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Underwriting Questionnaires

General & Specific Health

We’ve got an extensive library of questionnaires that can be sent directly to the underwriting team for review. Open the questionnaire you need below, using the categories presented as a guide. Note that any question with a red asterisk is a required question, so if you do not answer it, you will be prompted at the end to complete it. The more information you’re able to provide, the better advisement the underwriting team can give. You may send the link to your client so they’re able to complete the questions, but please note that you will not be able to save your answers and continue later.

Once you’ve completed the fields presented, click on “Submit” and it will be routed electronically to our underwriting team. They will get back to you once they\’ve reviewed it and will advise on next steps.

Lifestyle and Avocation

Financial Underwriting

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Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303.797.9080. Diversified Brokerage Services is not affiliated with The Leaders Group, Inc.


Before investing, research the background and registration status of any firm or financial professional you are considering dealing with at: http://brokercheck.finra.org/

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