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NAPFA Webinar - Innovation in Life Insurance Underwriting

Wed, May 20, 2020   3:00 PM - 4:00 PM

Online Webinar, ,

Presented by:
Jennifer Stiles, ALU, FLMI, of LLIS in Tampa, FL
Wednesday, May 20, 2020 at 3:00 - 4:00 PM ET (2:00 PM CT, 12:00 PM PT)
Earn: 1 CFP CE and 1 NAPFA CE in B-Insurance & Risk Management
Member: $39; Non-Member: $59. This NAPFA Genesis webinar is free to NAPFA Genesis members, courtesy of LLIS. For your complimentary registration, use the promo code that was emailed to you, or find it in the Announcement of the NAPFA Genesis community in Engage.

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. Presenter Jennifer Stiles, ALU, FLMI, of LLIS will discuss:
• The critical information required by insurance companies to begin the application process.
• Why disclosing medical history during the quote process can save time and money, and ways to “troubleshoot” when undisclosed diagnoses show up.
• Changes in underwriting guidelines.
• How technology can expedite the underwriting process for some clients.

Registration closes at the end of business on Tuesday, May 19, 2020.

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If you have any questions, please email info@napfa.org.

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