Underwriting
Underwriting Questionnaires
As part of our ongoing strategy of providing best-in-class resources, the Cavalier Associates Underwriting Team has developed a library of Underwriting Impairment Questionnaires designed to help advisors capture a clear, concise snapshot of a client’s medical history prior to entering formal underwriting. Below you will find resources for clients with:
- Medical Impairments
- Hazardous Avocations
- U. S. Citizens with Foreign Travel & Residency
- Foreign Nationals
Please reach out to your Cavalier Associates Marketing Consultant upon completion of the appropriate questionnaire(s) for an evaluation of the risk or to calendar a consultation.
