Insurance in the Time of COVID
While many may not be aware, there are many behind-the-scenes steps that occur before fee-only advisors and their clients apply for a new insurance policy. The crucial step of an insurance policy application is the underwriting process.
Learning Objectives:
• After this session, fee-only financial advisors will understand how underwriting is considered to the foundation of an insurance policy
• How comprehensive pre-underwriting is used to avoid unwanted surprises during the application process
• Recent guidelines changes due to the global pandemic
Learning Objectives:
• After this session, fee-only financial advisors will understand how underwriting is considered to the foundation of an insurance policy
• How comprehensive pre-underwriting is used to avoid unwanted surprises during the application process
• Recent guidelines changes due to the global pandemic
