Look what's new in underwriting
In an effort to improve the efficiency of our underwriting process, Equitable Life of Canada is introducing Financial Underwriting Guidelines. These guidelines explain what financial information is required and why. This can help ensure that advisors gather all the necessary information to have their applications processed quickly.
Another resource to help understand the information required in the underwriting process is the Guide to Individual Underwriting #1024. It provides more detail on how some common medical and non-medical conditions can impact an underwriting decision.
You can find these resources on EquiNet under Insurance Forms - Underwriting as well as on the Insurance page under New Business & Underwriting.
If you have any questions, please contact the Equitable Life Regional Service Representative nearest you or email indnewbus@equitable.ca.
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