Monumental and Transamerica

[WinoBlues]

OK, I just got a call from a client.

F 70 non 5'8" 270#s Build is the only issue, CA
I already have her maxed out wiyh United Heritage and have $25,000 Monumental policy on her.

She wants another $50,000 which I am looking at United Home. But a minimum of $25,000 my question is Does TA count the Monumental policies toward their max FE policy amounts? (we have been on hold with them FN 43 Minutes as I type this)

Thank you,

Lee

 

[Rearden]

Pretty sure yes.

RNA should do it Level.

 

[suranceman]

Mutual of Omaha will take this level.

 

[WinoBlues]

Pretty sure yes.

RNA should do it Level.

Yeah that was an option if I stack RNA and ?

Thanks

 

[WinoBlues]

OK, I gave up and hung up with TA. That is crazy trying to get through to them.

 

[Todd King]

Yeah that was an option if I stack RNA and ?

Thanks

Actually depends on just how short she is compared to her weight. RNA will take her on FE all day. If she's not too bad overweight, then they just might take her on the Essential for the full $50K. You would need to run it by risk assessment.

 

[Rearden]

Settlers Silver will stack with no height-weight for 25k if you can do face-to-face.

 

[WinoBlues]

CA

 

[mudhound]

2nd on Settlers

 

[WinoBlues]

2nd on Settlers

I do not believe Settlers is in California yet.

Update:

Yes, TA counts the Monumental toward the Max coverage.
I just submitted to United Home Life, We will see. Super easy eApp and PHI.

Thanks all