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Ethos
Client Questions
Policy

Policy

This will provide information on your clients' questions about their policy.

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?
Why would a policy status be “Submitted for Future Issuance”?
Can a client manage multiple policies under one Customer Portal account?
How do I change the draft date for a policy that is post-dated?
How can I request a physical copy of a policy?
How can a client get a refund for a canceled policy?
What if my client's beneficiary lives in another country?
What makes a policy a controlled policy?
I want to write a policy for myself or a family member. What do I need to do?
Can a client lower their death benefit later?
What does "Awaiting Future Issuance" mean, and when will it update?
How do I cancel an Ethos policy?
Can I adjust the face amount of a TruStageⓇ policy?
How long does it typically take for a death benefit to be paid out?
Where can a policyholder check if their policy has available cash value?
Can a client skip the two-year waiting period if they are replacing an existing policy?
Can a policy be placed on hold / premium paused?
What is "non-guaranteed cash value"?
If a client’s first premium fails and I submit a new application, is it considered a "Replacement"?