Underwriting Guidelines & Build Charts

Capitas Financial has the knowledge and experience to handle your most difficult cases. Working with us, you will have access to a dedicated team of underwriters who work exclusively with Capitas cases.

To access UNDERWRITING REQUIREMENTS, EXAM AND INSPECTION REPORTS, AND BUILD CHARTS please use the following prompts:

  1. Select the appropriate product by clicking on either the Term Product or Permanent Product link below
  2. Once the product is selected, click on the “Underwriting Requirements” link at the top of the product page
  3. Scroll through the product page to view the information
Term Life Forms Permanent Products