Matt JaksaLife Sales Consultant - Creative Edge

Preparing clients for the underwriting process

Preparing clients for the underwriting process will help you avoid the “it’s not done yet” speech. Underwriting has always been a hurdle to jump over when applying for life insurance. With new regulations imposed on insurance companies, home office underwriters take a conservative approach in properly evaluating your client’s medical history.  This not only creates delays but… Read More

Related terms: Life, Underwriting