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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