Description
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.