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Universal life insurance
New business & policy administration
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Understanding Underwriting – CE Courses for Advisors
Enhance your underwriting knowledge with these ivari CE accredited courses!
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Updated premium rates for TERM<em>Select</em> Standalone insurance products
Effective on November 6th, premium rates for TERMSelect T10 and T20 standalone insurance products will decrease. The new rates will be implemented in ivari 360 and LifeView and are also available to view in the TERMSelect Rate Guide.
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Important information for 2021 tax reporting (WFG)
ivari 2021 Tax Receipt Mailing Schedule
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Important Underwriting requirements information
The choice of selecting a paramedical exam instead of a telephone interview is only available when Vitals/Labs are also required and can be ordered from either Dynacare or ExamOne as a regular ivari Underwriting Requirement.
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Important Underwriting requirements information (WFG)
The requirement to select a paramedical exam instead of a telephone interview when Vitals/Labs are also required is no longer an exception and can be ordered from either Dynacare or ExamOne as a regular ivari Underwriting Requirement.
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Requesting a paramedical in lieu of a telephone interview
ivari’s underwriting team is pleased to announce that WFG advisors can now request to have their clients complete a paramedical exam instead of a telephone interview by following the instructions outlined below.
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