Peter C. Ciravolo
What income info do you need for Disability Income underwriting? | BC Brokerage
What income info do you need for Disability Income underwriting?
There are really 2 different buckets here:
1099/business owner/entrepreneur: will need last 2 years of tax returns. Underwriters are looking for consistency in your income.
Employees/W2s: a YTD W2 or last 2 paystubs are sufficient.
Have a specific question about disability income insurance?
Reach out to bc-brokerage.com today!
Insurance for Fee-Only Financial Planners | We make insurance simple | 100% Independent | Life | DI | LTC | Annuity 📈