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Financial underwriting and larger case handling

Now available on demand 

Financial underwriting and larger case

handling

This session will help attendees by diving into steps that can be taken to facilitate a smoother underwriting process for larger cases. We will share an overview of financial underwriting at Empire Life, including:

• The importance of complete information for specific sales concepts
• How advisors can help accelerate the underwriting process
• How to leverage the Tax, Retirement and Estate Planning Team to expedite the process

We'll wrap up with several case studies to highlight some Do's and Don'ts that can help expedite underwriting of future cases.

Join the webinar: 

A quiz will appear after the webinar has been viewed.

This webinar is also available in French.

CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.

* If you attended the live presentation on Wednesday, March 22, 2023 at 10am ET we apologize for the technical difficulties. The webinar is now on demand for your viewing pleasure.

Peter Wouters
Director, Tax, Retirement & Estate Planning,
Empire Life

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >  

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.