Get Clients 2x the Protection: Same Class, Limited Underwriting with Metlife

News Image 07-25-2016

From August 1st through December 31st, 2016, MetLife is offering a quicker way for a qualified client to get more life insurance with limited underwriting. The MetLife Class Match program can issue a new policy matching that client's inforce policy's underwriting class and face amount, up to $1.5 million.1

Who's Eligible?

•Age 18 to 65
o 18 to 60: $1.5 million face limit
o 61 to 65: $1 million face limit
•Applying for any permanent, single-life policy
•Standard or better (including smokers)1
•Must have an existing inforce policy, issued by an approved carrier, for at least six months and no more than five years


Application Process

Two ways to complete:

By Paper

*New Business Application (ENB-7-07)
*Medical Supplement (EMED-48-07)
*Enterprise Authorization Form (EAUTH-16)
*Producer Certification Form (EPID-54-07)
*We also suggest submitting the HIV Consent (EHIV-04)

By Telephone Interview
*Express Order Ticket (EOT)
*Enterprise Authorization Form (EAUTH-16)
*Producer Certification Form (EPID-54-07)
*We also suggest submitting the HIV Consent (EHIV-04)

Client provides:

*A copy of the inforce policy face page showing the face amount and underwriting class
*A copy of the medical declarations from the inforce policy application (usually bound in the back of the policy, often called a "Part II")
NOTE: Please write "Class Match" on the top of each copy

MetLife reviews:

Prescription history
Medical Information Bureau (MIB) Report
Motor Vehicle Report

AgentSuite

Contact

BUA Sales
Phone: 800-792-6795