| Financial Underwriting: Do Our Guidelines Still Make Sense? |
Terri Getman, JD, CLU, ChFC, AEP
Mike McFarland, FALU, FLMI |
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Medical underwriting has changed significantly in the past decade but for most of the life insurance industry
there has been little material change to our financial underwriting guidelines. This presentation will feature
a dialog between an advanced marketing executive and an underwriting professional concerning some
common uses of life insurance. It will plant some seeds of thought and provide ideas to consider for changes
in financial underwriting guidelines. Ultimately the presentation will encourage you to answer the question,
"Do my company's financial guidelines still make sense?"
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