How Do Life Insurance Companies Check Your Medical Background?

Shawn Plummer

CEO, The Annuity Expert

Life insurance companies do a lot of research on their potential customers before they agree to sell them a policy. One of the essential things they investigate is your medical background. This is because life insurance policies are designed to protect your loved ones financially in the event of your death, and the company wants to ensure that you are healthy enough to pay premiums for the length of the policy. This guide will discuss how life insurance companies check medical backgrounds and what they are looking for.

How Do Life Insurance Companies Check Medical Backgrounds?

There are several ways that life insurance companies can check your medical background.

One way is to order a copy of your medical records from your doctor or hospital.

Another way is to use a third-party service that specializes in collecting medical information.

Finally, the life insurance company may ask you to complete a medical questionnaire about your health history.

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What Are Life Insurance Companies Looking For?

When a life insurance company checks your medical background, they look for any red flags that may indicate that you are not in good health.

For example, they may look for a history of serious illnesses or injuries, hospitalizations, surgeries, or chronic conditions. They will also examine your family medical history to determine your risk for hereditary diseases. If the life insurance company finds anything that raises concerns, they may require you to get a medical exam before they sell you a policy.

Next Steps

We hope this guide has helped you better understand how life insurance companies check medical backgrounds and what they are looking for. If you have any questions or would like a quote, please don’t hesitate to contact us. We would be happy to help!

How Do Life Insurance Companies Check Your Medical Background?

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Shawn Plummer

CEO, The Annuity Expert

I’m a licensed financial professional focusing on annuities and insurance for more than a decade. My former role was training financial advisors, including for a Fortune Global 500 insurance company. I’ve been featured in Time Magazine, Yahoo! Finance, MSN, SmartAsset, Entrepreneur, Bloomberg, The Simple Dollar, U.S. News and World Report, and Women’s Health Magazine.

The Annuity Expert is an online insurance agency servicing consumers across the United States. My goal is to help you take the guesswork out of retirement planning or find the best insurance coverage at the cheapest rates for you. 

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