Have you ever found it difficult to compare all the companies’ underwriting requirements? Then, you might find this Medical and Financial Underwriting Guide of some value.
Currently in spreadsheet format, this set of tables has been developed by research house Plan For Life and has, until now, only been made available to the life companies themselves as part of a broader research package.
With thanks to Plan For Life, these tables and your user guide are now available for you to access, like everything else within riskinfo, for FREE.
Details
- The spreadsheets will provide you with information on medical and financial underwriting requirements, together with lots of other terms and limits applied by each insurer.
- Click on or scroll down to the Financial Classifications table, which you will find at the bottom of each of the medical and financial underwriting tables. This will explain the coded requirements set out for each company.
- This service is very new and will be enhanced over time.






