While reviewing,replacing an LH policy,70,nt,preferred,the client mentioned she had recently taken out a Transamerica policy on her son,38.
She was very upfront about the fact that he's currently incarcerated.
Agent said no problem,I can get him a policy.
I asked her to take a look.
LP 121 Immediate Solution 0-44
Mother is payor,bene.
Issued 9/15,son incarcerated since 5/15.
Question 2J answered no (incarcerated in the past 2 years? ) Automatic decline.
Asked her who signed the son's name on all pages where PI signs,she said the agent told her to sign here.
No copy of page 7 in the a
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She was very upfront about the fact that he's currently incarcerated.
Agent said no problem,I can get him a policy.
I asked her to take a look.
LP 121 Immediate Solution 0-44
Mother is payor,bene.
Issued 9/15,son incarcerated since 5/15.
Question 2J answered no (incarcerated in the past 2 years? ) Automatic decline.
Asked her who signed the son's name on all pages where PI signs,she said the agent told her to sign here.
No copy of page 7 in the a
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