The retirement health and lifestyle form is an industry standard form used to gather medical data, specific to your client, to produce an underwritten annuity quote. We require this information to be used within a whole of market research portal to generate the quote.
Retirement health and lifestyle form
More information on the retirement health and lifestyle form and this process is available on their website View - website.
You can see view our underwriting guide.
Download our guide PDF size: 1721 KB