Here we wanted to give you focused access to all things underwriting. Some of these files are updated within the Priorities Packet and are also located on that page, but this page is where you go for all of your underwriting needs. Basically, when you “got a guy”, start here. Enjoy!

Underwriting Cheat Sheets


Need a quick answer to how a wide cross section of insurance companies view a specific aspect of a client’s medical, personal or lifestyle history? This collection of Underwriting Cheat Sheets contain clear answers to straightforward questions that we all face on a day in, day out basis. Of course, when you have a unique situation that is not covered by these Cheat Sheets, our underwriting team is more than ready to step in and provide some insight on more nuanced situations. Take advantage of their almost 100 years of experience and reach out to them via email at