences or
recurrences of internal
cancer= DECLINE

MAINTENANCE MEDS = ACCEPT
56
CardiomyopathyDECLINEDECLINERETURN OF PREMIUMOver two years = ACCEPTDECLINEDECLINEDECLINECALL CARRIERDECLINEDECLINEDECLINEWithin the last ten years,
have been diagnosed,
treated or consulted with a
medical professional for
cancer =
DECLINE

ACCEPT for cancer policy
DECLINEOver 2 yrs =ACCEPT

Within 2 years = GRADED
Present, chronic = DECLINE;

Resolved over 3 yrs =
Table 4 to DECLINE
Diagnosed over 2 years ago = STANDARD

Under 2 yeras = GRADED
DECLINESELECTSTANDARD
Hospitalization within a year = GRADED

With Activity Credit = PREFERRED

Qualifications for Activity Credit:
Routine activities (3 days/week of
more than ten consecutive minutes of exercise)

Activity can also include jogging, running, using an elliptical, rowing machine, stationary bike, lifting
weights, or other common exercises
PHI-case by case
57
Cerebral PalsyDECLINEDECLINEIf not confined to a wheelchair if mobile, no home health, no adl issues, no cognitive issues
= GRADED.

Otherwise, DECLINE
DECLINEDECLINEIf not confined to a wheelchair or requires help with ADLs, ACCEPT.

Otherwise, DECLINE
If not confined to a wheelchair or requires help with ADLs, ACCEPT.

Otherwise, DECLINE
CALL CARRIERDECLINEDECLINEIf not confined to a wheelchair or requires help with ADLs, =
Preferred Death Benefit

Otherwise, DECLINE
DECLINEACCEPT
DECLINEAs long as no assistance w/ADLs
or disability = ACCEPT

Otherwise = DECLINE
Table 4 to DECLINEPREFERRED with med checkDECLINEDECLINEDECLINEIf can perform all the
ADL's, sign app, do PHI

= ACCEPT

Disability = DELUXE TERM
If can perform all the
ADL's, sign app, do PHI

= PREMIER

Disability = DELUXE
58
Circulatory Issues/
Surgeries
DECLINEDECLINEDiagnosed or had procedure
over 3 yrs = ACCEPT

Maintenance meds ok;
Procedures within 3 years = DECLINE
Over two years = ACCEPTDECLINEDECLINEOver 1 year = ACCEPTCALL CARRIERSurgery = DECLINEWithin 1 yr – Basic Death Benefit (graded)

Within 2 yrs= Standard Death Benefit
Any history of Hemophilia, Factor V
Leiden with a history of blood clot, or
current anticoagulation treatment or
under age 40 =
DECLINE

Any history of peripheral vascular disease = DECLINE

Any history coronary artery disease or angioplasty = DECLINE
DECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEOver 2 years = ACCEPT;

Within 2 years = GRADED

Check medication exclusion
list
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Over two years = STANDARD


SELECTDECLINEOver 5 yrs diagnosis last
treatment =ACCEPT

Maintenance ok
Over 2 yrs diagnosis, last
treatment= PREMIER

Maintenance ok
59
Cirrhosis of LiverDECLINEDECLINEdiagnosed within 2 yrs= ROP

diagnosed/hospitalized within 3 years = GRADED
Over two years = ACCEPTDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEDECLINEDECLINEGRADED

GRADEDACCEPT-STANDARDDECLINEEIWL
60
Crohns DiseaseDiagnosed prior to age 20 or in last 12 mos = DECLINE;

all others = check med list
Diagnosed prior to age 20 or in last 12 mos = DECLINE;

all others = check med list
ACCEPTACCEPTDiagnosed prior to age 20 or in last 12 mos = DECLINE;

all others = check med list
DECLINEACCEPTACCEPTCALL CARRIERDECLINEOver 5 YEARS in remission=
ACCEPT
Mild to moderate,
intermittent =
Preferred Death Benefit
(unless treatment is not needed for at least 2 years, normal colonoscopy within 2 years, stable weight and no complications) = DECLINEACCEPTdiagnosed prior to age 20 or in last 12 mos =DECLINE;

All others =check med list
DECLINEEmail NLG Quick Quotes

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PREFERREDSELECTPREFERRED

Hospitalization within a year = STANDARD

ACCEPTPREMIER
61
Congestive Heart FailureDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINE until pregnancy
completed

Resolved post pregnancy = ACCEPT
DECLINE until pregnancy
completed

Resolved post pregnancy = ACCEPT
DECLINEDECLINEDECLINEWithin the last ten years,
have been diagnosed,
treated or consulted with a
medical professional for
cancer =
DECLINE

ACCEPT for Cancer policy
DECLINEDECLINEDECLINEGRADEDDECLINESELECTGRADED
With Activity Credit = STANDARD

Hospitalization within a year = DECLINE

See COPD for qualifications for
activity credit

0-17 = DECLINE
DECLINEEIWL
62
COPDDECLINEDECLINEMedically diagnosed or
treated within 2 years= ROP

Been medically diagnosed or
treated, or hospitalized for, or
taken medication for within 3 years
= GRADED
Over two years = ACCEPTDECLINEDECLINEDECLINEHospitalized more than once in the past 24 months = DECLINE

Not hospitalized more than once in the past 24 months = GRADED

Not Hospitalized in last 24
months, non tobacco user =
GRADED

Tobacco User = DECLINE
DECLINEDECLINEMild ONLY-NO OXYGEN,
NO STEROIDS, non smoker
Questionaire required

SMART UL = DECLINE
Standard Death Benefit

COPD with more than minimal/occasional symptoms, requiring oxygen, disabled, hospitalization or tobacco use = DECLINEDECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEGRADEDTable 2 to DECLINESTANDARD








DECLINE









SELECTSTANDARD

Hospitalization within a year = DECLINE

With Activity Credit = PREFERRED

Qualifications for Activity Credit:
Routine activities (3 days/week of more than ten minutes of exercise) as walking the dog, gardening, mowing the yard, or other jobs requiring manual labor.

Activity can also include jogging, running, using an elliptical, rowing machine, stationary bike, lifting
weights, or other common exercises
DECLINEEIWL as long as no Oxygen
63
COVID-19Diagnosis within 90 days = DECLINEDiagnosis within 90 days = DECLINEDiagnosis within 90 days = ROP
Over 90 days since diagnosis =
ACCEPT
Diagnosis within 90 days = DECLINEWithin 90 days Hospitalized or in
facility or used mechanical
breathing aid;

Within 6 months having residual
ongoing respiratory damage;

Within 30 days of unexplained
symptoms;

Within 6 months having blood work
showing COVID-19
antibodies
= DECLINE
Within 90 days Hospitalized or in
facility or used mechanical
breathing aid;

Within 6 months having residual
ongoing respiratory damage;

Within 30 days of unexplained
symptoms;

Within 6 months having blood work
showing COVID-19
antibodies
= DECLINE
Fully recovered and no hospitaliztion = ACCEPT

Otherwise = CALL CARRIER
Over 60 days from positive test or
Hospitalization for 2 days or less
AND fully recovered = ACCEPT

Hospitalization over 2 days and/or
used mechanical breathing aid =
FULLY UNDERWRITTEN

Oxygen use = DECLINE

Exposed or travelled outside of
US must wait 14 days to apply
Over 90 days of being hospitalized or in facility = Preferred Death
Benefit


Positive test or diagnosis within 30 days = Basic Death Benefit (graded)

Oxygen use = DECLINE

Exposed or travelled outside of US must wait 14 days to apply
14 day from positive test = ACCEPT

Ongoing symptoms = DECLINE
ACCEPTMore than 90 days from positive
test and/or:

More than 90 days since
hospitalization w/o oxygen

Over 30 days from exposure
= ACCEPT

NOTE-
MOO DOES NOT ASK ABOUT
COVID. AS LONG NO OXYGEN
USE = ACCEPT
More than 90 days from positive
test and/or:

More than 90 days since
hospitalization w/o oxygen

Over 30 days from exposure
= ACCEPT

NOTE-
MOO DOES NOT ASK ABOUT
COVID. AS LONG NO OXYGEN
USE = ACCEPT
Not hospitalized, no ventialtor,
fully recovered for 60 days =
ACCEPT

Hospitaized and/or ventiallator
use
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PREFERREDWithin last 30 days or under current treatment = DECLINESELECTPREFERRED

Hospitalization within a year = STANDARD

Over 30 days recovered with no
complications = ACCEPT

Hospitalization is on a case by case
basis

Oxygen =
DECLINE
Over 30 days recovered with no complications = ACCEPT

Hospitalization is on a case by case basis

Oxygen =
DECLINE
64
CPAP w/No Oxygencombined w/overweight or high blood pressure= DECLINEcombined w/overweight or high blood pressure = DECLINEACCEPTACCEPTcombined w/overweight or high blood pressure = DECLINEACCEPTACCEPTACCEPTACCEPTSleep apnea treated = ACCEPTACCEPTPreferred Death Benefit Sleep apnea – severe and untreated = DECLINE
ACCEPTCombined w/overweight
or high blood pressure=
DECLINE
ACCEPTWith consistent cpap use=
Possible Standard
PREFERREDIn the last 5 years:
If it is being treated = SELECT
If it is not being treated = STANDARD
SELECTCPAP/treatment without supplemental oxygen – PREFERREDACCEPTPREMIER
65
CPAP w/OxygenDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEDECLINEDECLINEGRADEDDECLINEGRADEDSTANDARDDECLINEGIWL

GIWL REQUIRES VIDEO
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66
Cystic FibrosisDECLINEDECLINEUnderwriting depends on
complications:
COPD, ETC
DECLINEDECLINEDECLINEDECLINEDECLINEDECLINEAs long as no oxygen use =
Standard Death Benefit

DECLINEACCEPTDECLINEDECLINEDECLINEPREFERREDDECLINEDECLINEDECLINEDECLINEEIWL
67
DefibrillatorDECLINEDECLINEInstalled over 2 years ago =
ACCEPT
Over two years = ACCEPTDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEImplant within 1 yr =
Basic Death Benefit (graded)

Implant within 2 yrs =
Standard Death Benefit

Same for Pacemakers
DECLINEWithin the last ten years,
have been diagnosed,
treated or consulted with a
medical professional =
DECLINE

ACCEPT for Cancer policy
DECLINEOver 2 yrs =ACCEPT

Within 2 years = GRADED
DECLINEGRADEDDECLINEDECLINEPREFERRED

Hospitalization within a year = STANDARD

Installed over 5 yrs and as long as
no complications= ACCEPT
Installed over 2 yrs and as long as no complications = PREMIER
68
DepressionAnxiety 1-2 meds= ACCEPT

3+ meds, major
depression = DECLINE
Anxiety 1-2 meds= ACCEPT

3+ meds, major
depression = DECLINE
Attempted suicide over 1 yr =
ACCEPT
As long as no other history of
hospitalization
ACCEPT

Suicide attempt EVER = DECLINE
Anxiety 1-2 meds= ACCEPT

3+ meds, major
depression = DECLINE
Mild = ACCEPT;

Chronic, Major Depression=
DECLINE
Treated with meds=
ACCEPT

>6 months hospitalized for 48
hours or more= DECLINE
Suicide attempt ever = DECLINE

Psychotic Event -Hospitalized in the last 36 months = DECLINE
Anxiety 1-2 meds= STANDARD

3+ meds, major
depression = DECLINE
Other than bipolar with no hospitalization and no time lost from work = ACCEPT

1-2 meds = ACCEPT

3+ meds, major
depression = DECLINE
MILD within 25 ; Onset over 1 year:
no hospitalization, time off work
= ACCEPT

Severe= DECLINE
Treated with meds=
Preferred Death Benefit
;

Within 1 yr hospitalization=
DECLINE
Depressive disorder — severe = DECLINE

No treatment with anti-psychotic medications

No hospitalization needed

Up to 1 medication

No other mental nervous condition

No substance abuse

Single suicide attempt, suicidal ideation or self harm in the last 10 years. Any history of multiple attempts =
DECLINE

Psych conditions with hospitalization within 5 years or multiple hospitalizations, 3 or more medications, inability to work or not stable = DECLINE
ACCEPTHopitalized within 10 yrs =
DECLINE

Otherwise = ACCEPT
Controlled w/med = ACCEPT

Hospitalization within 2 years= DECLINE
No Rating to DECLINEPREFERREDMajor depression requiring 3 or more meds, or that led to loss of work witihin last 5 years = DECLINESELECTPREFERRED

Hospitalization within a year = STANDARD

ACCEPT;

Hospitalized 2 or more times
in last 12 months =
DECLINE
PREMIER
69
DementiaDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE for Critical Illness

ACCEPT for heart attack
and cancer policies
DECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE
70
Diabetes Diagnosed over 35 = ACCEPT

Diagnosed under 35 = DECLINE

Insulin = DECLINE

Oral med 35+ = ACCEPT

A1C over 8.5 = DECLINE
Diagnosed over 35 = ACCEPT

Diagnosed under 35= DECLINE

Insulin = DECLINE

Oral med 35+ = ACCEPT

A1C over 8.5 = DECLINE
Diagnosed over 35 = ACCEPT

Start insulin over 50 = ACCEPT
Start insulin under 50 = ROP
Complications = DECLINE

Insulin shock/diabetic coma treatment = DECLINE
Diagnosed over 35 = ACCEPT

Diagnosed under 35= DECLINE

Insulin = DECLINE

Oral med 35+ = ACCEPT

A1C over 8.5 = DECLINE
Diagnosed over 35 = ACCEPT

Taking 3 or more meds = DECLINE

Diagnosed under 35,
Insulin Use, complications,
OR combined with smoking
and High Blood Pressure =
DECLINE
ACCEPTA1c = 8.6 or less = LEVEL

A1c = 8.7-9.9 = GRADED

A1c = 10+ = DECLINE

Hospitalization due to diabetes in last 24 months = DECLINE

If also had stroke or also coronary artery disease ever = DECLINE

CALL CARRIERDiabetes Type 1 or Type 2 with A1C of 7 or above within last year or with neuropathy, retinopathy, kidney or heart disease or stroke history = DECLINETYPE 2
Current age 20-29, duration since
diagnosis within 5 yrs

Current age 30+ any duration
since diagnosis

Oral medication or diet; and
good control;
and
non-smoker or less than 1 pack/day = ACCEPT
Preferred Death Benefit;
no age minimum for diagnosis
Diagnosed over 40 = ACCEPT

Diabetes with significant
complications or diagnosed before 40 =DECLINE

Non-insulin treatments (Oral meds/diet control)

Good control of blood sugar (A1c less than 8)

No complications

Diagnosed within 6 months = DECLINE

No follow up with doctor in past 2 years = DECLINE

Complications or uncontrolled blood sugars or A1c = DECLINE
Type 1, Type II:
Diagnosed under age of 30,

= DECLINE

If A1C greater than 7.0 within the last 12 months, or with tobacco use = DECLINE
BELOW Table 2 BUILD

Before 45 = DECLINE
After 45 w/Pills = ACCEPT
After 45 w/Insulin = ACCEPT
Complications = DECLINE

DOES NOT ASK ABOUT A1C
After 45 w/Pills = ACCEPT
After 45 w/Insulin = ACCEPT

Before 45 = GRADED
Complications = GRADED
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PREFERREDRequiring insulin
OR age nearest less than 40
OR age nearest 40+ with A1C greater
than 7 =
DECLINE
SELECTSTANDARD

Hospitalization within a year = GRADED

0-17 = DECLINE
Pills = ACCEPT
Insulin =DELUXE TERM
Pills= PREMIER

Insulin =DELUXE
71
Diabetes-GestationalDECLINE until pregnancy
completed
DECLINE until pregnancy
completed
NAN/ADECLINE until pregnancy
completed
DECLINE until pregnancy completedNAN/ADECLINE until pregnancy
completed

Resolved post pregnancy = ACCEPT
DECLINE until pregnancy completedN/ADECLINE until pregnancy completedACCEPTDECLINE until pregnancy completedN/ADECLINE until pregnancy completedDECLINERequiring insulin
OR age nearest less than 40
OR age nearest 40+ with A1C greater
than 7 =
DECLINE
SELECTDECLINE until pregnancy completedDECLINE until pregnancy completedDECLINE until pregnancy completed
72
Diabetes-GoutDECLINEDECLINEACCEPTACCEPTDECLINEACCEPTACCEPTACCEPTCALL CARRIERACCEPTPreferred Death BenefitACCEPTSee DiabetesDECLINEDECLINENo Rating PREFERREDRequiring insulin
OR age nearest less than 40
OR age nearest 40+ with A1C greater
than 7 =
DECLINE
SELECTSTANDARD

Hospitalization within a year = GRADED

0-17 = DECLINE
ACCEPTPREMIER
73
Diabetes-InsulinDECLINEDECLINEOver 50 = ACCEPT

Insulin before 50 = RETURN OF
PREMIUM
Over 50 = ACCEPT

Before 50 = DECLINE
DECLINEDECLINEInsulin w/ NO COMPLICATIONS = ACCEPTA1c = 8.6 or less = GRADED

A1c = 8.7-9.9 = DECLINE

A1c = 10+ = DECLINE

Hospitalization due to diabetes in last 24 months = DECLINE

If also had stroke or also coronary artery disease ever = DECLINE

CALL CARRIER

Mostly declines
Diabetes Type 1 or Type 2 with A1C of 7 or above within last year or with neuropathy, retinopathy, kidney or heart disease or stroke history = DECLINECurrent age 40-59, duration
since diagnosis less than 5 years

Current age 60+, duration
since diagnosis under 25 years

Good control; and
non smoker or less than 1 pack/day
=ACCEPT

SMART UL = DECLINE; FULLY
UNDERWRITTEN = OK
Preferred Death BenefitDECLINESee DiabetesDiagnosis and insulin

Over 45 =
APPROVE
Under 45 = DECLINE
After 45 w/Insulin= ACCEPTEmail NLG Quick Quotes

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No complications = STANDARDDECLINESELECTSTANDARD

Hospitalization within a year = GRADED

0-17 = DECLINE
DELUXE TERMDELUXE
74
Diabetic NeuropathyNo history of gout, a1c is less than 8.5, diabetes was
diagnosed after age 35, no
other complications, no
tobacco x 12 months, no
medication changes or er
visits x 12 months, and is
working full time =ACCEPT
No history of gout, a1c is less than 8.5, diabetes was
diagnosed after age 35, no
other complications, no
tobacco x 12 months, no
medication changes or er
visits x 12 months, and is
working full time =ACCEPT
RETURN OF PREMIUMDECLINENo history of gout, a1c is less than 8.5, diabetes was
diagnosed after age 35, no
other complications, no
tobacco x 12 months, no
medication changes or er
visits x 12 months, and is
working full time =ACCEPT
DECLINEDECLINEDECLINEDECLINEDECLINEDECLINEBasic Death Benefit (graded)
DECLINESee DiabetesDECLINEAny diabetes complications
= GRADED
DECLINEDECLINEDECLINESELECTACCEPT

0-17 = DECLINE
DECLINEGIWL

GIWL REQUIRES VIDEO
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75
Diabetic RetinopathyDECLINEDECLINERETURN OF PREMIUMDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEBasic Death Benefit (graded)
DECLINESee DiabetesDECLINEAny diabetes complications
= GRADED
DECLINEDECLINEDECLINESELECTACCEPT

0-17 = DECLINE
DECLINEGIWL

GIWL REQUIRES VIDEO
CONFERENCING OR IN PERSON APP
76
Diabetes w/SmokingDECLINEDECLINEACCEPTACCEPTDECLINESmoking, High Blood Pressure,
AND Diabetes = DECLINE
ACCEPTACCEPTCALL CARRIERACCEPTLess than 1 pack/day = ACCEPTACCEPTDECLINESee DiabetesDECLINEACCEPTDECLINEPREFERREDDECLINESELECTSTANDARD

Hospitalization within a year = GRADED

0-17 = DECLINE
ACCEPTPREMIER
77
GabapentinACCEPT

Used for grand mal seizures = DECLINE

DECLINE FOR DIABETES
ACCEPT

Used for grand mal seizures = DECLINE

DECLINE FOR DIABETES
ACCEPT

Used for grand mal seizures =DECLINE

DECLINE FOR DIABETES
ACCEPT

DECLINE FOR DIABETES
ACCEPT

Used for grand mal seizures = DECLINE

DECLINE FOR DIABETES
ACCEPT

DECLINE FOR DIABETES
ACCEPT

DECLINE FOR DIABETES
ACCEPT

DECLINE FOR DIABETES
CALL CARRIERACCEPT as long as no diabetesACCEPT

DECLINE FOR DIABETES
Seizures-
Preferred Death Benefit

Nueropathy-
Basic Death Benefit (graded)

CONSIDERABLE

DECLINE FOR DIABETES
ACCEPTACCEPT- as long as no history of diabetes or diabetic meds

DECLINE FOR DIABETES
ACCEPT- as long as no history of diabetes or diabetic meds

DECLINE FOR DIABETES
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With diabetes = DECLINEDECLINE

DECLINE FOR DIABETES
SELECTPREFERRED

Hospitalization within a year = STANDARD

OK FOR DIABETES
ACCEPT

DECLINE FOR DIABETES
ACCEPT

DECLINE FOR DIABETES
78
Down's SyndromeDECLINEDECLINEMild -
Must have mental
compacity to understand
application,ability to answer
questions= ACCEPT

Otherwise DECLINE
DECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE if cannot sign nor
understnd the application
DECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEIf they can answer
questions, do the PHI, print and sign ther name, and
no disability = ACCEPT;

If they can answer
questions, do the PHI, and
yes to disability =
TERM DELUXE
If they can answer
questions, do the PHI, print and sign ther name, and
no disability = PREMIER;

If they can answer
questions, do the PHI, and
yes to disability =
DELUXE
79
DiverticulitisAcute with full recovery-
ACCEPT
Acute with full recovery-
ACCEPT
ACCEPTACCEPTAcute with full recovery-
ACCEPT
ACCEPTACCEPTACCEPTCALL CARRIERDiverticulitis/Diverticulosis - full recovery = ACCEPTAcute with full recovery-
ACCEPT
Mild to moderate,
intermittent =
Preferred Death Benefit
DECLINE unless controlled wihout medicationACCEPTACCEPT-
no DI Rider
ACCEPTNo Rating to Moderate
Rating
PREFERREDACCEPTSELECTPREFERRED

Hospitalization within a year = STANDARD

ACCEPT-as long as no
disability
PREMIER-as long as no
disability
80
EmphysemaDECLINEDECLINENo treatment = ACCEPTOver two years = ACCEPTDECLINEDECLINEDECLINEHospitalized more than once in the past 24 months = DECLINEDECLINEDECLINEDECLINEStandard Death Benefit

DECLINEDECLINE for Critical Illness

ACCEPT for heart attack
and cancer policies
DECLINEGRADEDTable 4 to DECLINESTANDARDDECLINESELECTSTANDARD
With Activity Credit = PREFERRED

See COPD for qualifications for activity credit
DECLINEDECLINE
81
EndometriosisNon Cancerous = ACCEPTNon Cancerous = ACCEPTACCEPTACCEPTNon Cancerous = ACCEPTNon Cancerous = ACCEPTNon Cancerous = ACCEPTNon Cancerous = ACCEPTNon Cancerous, no complications =
STANDARD
Non Cancerous = ACCEPTNon Cancerous =
Preferred Death Benefit
If surgery to remove or on metformin for treatment = ACCEPT

Ongoing severe treatment or complications = DECLINE
ACCEPTNon Cancerous = ACCEPTNon Cancerous = ACCEPTEmail NLG Quick Quotes

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PREFERREDNon Cancerous = ACCEPTSELECTPREFERRED

Hospitalization within a year = STANDARD

ACCEPTACCEPT
82
EpilepsyPetit mal = ACCEPT

All others= DECLINE
Petit mal = ACCEPT

All others= DECLINE
If no seizures for three years and no meds =APPROVED

Meds and seizures within 3 years = GRADED
Petit mal = ACCEPT

All others= DECLINE
Grand mal/PETIT MAL
within 6 months DECLINE-

Over 6 months CALL CARRIER
Treated with meds=
ACCEPT

Within 6 months hospitalized for 48
hours or more= DECLINE
CALL CARRIERDiagnosed over 5 years ago, not more than 1 seizure in past year, compliant with medication = ACCEPTControlled on meds, no seizures within two years and no complications = ACCEPTTreated with meds=
Preferred Death Benefit
;

Within 1 yr hospitalization=
DECLINE
No seizures in 5 years

No hospitalization in past 5 years

Diagnosed more than 3 months ago with evaluation completed = ACCEPT

No medications needed

*Ability to offer dependent on cause and number of attacks per year
DECLINE for Critical Illness

ACCEPT for heart attack
and cancer policies
DECLINEDECLINEEpilepsy, petit mal - no attack
in one year = No Rating

Epilepsy, grand mal/others -
no attack over 1 yr =
No Rating to Moderate Rating
STANDARDDiagnosed or treated within last 5 years = DECLINESELECTPREFERRED

Hospitalization within a year = STANDARD

CHECK MEDS
Controlled, no seizures over 5 yrs = ACCEPTControlled, no seizures over 2 yrs = PREMIER
83
Erectile DysfunctionACCEPTACCEPTACCEPTACCEPTACCEPTACCEPTACCEPTACCEPTACCEPTACCEPTACCEPTPreferred Death BenefitACCEPTACCEPTDECLINEACCEPTNo RatingPREFERREDACCEPTSELECTPREFERREDACCEPTPREMIER
84
FibromyalgiaACCEPT, check medsACCEPT check medsACCEPTACCEPTACCEPT check medsDECLINEACCEPTACCEPTCALL CARRIERACCEPTNo depression, working
full-time
= ACCEPT
Preferred Death BenefitACCEPT-check meds

If severe, on two or more meds = DECLINE
ACCEPTACCEPT-check medsACCEPT- check medsNo Rating to Moderate RatingPREFERREDACCEPTSELECTPREFERREDACCEPTPREMIER
85
Gallbladder DisorderACCEPT, check medsACCEPT, check medsACCEPTACCEPTACCEPT, check medsACCEPTACCEPTACCEPTCALL CARRIERRemoved and benign = ACCEPT>1 yr; weight stabilized=
ACCEPT
Preferred Death BenefitACCEPTACCEPTACCEPT, check medsACCEPT, check medsNo RatingPREFERREDACCEPTSELECTPREFERRED
Hospitalization within a year = STANDARD
ACCEPT-non cancerousPREMIER-non cancerous
86
Gastric Bypass Over 1yr = ACCEPT Over 1yr = ACCEPTACCEPTACCEPT Over 1yr = ACCEPTOver 6 MONTHS = ACCEPTACCEPTACCEPTCALL CARRIER

Must be over six months after
surgery
Over 1 year after surgery = ACCEPTACCEPTOver 12 months=
Preferred Death Benefit
Gastric bypass – less than six months ago = DECLINE

*Assuming current build with ½ weight loss within 1 year added is standard or better
ACCEPTOver 1 yr = ACCEPTACCEPTEmail NLG Quick Quotes

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PREFERRED

Procedure within 6 months = DECLINESELECTPREFERRED
Hospitalization within a year = STANDARD
ACCEPTPREMIER
87
GoutACCEPT

Combined w/diabetes, kidney stones, or protein in urine = DECLINE
ACCEPT

Combined w/diabetes, kidney stones, or protein in urine = DECLINE
ACCEPTACCEPTACCEPT

Combined w/diabetes, kidney stones, or protein in urine = DECLINE
ACCEPTACCEPTACCEPTACCEPTACCEPTACCEPTPreferred Death BenefitACCEPTACCEPTACCEPT;
No DI Rider
Combined w/diabetes, kidney stones, or protein in urine=DECLINENo RatingPREFERREDACCEPTSELECTPREFERRED
Hospitalization within a year = STANDARD
ACCEPTPREMIER
88
Heart Attack/
Heart Disease
DECLINEDECLINETreatment within 2yrs= ROP

Treatment within 3 yrs =GRADED
Over 2 years = ACCEPTDECLINEDECLINEOver 1 year = ACCEPT with no other complicationsGIWLLast 24 months & Non-Tobacco = LEVEL

Last 24 months & Tobacco = GRADED

Last 6 months = GRADED
CALL CARRIERIn the last five years or in combination with tobacco use, diabetes, or stroke = DECLINEDECLINEWithin 1 yr = Basic Death Benefit
(graded)

Within 2 yrs = Standard Death
Benefit

Heart mucle disease =
DECLINE
Any heart attack = DECLINE

Heart murmurs, unless no antibiotics or other treatment is needed, and no follow-up advised = DECLINE

Any history of coronary artery disease = DECLINE
Within the last ten years,
have been diagnosed,
treated or consulted with
a medical professional
=
DECLINE

ACCEPT for Cancer policy
DECLINEOver 2 yrs =ACCEPT

Within 2 years = GRADED
No Rating to DECLINEOver two years = STANDARD

Under two years = GRADED
DECLINESELECTSTANDARD
Hospitalization within a year = GRADED

With Activity Credit = PREFERRED

Qualifications for Activity Credit:
Routine activities (3 days/week of
more than ten consecutive minutes of exercise)

Activity can also include jogging, running, using an elliptical, rowing machine, stationary bike, lifting
weights, or other common exercises
Over5 yrs=ACCEPT,
maintenance ok
Over 2 years treated= PREMIER
maintenance ok

Over 1 year = EIWL

Blood thinner = GRADED
89
Heart -
Mitral Valve Insufficiency/
Prolapse
DECLINEDECLINEOver 3 years from procedure
= ACCEPT (see heart surgery)
Over 2 years = ACCEPTDECLINENo meds-Possible
Accept-CALL CARRIER
Over 1 year = ACCEPTCALL CARRIERMitral Valve Prolapse = ACCEPTAny heart valve disease or
surgery =
DECLINE
DECLINEHeart valve replacement = DECLINEWithin the last ten years,
have been diagnosed,
treated or consulted with
a medical professional
=
DECLINE

ACCEPT for Cancer policy
DECLINEOver 2 yrs =ACCEPT

Within 2 years = GRADED
No Rating to DECLINEOver two years = STANDARD

Under two years = GRADED
DECLINESELECTPREFERRED
Hospitalization within a year = STANDARD
DECLINEEIWL
90
Heart Surgeries
(Bypass, etc)
DECLINEDECLINEOver 3 yrs = ACCEPTOver 2 years = ACCEPTDECLINEDECLINEOver 1 YR = ACCEPTCoronary Artery Disease with Bypass Grafting:

Last 24 months & Non-Tobacco = LEVEL

Last 24 months & Tobacco = GRADED

Last 6 months = DECLINE
CALL CARRIERIn the last five years or in combination with tobacco use, diabetes, or stroke = DECLINEDECLINEWithin 1 yr – Basic Death Benefit (graded)

Within 2 yrs= Standard Death Benefit
DECLINE

Heart valve replacement = DECLINE
Within the last ten years,
have been diagnosed,
treated or consulted with
a medical professional
=
DECLINE

ACCEPT for Cancer policy
DECLINEOver 2 yrs =ACCEPT

Within 2 years = GRADED
No Rating to DECLINEOver two years = STANDARD

Under two years = GRADED
DECLINESELECTPREFERRED

Hospitalization within a year = STANDARD
Over 5 yrs = ACCEPT,
maintenance ok
Over 2 years treated= PREMIER
maintenance ok

Over 1 year = EIWL

Blood thinner = GRADED
91
HepatitisDECLINEDECLINEOver 3 years = ACCEPT

Diagnosed within 2 yrs= ROP

Diagnosed/hospitalized within 3 years = GRADED
Over 2 years = ACCEPTDECLINEHEP A (recovered) = ACCEPT
HEP B + C = DECLINE
HEP A (recovered) = ACCEPT
HEP B + C = DECLINE

Chronic or alcoholic hepatitis=
DECLINE
Hepatitis B EVER = GRADEDCALL CARRIERHepatitis A - fully recovered = ACCEPTHEP A (recovered) = ACCEPT

HEP B + C = DECLINE
Hep B or C=
Standard Death Benefit
DECLINEDECLINEDECLINEDECLINE

Hep C = GRADED
Hepatitis, chronic
Hep. B (treated and
resolved) =
Table 4 to Decline

Hep. C (treated and resolved)
Table 4 to Decline
B and C = STANDARDAcute Hep A = ACCEPT
CHRONIC, HEP B = DECLINE
B or C = SELECTSTANDARD
Hospitalization within a year = GRADED
DECLINEEIWL
92
High Blood PressureUp to 2 meds= ACCEPT

3+ meds = DECLINE

Diuretic = DECLINE

Mild diuretic = CALL CARRIER
Up to 2 meds= ACCEPT

3+ meds = DECLINE

Diuretic = DECLINE

Mild diuretic = CALL CARRIER
ACCEPTACCEPTUp to 2 meds= ACCEPT

3+ meds = DECLINE

Diuretic = DECLINE

Mild diuretic = CALL CARRIER
Diagnosed under 30 yrs old,
Takes 4 or more meds, OR
takes Furosemide (DIURETIC)
and Carvedilol = DECLINE
ACCEPTACCEPTControlled with meds = STANDARD

Otherwise CALL CARRIER

Diuretic = DECLINE
Ages 18-50
Preferred = 150/90
Standard = 155/95

Ages 51-60
Preferred = 160/95
Standard = 160/95
1-2 meds, Controlled = ACCEPT

3+ depends on combination-
see Agent Guide

2-3 meds = DO HBP QUESTIONNAIRE

Diuretic = DECLINE

Mild diuretic = CALL CARRIER
Preferred Death BenefitUncontrolled hypertension =
DECLINE

2 or less medications

No hospitalizations

Normal blood pressure in past 2 years
As long as it is controlled =
ACCEPT

Blood thinner = DECLINE
Will accept 3+ meds w/o
multiple impairments +
table 2 or higher build;
HBP med AND diuretic =
DECLINE

Check prescription exclusion
list
Hospitalization within 5 yrs =
DECLINE
If client takes heavy duty meds,
do a Risk Assessment
ACCEPT

HBP med AND diuretic =
DECLINE
No Rating-well controlled

Diuretic = DECLINE
PREFERRED3 or more meds = DECLINE

Diuretic = DECLINE
SELECTPREFERRED

Hospitalization within a year = STANDARD

ACCEPT

Diuretic = DECLINE

Mild diuretic = CALL CARRIER
ACCEPT

Blood thinner = GRADED
93
HIVDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGRADEDDECLINEDECLINEDECLINEDECLINEDECLINE
94
HIV PREPDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGRADEDDECLINEDECLINEDECLINEDECLINEDECLINE
95
HospitalizationWithin 12 months or current
= DECLINE
Within 12 months or current =
DECLINE
Current = DECLINECURRENT = DECLINEWithin 12 months or current =
DECLINE
Current = DECLINECurrent = DECLINEGIWLCurrent = DECLINECurrent = DECLINECurrent = DECLINECurrent = DECLINECurrent = DECLINECurrent = DECLINEACCEPT

Within the last ten years =
DECLINE for ICU rider
Current = DECLINECurrent = DECLINEWithin five years, Email NLG Quick
Quotes

underwritingquickquotes
@nationallife.com
Hospitalized more than 2 weeks in last year = DECLINEWithin the last 12 months = DECLINE

Surgery within 2 years = DECLINE
Within one year = DECLINEWithin the last 12 months with exception for pregnancy = STANDARDCurrent = DECLINE

Hospitalized 2 or more times within
12 months =
DECLINE
Current = DECLINE

Hospitalized 2 or more times within
12 months =
GIWL

GIWL REQUIRES VIDEO
CONFERENCING OR IN PERSON APP
96
Huntington's DiseaseDECLINEDECLINEACCEPT-
Must have mental capacity

If mentally impaired=
DECLINE
ACCEPT-
Must have mental capacity

If mentally impaired=
DECLINE
DECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEDECLINEEmail NLG Quick Quotes

underwritingquickquotes
@nationallife.com
DECLINEDECLINEDECLINEDECLINEAs long as they can answer no to all the questions =
POSSIBLE ACCEPT;
May request Medical Records
As long as they can answer no
to all the questions =
POSSIBLE ACCEPT;
May request Medical Records
97
HypothyroidismACCEPT, check medsACCEPT, check medsACCEPTACCEPTACCEPT, check medsACCEPTACCEPTACCEPTACCEPTACCEPTACCEPTPreferred Death BenefitACCEPTACCEPTACCEPT; check medsACCEPT; check medsNo RatingPREFERREDACCEPTSELECTPREFERRED

Hospitalization within a year = STANDARD

ACCEPTPREMIER
98
Kidney DialysisDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEDECLINEDECLINEGRADEDDECLINEWithin one year = DECLINEDECLINEDECLINEDECLINE
99
Kidney Disease-ChronicDECLINEDECLINERETURN OF PREMIUMDECLINEDECLINEDECLINEDECLINEGIWLWithin 48 months = GRADEDDECLINEDECLINEDECLINE;

Acute infections = ACCEPT
Disease/Renal insufficiency =
Standard Death Benefit
DECLINE

Any polycystic kidney disease = DECLINE
DECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEOver 4 yrs as long as not end stage renal failure = ACCEPT

Within 4 years = GRADED
DECLINEGRADEDDECLINESELECT

Hospitalization within a year = GRADED
STANDARD

Hospitalization within a year = GRADED
DECLINEEIWL
100
Kidney FailureDECLINEDECLINERETURN OF PREMIUMDECLINEDECLINEDECLINEDECLINEGIWLDECLINEDECLINEDECLINEDECLINEDECLINEDECLINEDECLINE for Critical Illness

ACCEPT for heart attack,
stroke and cancer policies
DECLINEDECLINEDECLINEGRADEDDECLINEDECLINEDECLINEGIWLGIWL

GIWL REQUIRES VIDEO
CONFERENCING OR IN PERSON APP