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.
Note: This exception will only be made when fluids are required i.e., when ivari’s Underwriting Requirements Chart shows the requirements as telephone interview along with blood and urine.
How to request this exception
- You must clearly indicate your request for a paramedical in lieu of a telephone interview on the Advisor’s Report page of the ivari 360 eApp.
- Do not order the requirements. Instead, Head Office will order the requirements for you.
Important! If your request is not clearly indicated on the Advisor’s Report page, a telephone interview will automatically be ordered, and you will need to order the blood and urine requirements as per your usual process. Once the telephone interview has been ordered, it cannot be cancelled.
For advisor use only.
Published on: October 12, 2021