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The customer wants a loan quote.
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Have to verify the PO's DOB and the DOB of each main insured
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The customer wants to know the face amount of his life insurance policy.
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Have to verify the PO's DOB
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The customer wants to cancel a UL policy.
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Have to verify the PO's DOB and the DOB of each main insured
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The customer wants beneficiary information on her life insurance policy.
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Have to verify the PO's DOB
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The customer received a Generic Service - Life letter with the customer's current cash value.
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Have to verify the PO's DOB
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The customer wants to know about the Long-Term Care Rider on his policy.
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Have to verify the PO's DOB
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