Underwriting Tip: Owner and Beneficiary Relationships

We offer a variety of simplified issue Express life insurance products to help meet your clients’ needs. It’s important for you to be aware of the acceptable owner/beneficiary relationships. Acceptable Owner/Beneficiary Relationships include: Spouse, Fiancée, Domestic Partner Parent Child Life Insurance Trust Acceptable Beneficiary-Only Relationships (not as owner) include: Estate Siblings Grandparents and Grandchildren Close Relatives by Marriage (in-laws) Ex-spouse Any other Owner/Beneficiary relationships will not be approved. Get this information and other important underwriting information in our Underwriting Guide. And, to learn more about our simplified issue Express products, visit mutualofomaha.com/simple.   Underwriting Tip: Owner and Beneficiary Relationships  
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).