Innovation in Life Insurance Underwriting - NAPFA and CFP Credit

Innovation in Life Insurance Underwriting - NAPFA and CFP Credit

B-Insurance & Risk Management

Jennifer Stiles

Member: $49.00
Non-Member: $69.00Your price

Published: 05/20/2020

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 discusses:
• 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.

1 NAPFA CE in B-Insurance & Risk Management will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

After purchase, you may access this recording under the My Webinars link on your My Account page of the NAPFA website for 90 days. The recording will expire and automatically be removed 90 days after the purchase date.

This is a recorded Genesis webinar from May 2020.