5 ways to improve your client’s life insurance situation
October 28, 2014 by Allen D. Gersten
Since life insurance underwriting is an imperfect ‘science,’ it offers both opportunities for surprisingly good outcomes and disappointing setbacks. It’s well known that one company’s good risk is another company’s decline or highly rated case.
Because of the potential disparity in responses to a case, advisors are faced with the daunting task of aligning a particular client’s case with the right company with the right product at the best price and underwriting available.