Check the carrier's rules before you apply

Start with the client's profile. Then check carrier rules for declines, extra review and liquid-asset definitions.

A carrier decline can signal a poor fit. Return to the client's facts before trying another carrier. Never bypass a best-interest concern with looser screens.

Free, read-only

You'll learn to

• Read what a carrier declines and what it sends for extra review
• See how a carrier counts liquid assets and write the reason for your file
• List the carriers that have rules on file for a case

In this guide

1. 1. What do the carrier rules say about this case?
2. 2. How do carriers count liquid assets?
3. 3. Which carriers decline or review this case?