Compass

United of Omaha: Senior Assessment Update (3/28/18)

Effective April 1, 2018, a Senior Assessment will be required in certain age/face parameters on fully underwritten Life products. It will be completed at the time of the paramedical examination. This testing will assess a client's cognitive ability, memory functions, mobility testing and ability to perform Activities of Daily Living. 

What you need to know:
  • Ages: 66 and over
  • Face Amounts: $500,000 and over
  • Products: All fully underwritten Life products (IUL, GUL, AccumUL, and TLA)
This change impacts all applications signed April 1, 2018, or after.