Banner/William Penn – Underwriting Dialogue

Underwriting Dialogue
Read the new Underwriting Dialogue, focusing on Athletic Heart, here.
The newsletter will also be added to the InTOUCH Underwriting microsite.

NEW UNDERWRITING GUIDELINES. Click here to see the new Underwriting Guidelines. Banner/William Penn revamped the format to make it easier to use the guidelines digitally. Changes include:

  • Expanded financial underwriting guidelines
  • Increased jumbo limit to $65 million, for ages 20-75
  • No more physician exams or treadmill EKGs
  • JetStream APS and have been added to the list of approved APS vendors
Posted in Bulletins, Newsletter.