1 NAPFA CE in B – Insurance & Risk Management, and 1 CFP® CE
This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.
Life insurance underwriting plays a pivotal role in determining the terms and costs of coverage for clients. In this webinar, we’ll demystify the underwriting process, exploring how factors like age, health, lifestyle and medical history are assessed to determine eligibility and premiums. Gain the insights you need to guide your clients in making informed decisions about their life insurance options.
We’ll break down the complex steps underwriters use to assess risks and determine coverage. We’ll also explore how advancements in technology are streamlining the underwriting process and what that means for your clients’ future policies. You'll leave with practical insights to better serve your clients and help them make confident, informed decisions about their life insurance.
Meisha Brannan is the supervisor of new business with LLIS in Tampa, FL. She holds Florida’s 215 life insurance license, and prior to taking the supervisor role, she was a case manager at LLIS for eight years. Meisha’s words to live by are T.S. Eliot’s quote, “Only those who will risk going too far can possibly find out how far one can go.”