Have you ever had coverage amounts declined for clients you’re confident were justified? Sometimes it’s not what you ask for – it’s how you ask… Our new worksheets help you write good business – maybe better – and then communicate that value to underwriters. Our topics include individual and business insurance needs for: Income replacement; Charitable giving; Juvenile coverage; and Buy-sell arrangements. The worksheets have all the calculations built in – no calculator or software required! Just input quantities and you’re done – send them along with your application cover letter for additional decision support. Find the Financial Worksheets Here!
Understanding the Features of Retirement Income Sources Case Study: A New LTC Producer Uses Underwriting Tools to His Advantage