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UNDERWRITING 101

RED FLAG LIST → ALWAYS GUARANTEED ISSUE!

Diagnosis Oxygen, Dialysis, Alzheimer's/dementia, HIV, Organ Transplant, Congestive Heart Failure (CHF), Cancer (<2 yrs), Heart/Stroke/Circulatory (<12 months)

Medications: Antabuse, Aricept, Azathioprine, CellCept, Cognex, Digoxin, Disulfiram, Donepezil, Entresto, Exelon, Imuran, Memantine, Mycophenolate Mofetil, Namenda, Namzaric, Prograf, Rapamune, Rapamycin Razadyne, Suboxone, Subutex, Tacrolimus, Zubsolv.

DRILL DOWN QUESTIONS

COPD: ever any oxygen use?

Diabetes: Insulin or pill? Any Gabapentin, Lyrica for neuropathy?

Heart Attack: any nitroglycerin? CHF?  Pacemakers/defibrillator?

Hep C: was it treated/when? Any cirrhosis? 

Nitroglycerin: First prescribed? Refill how often? Last used?

Opioids: any narcan or naloxone?

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