CPS-Reliable Financial Group
Experts in Business, Estate and Personal Life Planning
A CPS Insurance Services, Inc. Affiliated Office
 
 
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Impaired Risk Underwriting

Contact your CSR at CPS-Reliable for assistance with your Impaired Risk cases.

An evaluation for life… usually in 48 hours, or less. The Quick Quote Questionnaire asks all the pertinent questions as to the condition or ailment of the applicant – permitting our participating companies the opportunity of evaluating the information and making a tentative offer for life insurance for the client. No signatures, no application, no time consuming investigations or expensive Attending Physicians’ Statements - a complete evaluation in less than 48 hours. All questions must be completed.

All Forms are to be faxed to CPS-Reliable.
National Toll Free Fax Number is 1 (877) 921-1755

Contact your local RFG office for assistance with your Impaired Risk cases.

The Informal Inquiry Form or Informal Inquiry 15-Point Type (required in CA) needs to be completed, signed and submitted to CPS when APS(s) need to be acquired prior to shopping an impaired risk case.

In order to shop cases ALL information requested on the Informal Inquiry Check List - Click Here - will need to be submitted with the Informal Inquiry. Missing Information will result in case not being processed.

* For cases to be submitted with an Informal Inquiry Form agents and brokers will need to obtain the medical records and submit them to CPS-Reliable along with the Informal Inquiry Form.

All forms can be faxed to CPS-Reliable. Our National Toll Free
Fax Number is 1 (877) 921-1755. Please mail original documents
to CPS-Reliable at our published mailing address.

On occasion, a carrier will require that a questionnaire be completed during the underwriting of a case. THESE ARE NOT THE SAME AS QUICK QUOTE QUESTIONNAIRES. It may be necessary to complete one of the standard forms for submission with an application. Click on the questionnaire you would like to view or print out.

All Forms are to be faxed to CPS-Reliable.
National Toll Free Fax Number is 1 (877) 921-1755

 


 

 

 

 



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Web site Created: September 2002
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