Client Questions

• How long does it take a payment to process?
• What client payment methods does Ethos accept?
• How can my client update their payment method?
• Can my client change their premium draft date?
• Does Ethos re-attempt payment after initial payment failure?
• Can payment be processed before their due date?

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• Who can be the policy owner?
• Can the payor be changed?
• Do I have access to my client’s policy?
• How can my client add more beneficiaries?
• If my client dies overseas, will the claim still be paid and can the proceeds go to a non-U.S. bank account?
• Can I change the draft date on a TruStageⓇ policy after submission?

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• How do I update a client's phone number?

• What is a Grace Period?
• How can my client pay during their grace period?
• What types of reinstatements are available?
• How can my client reinstate their policy?
• How long after a policy lapses can it be reinstated?
• What is the grace period for a missed or late premium payment?

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