Core Carrier Underwriting Cheat Sheets


Need a quick answer to how a wide cross section of insurance companies view a specific aspect of a client’s medical, personal or lifestyle history? This collection of Underwriting Cheat Sheets contain clear answers to straightforward questions that we all face on a day in, day out basis. Of course, when you have a unique situation that is not covered by these Cheat Sheets, the CBS Services Team is ready to step in and provide some insight on the more nuanced situation. Reach out to us by phone, or via email at