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LEVEL 1: STANDARD POLICY - CURRENT FACTS
- Current Insured
- Current Owner
- Current Payer
- Current Gross Death Benefit
- Current Loans
- Current Restrictions On:
- Access to Cash Values
- Collateral Assignment of Interests
- Changing Ownership
- Changing Beneficiary
- Current Beneficiary
- Current Mortality Table Utilized (BIAS)
- Current Interest Crediting Rate (on dividend rate)
- Policy Loans
- Current Loan Rate
- Current Crediting Rate on Borrowed Funds
- Etc.
Carrier Review: ISSUING INSURANCE COMPANY
Name:
Financial Company Ratings: Moody's, Standard & Poor's, AM Best, Finch, Weiss
Company Size:
Mutual or Stock Company:
History of Downgrades:
Dividend Crediting Rate History:
Carrier was Acquired, Merged since Policy Issue:
Yes __ No __
Current Carrier Administration Policy:
IF CHANGE:
New Policy Administration Company (if issuing company has been acquired, merged or block of business sold)
Includes FULL COMPANY REPORT AND FACT SHEET
Contact us for more information.
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