DI for CPA Had Cancer

Jan 22, 2016

  1. Corpuschristi
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    Corpuschristi Expert

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    My CPA is wanting a DI policy. She has been cancer free for 6 years, in good health other wise for a 43 year old. Any suggestions or advice on companies and underwriting. I do mostly MA and FE so DI is new to me.
     
  2. aclaro
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    aclaro Super Genius

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    What type of cancer? What else do you know about it...date of diagnosis, stage, treatment, follow up, etc
     
    aclaro, Jan 22, 2016
    #2
  3. Corpuschristi
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    Corpuschristi Expert

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    Thanks for the response. Breast cancer stage 2 in 2008, surgery and chemo treatments completed over 6 years ago. No radiation treatments. No recurrence, no further treatments.
     
  4. TPetersen
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    TPetersen Expert

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    There should be several outlets for this case. You may want to check with a DI Brokerage specialist.

    Fidelity and Petersen International/Lloyds are probable outlets. Other carriers will consider after treatment free for some period of time (5 to 10 years perhaps).
     
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