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Innovation in Life Insurance Underwriting
Course Information
Content Level: Foundational
NAPFA Subject Area: B-Insurance & Risk Management
Course Description
When applying for a new life insurance policy, there is a behind-the-scenes process of which many advisors and their clients may not be aware, and no one likes unexpected surprises. Underwriting is a determining factor in a client’s class rating and often considered the foundation of an insurance policy.
Learning Objectives
  1. The critical information required by insurance companies to begin the application process.
  2. Why disclosing medical history during the quote process can save time and money, and ways to “troubleshoot” when undisclosed diagnoses show up.
  3. Changes in underwriting guidelines.
  4. How technology can expedite the underwriting process for some clients.
Jennifer Stiles, ALU, FLMI
Availability: Retired
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
No Credit Offered
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