The advisor’s role in financial underwriting
August 14, 2014 by Allan D. Gersten
Compared to the attention that the life insurance industry gives to medical underwriting, financial underwriting may seem less important, something like ‘the little finger on the left hand’. But what happens on the medical side goes a long way in determining whether a client’s application is accepted, rejected, or rated.
With so much focus on obtaining detailed medical information, many advisors may view financial underwriting as more procedural, a lesser hurdle, and not a serious cause for concern.
Originally Posted at LifeHealthPro on August 14, 2014 by Allan D. Gersten.
Categories: Industry Articles
