CLA - When to Verify DOB

6 cards   |   Total Attempts: 188
  

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Cards In This Set

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