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Understanding Life Insurance Underwriting
Course Information

1 NAPFA CE in B – Insurance & Risk Management, and 1 CFP® CE (with associated quiz)

Content Level: Intermediate
NAPFA Subject Area: B - Insurance & Risk Management
Course Description

This 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.

Learning Objectives
  1. Identify what underwriting is and how it applies to risk assessment.
  2. Recognize the four types of underwriting - lifestyle, medical, financial, and family history.
  3. Define how automation is reshaping the life insurance landscape and what that means for your clients.
Speaker

Meisha Brannan 

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.”

Summary
Availability: On-Demand
Access expires on 12/31/2025
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE Quiz: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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