The information in this site is addressed to financial advisers only.
Financial underwriting
Through clear guidelines, concise management and good communication our aim is to ensure that the financial underwriting process runs as smoothly as possible.
We can now underwrite the majority of personal and mortgage covers based on the application form, where the sum assured is up to €1,250,000 life cover. This assumes personal details are satisfactory and no other cover is in force with Irish Life. If there is a need for any financial evidence, underwriting will request the minimum requirements needed.
Financial underwriting - key points we need to know
- What is the reason for the cover?
- How was the sum assured calculated?
- What are the details of the cover?
- Business cover – background note on the company and individual
We have a dedicated large case team within underwriting ready to deal with all large protection cases over €2,000,000 life cover or €500,000 specified illness cover.
It is important to discuss any financial queries you have with underwriting. You can contact underwriting by telephone on 01 704 1888 or by email at ask.underwriting@irishlife.ie.
Documents
- Inheritance tax questionnaire (pdf - 35kb)
- Key person/business loan cover questionnaire (pdf - 304kb)
- Partnership/share purchase/corporate co. directors questionnaire (pdf - 306kb)
- Personal cover/private residential loan cover questionnaire (pdf - 305kb)