John Valickus, FLMI, CLU
Vice President, Lincoln Financial Group

Is there any gray area when we underwrite financial cases? Is it always black and white on what is acceptable and what is not? We've been educated to use formulas to arrive at face amounts for personal coverage, key person coverage and buy/sell agreements. Come look beyond the formulas to see what other opportunities can be explored in getting comfortable with financial risk taking. You can expect significant audience participation and several case clinics that will expand your creative financial underwriting mind.