2022 Series - Episode three: Financial Underwriting: Does it make sense? As an advisor, interacting with the financial underwriting process is likely something you are familiar with. By gaining an inside perspective on the purpose and objectives that financial underwriters seek, however, you can better understand how to work effectively with these professionals for the benefit of your practice and clients.
Join us on March 3rd at 11:00 am EST for a Coffee Talk as Advocis welcomes Susan Kerr, Director of Special Case Operations at Manulife who will walk you through the basics of financial underwriting as it relates to income protection, after which she will move on to advanced concepts such as estate considerations, key person and business valuation, charitable giving, and tax sheltering.
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